Account Manager for Private Wealth Management

Drive success for small businesses in the Laurentians as a Commercial Account Manager with the 1859 Private Wealth Management team. Guide clients with customized financial solutions to meet their goals.

This role focuses on developing a strong client portfolio through effective business development and precise financial analysis. You will negotiate terms with clients while ensuring compliance with risk management protocols. Surrounded by a professional team, you’ll seize opportunities and engage actively within your market to enhance visibility and create further growth.

Key Responsibilities:
• Develop and grow a diverse client portfolio
• Ensure adherence to service quality and compliance standards
• Negotiate terms and conditions for profitability
• Conduct financial analyses to support client decisions
• Identify risks and opportunities within the market

Requirements:
• 3 to 7 years of relevant experience bas...