Private Wealth Portfolio Manager - Montréal, QC HA R
4 weeks ago
Job summary
The Portfolio Manager contributes to the overall success of the Private Wealth department ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives.Responsibilities
- Champions a customer focused culture to deepen client relationships and leverage broader firm relationships, systems and knowledge.
- Ensure a comprehensive and solid understanding of each client's financial needs, risk tolerance, and long-term objectives by maintaining ongoing dialogue (both verbal and written) with clients...
Job description
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