Account Manager Private Wealth Management Montreal

Account Manager Private Wealth Management Montreal

08 Sep
|
National Bank of Canada
|
Montreal

08 Sep

National Bank of Canada

Montreal

Drive success as an SME Account Manager within the 1859 Private Wealth Management team in Montreal. This position focuses on delivering tailored financial solutions to small and medium-sized businesses through expert guidance. Your core responsibilities will include developing your client portfolio, managing business development objectives, and conducting detailed financial analyses.

You will negotiate product terms while ensuring compliance with quality standards in client service and risk management. Key Responsibilities:
Expand client portfolio within the SME sector
Propose tailored financial solutions for businesses
Conduct financial analyses and craft financing scenarios
Negotiate product terms to ensure profitability
Participate in market visibility and networking events

Requirements:
University certificate with 7 years of experience
Bachelor's degree with 5 years of experience
Master’s degree with 3 years of experience
Solid understanding of financial analyses
Established qualified connections in local SMEs

Provide high-value financial solutions and develop your career in Montreal's agile market.

📌 Account Manager Private Wealth Management Montreal
🏢 National Bank of Canada
📍 Montreal

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