Patrimoine Asset Manager

4 days ago


Québec, Quebec, Canada Gestion de patrimoine Diligence - Patrimoine Manuvie Full time

À propos de la société

Gestion de patrimoine Diligence - Patrimoine Manuvie est une entreprise dynamique qui offre des solutions personnalisées en gestion de patrimoine.

Salaire

L'offre d'emploi comporte un salaire à discuter, sans plafond salarial. Le revenu est fonction de vos efforts et de vos résultats.

Description du poste

Tu es passionné par le développement des affaires et tu souhaites faire carrière en gestion de patrimoine? Cette opportunité est pour toi.

Nous recherchons des individus déterminés, engagés et dotés d'un fort esprit entrepreneurial. Cette opportunité offre un tremplin idéal pour ceux qui souhaitent progresser dans le domaine de la gestion de patrimoine.

Fonctions clés

  • Réviser les portefeuilles des clients
  • Effectuer la prospection de la clientèle cible
  • Effectuer des transactions dans les comptes des clients
  • Rééquilibrer les portefeuilles
  • Gérer la clientèle
  • Comprendre les besoins de la clientèle afin de proposer des produits et services adaptés à leurs objectifs

Compétences requises

  • Analyse et résolution de problèmes
  • Orientation et conseil client
  • Gestion du temps et des priorités
  • Autonomie et initiative
  • Rigueur, intégrité et éthique professionnelle

Avantages

  • Travailler avec une équipe exceptionnelle
  • Détention de sa propre clientèle
  • Horaire flexible (du lundi au vendredi)
  • Possibilité de télétravail

Diplômes requis

Inscription au cours de courtier en valeurs mobilières (CCVM) auprès du CSI. Diplôme d'études secondaires.



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