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    • Address customers' complaints or concerns.
    • Network to develop business relations, promote the sale of loan, investment and other banking services and attract…
    • Advanced knowledge of investment process and procedures.
    • Relevant investment industry licensing for the designated jurisdiction / portfolio.
    • Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
    • Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
    • Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
    • Influence skills - In-depth / Expert.
    • Work with the Branch Management to address service complaints while working with compliance and Legal to resolve regulatory complaints.
    • Interact with senior management and manage overall relationships for multiple Private Equity clients.
    • Manage various operational aspects associated with client…
    • Strong analytical judgment, discretion in handling sensitive information, and a customer‑centric, ethical approach to privacy complaints and breach management.
    • Investigate and respond to all critical consumer complaints and provide monthly statistical data.
    • Our state-of-the-art facilities utilize advanced technology to…
    • Deal with every customer complaint in an expedient manner and ensure they are satisfied with our resolution;
    • Support the sales team by performing back-end tasks…
    • Handles and resolves customer complaints.
    • Follows up with Residents within 24-hours to ensure the inquiry/complaint has been resolved satisfactorily.
    • Address customers' complaints or concerns.
    • Experience: 3 years to less than 5 years.
    • Develop and implement policies and procedures for daily operations.
    • Resolve issues that may arise, including customer requests, complaints and supply shortages.
    • Experience: 2 years to less than 3 years.
    • Resolve issues that may arise, including customer requests, complaints and supply shortages.
    • Hours: 35 to 40 hours per week.
    • Manage staff and assign duties.
    • Resolve issues that may arise, including customer requests, complaints and supply shortages.
    • Experience: 1 year to less than 2 years.
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Job Post Details

investment manager - banking, credit and investment - job post

PNR MANAGEMENT SERVICES LTD
Kelowna, BC V1X 2A1
$50.48 an hour - Temporary, Full-time

Job details

Pay

  • $50.48 an hour

Job type

  • Temporary
  • Full-time

Shift and schedule

  • On call

Location

Kelowna, BC V1X 2A1

Benefits

Pulled from the full job description

  • Paid time off
  • Vision care
  • Dental care
  • Life insurance
  • Extended health care
  • RRSP

Full job description

  • Work Term: Temporary
  • Work Language: English
  • Hours: 35 to 40 hours per week
  • Education: Bachelor's degree
  • Experience: 3 years to less than 5 years

  • Work setting

  • Urban area
  • Willing to relocate
  • Relocation costs not covered by employer
  • Investment company
  • Head office
  • Financial management/services

  • Budgetary responsibility

  • $8,000,001 +

  • Tasks

  • Evaluate daily operations
  • Identifying and investigating compliance issues
  • Plan and control budget and expenditures
  • Plan and organize daily operations
  • Hire, train, direct and motivate staff
  • Establish and implement policies and procedures for accounting and financial control
  • Oversee the preparation of reports
  • Advise senior management
  • Leading/instructing groups
  • Address customers' complaints or concerns
  • Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
  • Manage cash
  • Variance analysis
  • Consult with clients after sale to provide ongoing support
  • Coordinate the organization's financial operations and budget activities in order to optimize financial performance

  • Supervision

  • 3-4 people
  • 5-10 people

  • Computer and technology knowledge

  • MS Excel

  • Area of specialization

  • Business analysis
  • Risk management
  • Operations management
  • Project management
  • Sales
  • Financial asset management
  • Investigation

  • Specialization/experience (business sales and services)

  • Negotiation

  • Work conditions and physical capabilities

  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detail
  • Large caseload
  • Large workload

  • Personal suitability

  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Flexibility
  • Initiative
  • Judgement
  • Organized
  • Team player
  • Values and ethics
  • Ability to multitask
  • Due diligence
  • Analytical

  • Screening questions

  • Are you available for shift or on-call work?
  • Are you available to start on the date listed in the job posting?
  • Do you have experience working in this field?

  • Employment terms options

  • Early morning
  • Evening

  • Employment terms options

  • Morning
  • Day
  • Weekend

  • Health benefits

  • Dental plan
  • Disability benefits
  • Health care plan
  • Vision care benefits

  • Financial benefits

  • Group insurance benefits
  • Life insurance
  • Registered Retirement Savings Plan (RRSP)

  • Other benefits

  • Free parking available
  • Paid time off (volunteering or personal days)
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