Private Wealth Manager

Website Desjardins Group

Job Description:

As a private wealth manager, you help maintain business relationships and promote services offered to members and clients.

Job Responsibilities:

  • Maintain lasting, personal business relationships with important clients to promote services
  • Manage accounts by serving as the link between clients and the organization and ensuring that products and services are appropriately used and updated, and that they maintain satisfaction levels
  • Identify and analyze member and client needs. Develop custom solutions. Prepare integrated service offers that balance member/client satisfaction, profitability and risk and negotiate terms
  • Recommend strategies and solutions to reach objectives, such as sound risk management, portfolio profitability and improved business relationships

Job Requirements:

  • Bachelor’s degree in a related field
  • A minimum of 8 years of relevant experience including 4 years in investment management
  • For vacant positions available in Quebec, please note that knowledge of French is required
  • Hold a Chartered Financial Analyst designation
  • Hold a Canadian Investment Manager or Chartered Investment Manager designation

Job Details:

Company: Desjardins Group

Job Category: Private Jobs

Vacancy Type: Full Time

Job Location: Ottawa, Ontario, CA

Application Deadline: N/A

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