Shape the future of small to medium-sized businesses as a Private Wealth Account Manager at 1859 in Victoriaville, Québec. Empower clients with expert financial guidance and innovative solutions.
This role requires you to drive business development by proposing financial solutions specifically tailored for your clients. Your responsibilities will include conducting financial analyses, negotiating terms, and ensuring all activities comply with established service quality and risk management standards. Engage in market activities to spot new business opportunities and enhance client relationships.
Key Responsibilities:
• Deliver client-specific, tailored financial solutions
• Conduct analysis and develop financing options
• Negotiate terms meeting desired profitability
• Identify business opportunities and risks
• Ensure compliance with service quality and standards
Requirements:
• University certificate and at least 3 years of experience
• Strong business d...