Account Manager for Private Wealth Services

Drive success as an Account Manager for Private Wealth Management in Victoriaville, focusing on SMEs. Offer personalized financial guidance to help businesses thrive.
As a member of the 1859 Private Wealth Management team, you will be responsible for meeting client needs through tailored financial solutions and effective business development strategies. Your role will include conducting financial analyses, negotiating terms, and identifying market risks, all while working in synergy with your colleagues.
Key Responsibilities:
• Propose and implement business solutions for clients
• Conduct financial analyses and create financing scenarios
• Negotiate favorable terms for banking products
• Ensure compliance with risk management standards
• Engage in visibility activities within the market
Requirements:
• University certificate and minimum 3 years experience
• Proven business development skills
• Knowledge of financial statement analysis
• Professiona...