Account Manager for Private Wealth Management, Saint-Jérôme

Drive success for small businesses in the Laurentians as a Commercial Account Manager with the 1859 Private Wealth Management team. Guide clients with customized financial solutions to meet their goals.

This role focuses on developing a strong client portfolio through effective business development and precise financial analysis. You will negotiate terms with clients while ensuring compliance with risk management protocols. Surrounded by a professional team, you’ll seize opportunities and engage actively within your market to enhance visibility and create further growth.

Key Responsibilities:• Develop and grow a diverse client portfolio • Ensure adherence to service quality and compliance standards • Negotiate terms and conditions for profitability • Conduct financial analyses to support client decisions • Identify risks and opportunities within the market

Requirements:• 3 to 7 years of relevant experience based on degree • Established professional network with local businesses • Strong background in financial statement analysis • Proven negotiation and relationship-building skills • Knowledge of business development strategies

Contribute to impactful financial solutions while fostering partnerships in the community as part of our dedicated team. #J-18808-Ljbffr