Lead Aviso’s dedicated team as the National Vice President of Priority Clients in Direct Investing. Drive exceptional service for High Net Worth and Ultra High Net Worth clients through personalized engagement and wealth management advice.
As the National Vice President, you will oversee Senior Relationship Managers, instilling a high-performance culture dedicated to client satisfaction. Your role will include managing a complex portfolio of HNW/UHNW clients, offering strategic investment guidance while collaborating with internal teams to deliver seamless services. You will champion initiatives that foster client loyalty and contribute to the strategic direction of the firm.
Key Responsibilities:
• Lead and develop a high-impact team of Relationship Managers
• Manage personal portfolio of High Net Worth clients
• Ensure effective collaboration for consistent client engagement
• Drive business development and strategic planning initiatives
• Create tailored events ...