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Wealth Management Professional

2 months ago


Sherbrooke, Quebec, Canada National Bank Full time
A career as a Wealth Management Associate in the Private Banking sector at National Bank offers a unique opportunity to provide personalized financial services and expert advice to high-net-worth individuals and organizations. In this role, you will be responsible for delivering a comprehensive range of financial solutions, including investment management, wealth planning, and estate management.

Key Responsibilities:

* Develop and maintain relationships with clients to understand their financial goals and objectives
* Provide tailored financial advice and solutions to meet clients' needs
* Collaborate with internal teams to deliver seamless client service
* Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice

Requirements:

* Bachelor's degree in a related field
* 2+ years of experience in wealth management or a related field
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills

If you are a motivated and results-driven professional looking to make a meaningful impact in the financial services industry, we encourage you to apply for this exciting opportunity.