Executive Portfolio Management Professional
1 week ago
We are seeking an experienced Executive Portfolio Management Professional to join our team at Banque Nationale du Canada. As a Senior Administrative Associate, you will play a crucial role in managing client relationships and ensuring seamless account management.
Key Responsibilities- Analyze clients' accounts to recommend business opportunities tailored to their needs, leveraging your expertise in portfolio management and financial planning.
- Ensure administrative tasks related to account management are completed efficiently, providing exceptional customer service and support.
- Coordinate the organization of seminars for clients, developing engaging content that resonates with their interests and goals.
- Participate in financial planning meetings for clients, prepare comprehensive files, and ensure follow-up and subsequent steps are taken.
- Oversee onboarding, training, and coaching for new team members, fostering a culture of growth and development within the organization.
In addition to a competitive salary, you can expect a comprehensive benefits package that prioritizes your wellbeing and work-life balance:
- A flexible group insurance plan designed to provide peace of mind and security for you and your loved ones.
- A generous pension plan that rewards your dedication and commitment to the organization.
- Opportunities to engage in community initiatives and make a positive impact through corporate social responsibility programs.
- A virtual sleep clinic offering expert guidance and support to help you achieve optimal health and wellness.
Banque Nationale du Canada is a bank that values its employees and customers alike. Our inclusive environment celebrates diversity and promotes a culture of collaboration, innovation, and growth. With a focus on on-the-job learning and training, we empower our professionals to reach their full potential and achieve their career aspirations.
We estimate the salary for this role to be around $80,000 - $120,000 per year, depending on experience and qualifications. If you are passionate about portfolio management and committed to delivering exceptional results, we encourage you to apply.
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