National Bank
Montreal Account Manager – Private Wealth
Job Description
Join a leading private wealth management team as an Account Manager in Montreal. Your role will focus on client satisfaction through tailored financial solutions and strategic growth initiatives.
As part of the Private Wealth Management & Enterprises 1859 sector, you will manage a diverse client base while working with a team of seasoned professionals. This position requires strong business development acumen, in-depth financial analyses, and the ability to assess and mitigate risks. You will participate in visibility activities to enhance market presence.
Key Responsibilities:
• Build and sustain a diverse client portfolio
• Conduct financial analyses for comprehensive solutions
• Negotiate favorable product terms and conditions
• Identify and leverage market opportunities for Bank services
• Ensure adherence to compliance and quality standards
Requirements:
• Master’s degree with 3 years of relevant experience...
As part of the Private Wealth Management & Enterprises 1859 sector, you will manage a diverse client base while working with a team of seasoned professionals. This position requires strong business development acumen, in-depth financial analyses, and the ability to assess and mitigate risks. You will participate in visibility activities to enhance market presence.
Key Responsibilities:
• Build and sustain a diverse client portfolio
• Conduct financial analyses for comprehensive solutions
• Negotiate favorable product terms and conditions
• Identify and leverage market opportunities for Bank services
• Ensure adherence to compliance and quality standards
Requirements:
• Master’s degree with 3 years of relevant experience...