Private Manager

6 days ago

Montreal, Quebec, Canada Desjardins Full time
At Desjardins, we believe in equity, diversity and inclusion.

We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.

At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Level

NV-11


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.

You represent and negotiate on behalf of Desjardins and enter the organization into strategic agreements with clients. You balance portfolio profitability with client/partner satisfaction.


You develop and maintain strategic business partnerships with members, clients, businesses, associations and groups to ensure they are getting the most of their products and services and are fully satisfied with them.

You drive results by actively helping your unit achieve its sales and business development objectives.

You are responsible for prestige accounts with significant development potential for your sector or the organization. You work with clients with highly complex, diverse needs. The ability to communicate effectively and thoroughly understand clients' expressed needs is therefore essential. Your highly complex work and initiatives require extensive knowledge of the organization and your line of business.

You lead, influence and serve as expert advisor to clients and practitioners. You represent Desjardins and enter the organization into important agreements with clients. You also have considerable leeway and many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential.

General Information on the Position


More specifically, the private manager serves a wealthy clientele for Desjardins Private Management and offers a 360 offer for investment, taxation, fiduciary, financing, banking, etc.


Main responsibilities- Offer and sell wealth management services to large account holders while forging and maintaining lasting, professional and personalized business relationships- Contribute to business development by growing client portfolios and increasing complementary services 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- Coordinate loyalty activities by supervising the portfolio's transmission and particulars while ensuring sound account management in accordance with the agreement- 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- Work with portfolio managers to develop investment strategies and ensure a presence and visibility, particularly by giving talks- Supervise the transition and particulars (e.g., taxation, restrictions) of client portfolios.

Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Travel : Montreal South Shore Territory- Number of jobs available: 1

Qualifications:

  • Bachelor's degree in a related field
  • A minimum of eight years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered.- Standards of Conduct Manual (SCM) course, Completion of the first CFA exam and 24 months of relevant investment management experience

or- Completion of the CIM designation and 24 months of relevant investment management experience- For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Drive results, Interpersonal Savvy

Work Location

Complexe Desjardins Montréal

Trade Union

Non Syndiqué

Unposting Date

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country.

It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

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