● 招聘公司： 加拿大加鼎银行（Desjardins Group）点击申请
● 招聘职位： 资产管理（Asset Management） ● 工作内容： - Solicit, develop and maintain a personalized business relationship with current or potential clients with a view to promoting and selling products and services.
- Manage accounts, serving as the link between members and clients and the Signature Service. Ensure that products and services are satisfactory, up to date, and used appropriately. Analyze any instances of dissatisfaction and recommend solutions.
- Identify and analyze client and member needs, develop client-specific solutions and prepare an integrated service offer. Negotiate applicable conditions with members and clients.
- Recommend strategies or solutions to reach objectives set by the Signature Service, such as increased sales volume, sound risk management, portfolio profitability and improved business relations.
- Watch for business development opportunities that would add a competitive edge to existing products and services.
- Carry out different promotional activities for the Service Signature. Take part in public relations activities and provide a presence in the business community.
- Carefully listen to members and clients to ensure their needs are met and they are completely satisfied. Be ready to grasp business opportunities, and where needed, make referrals to other professionals who can best meet member and client expectations.
- Abide by the policies, practices and standards in place, as well as the various legal frameworks regarding the distribution of financial products and services.
● 工作要求： - 工商管理或相关专业学士学位；4年个人财务咨询服务经验；可以考虑其他资格和相关经验的结合；金融计划证书(AMF)和共同基金代表证书；了解金融、经济、政治和立法时事、个体市场、商业领袖和caisse的外部环境和个人和企业主的税务、财务和遗产问题；熟悉caisse成员的所有产品和服务以及Desjardins商业中心、Desjardins组件和Desjardins分销网络以及竞赛提供的产品和服务；遵守关于分配金融产品和服务的法律的概念；对金融服务合作社的理念和基本原理有很好的把握；与caisse产品和服务相关的政策、立法和标准。
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