Portfolio Manager - Rimouski - beBeePortfolio

    beBeePortfolio
    beBeePortfolio Rimouski

    1 day ago

    Full time

    Job title: Financial Sercives Assistant

    Description

    Job Title: Portfolio Management Associate

    We are seeking an experienced Portfolio Management Associate to join our team. As a key member of our wealth management department, you will be responsible for assisting clients and developing business relationships.

    • Develop and maintain strong relationships with members and clients through regular communication and updates on their investment portfolios.
    • Analyze client needs and provide personalized solutions that align with their investment goals.



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    You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, · manage and grow their enterprises.Acquire,growand deepen client relationships through delivery of value-added,tailored financial advice t ...

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Portfolio manager