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Wealth Management Associate
2 months ago
We are seeking a highly skilled and motivated Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in providing exceptional customer service and supporting our investment advisors in delivering outstanding results.
Key Responsibilities- Provide superior customer service to clients, responding to their needs and requests in a timely and professional manner.
- Support investment advisors in managing client relationships, including scheduling appointments and preparing client meetings.
- Carry out routine operations related to financial transactions, including purchases and sales of securities, and ensure diligent follow-up.
- Analyze and update client files, ensuring accurate and up-to-date information.
- Produce portfolio management reports, providing clients with valuable insights and recommendations.
- Ensure adherence to compliance and risk management rules, maintaining the highest standards of integrity and professionalism.
Our Wealth Management team is a dynamic and collaborative group of professionals who are passionate about delivering exceptional results and building strong relationships with our clients. We are committed to creating a positive and inclusive work environment that fosters growth, learning, and innovation.
What We Offer- A competitive compensation package, including a comprehensive benefits program and opportunities for professional development.
- A dynamic and supportive work environment, with a focus on collaboration, teamwork, and continuous learning.
- The opportunity to work with a leading financial institution, with a strong reputation for excellence and integrity.
- A college or university diploma in a related field, such as finance, business, or a related field.
- Two years of relevant experience in the banking, insurance, or financial industry.
- Excellent knowledge of the Microsoft Office suite, including Excel, Word, and PowerPoint.
- Excellent customer service skills, with a strong ability to communicate effectively with clients and colleagues.
We are a bilingual organization, and proficiency in both English and French is required. We are committed to creating a diverse and inclusive work environment, and we welcome applications from candidates who reflect the diversity of our communities.
