Private Client Advice, Account Manager - Halifax - Meloche Monnex Inc.

    Meloche Monnex Inc.
    Meloche Monnex Inc. Halifax

    11 hours ago

    Full time
    Description

    **Job Title:** Private Client Advice Account Manager

    • extbf{Description}: Welcome to Private Client Advice Since its inception in 2018 PCA has grown fast and profitably We offer an insurance service that appreciates our clients efforts to build their prized assets which may include everything from cars properties wine jewelry or art.
    • extbf{Key Responsibilities}
    • Conducting an in-depth discovery of client assets financial goals risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies
    ,

    extit{•} Maintaining up-to-date knowledge understanding of TDI policies procedures industry trends protect the interests reputation of TDI its clients by continuous compliance ,

    Mandatory Requirements :,


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