Website Desjardins Group
Job Description:
As a private Manager, you will serve high-net-worth clients for Desjardins Private Wealth Management and propose a comprehensive offer in investment, tax planning, trust arrangements, banking, etc.
Job Responsibilities:
- Contribute to business development by growing client portfolios and increasing complementary services
- Coordinate loyalty activities by supervising the portfolio’s transmission and particulars while ensuring sound account management in accordance with the agreement
- Qualify clients while adhering to standards. Analyze agreements and draw up a schedule for administrative tasks to be performed and signed off on for the discretionary management of investment funds
- Foster business relationships with clients whose portfolios are managed by Desjardins Private Wealth Management, and apply Discretionary Management product policies and standards
- In partnership with the network, offer and sell wealth management services to large account holders while forging and maintaining lasting, professional and personalized business relationships
- Develop each client’s full potential, carry out follow-up, manage business relationships, refer clients for complementary services and provide technical coaching to the caisses
Job Requirements:
- Action oriented, Customer Focus, Differences, Nimble learning
- Strong communication skills in French and English, both oral and written ((an asset)
- A minimum of eight years of relevant experience
- Bachelor’s degree in a related field
Job Details:
Company: Desjardins Group
Job Category: Private Jobs
Vacancy Type: Full Time
Job Location: Vancouver, British Columbia, CA
Application Deadline: N/A
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