Financial Solutions Account Manager 1859

Shape the future of businesses with 1859 as a Private Wealth Account Manager in Victoriaville. Empower clients with tailored financial guidance and expert solutions while driving business development.
As a Private Wealth Account Manager, you will play a crucial role in providing financial solutions for small to medium-sized businesses. With at least three years of experience required, your responsibilities will include analyzing client needs, developing financing options, and negotiating terms to ensure profitability. A strong network with local businesses will enhance your ability to identify opportunities and risks in the market.
Key Responsibilities:
• Deliver client-specific, tailored financial solutions
• Conduct financial analysis and create financing options
• Negotiate terms to achieve desired profitability
• Identify business opportunities and potential risks
• Ensure compliance with service quality standards
Requirements:
• University certificate an...