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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