Responsable de la gestion patrimoniale à Oakville, Ontario
2 weeks ago
L'objectif premier de ce poste est de fournir un service à la clientèle exceptionnel et de garantir le bon fonctionnement opérationnel de la succursale.
Tu travailleras en étroite collaboration avec les conseillères et conseillers en placement pour analyser les comptes de la clientèle et proposer des opportunités d'affaires adaptées à leurs besoins.
Vos responsabilités comprennent l'analyse des comptes de la clientèle, l'assurance du bon déroulement des opérations administratives liées à la gestion des comptes et du service à la clientèle, ainsi que le développement de matériel de marketing pour présenter l'offre de service des conseillères et conseillers en placement.
Tu collaboreras également avec les conseillères et conseillers en placement pour développer des stratégies innovantes en gestion de portefeuille et de marketing afin de maximiser les résultats.
Compétences requisesNous recherchons quelqu'un ayant une excellente connaissance de la suite Microsoft Office, une facilité avec les technologies et une connaissance de l'activité et des tendances actuelles du marché.
Tu devras avoir une bonne capacité d'analyse, de communication et d'équipe, ainsi qu'une forte orientation vers le résultat.
RémunérationL'estimation de la rémunération pour ce poste serait comprise entre 90 000 $ et 110 000 $ par an, selon l'expérience.
Cette estimation repose sur les données disponibles concernant le secteur bancaire et la location de l'endroit (Oakville, Ontario).
BénéficesNous offrons un programme santé et bien-être complet, un régime de retraite généreux et des services bancaires préférentiels.
Notre culture entrepreneuriale vous permettra de grandir et de développer vos compétences tout en contribuant à notre mission de rendre les gens heureux.
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