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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