Account Manager in Wealth Management
National Bank
Elevate your career as an Account Manager in the Commercial & Wealth Management team, focusing on business growth and financial strategies. Position available in St-Jean-sur-le-Richelieu or St-Hyacinthe. You will manage and expand a portfolio of business clients, offering tailored financial advice and solutions. Required skills include identifying market opportunities, negotiating agreements, and coordinating with internal partners to meet client objectives. Your role is essential for adapting services to meet it client’s changing needs, ensuring risk management and profitability standards are met. Key Responsibilities:
• Develop and implement business development strategies
• Propose financial strategies using various Bank products
• Negotiate agreements that meet client and risk standards
• Assist Associate Vice-President in achieving team goals
• Participate in networking events to expand client base Requirements:
• 4 to 8 years’ experience in sales or business development
• University certificate or degree as specified
• Proven experience in financial analysis and commercial credit
• Ability to identify risks in banking activities
• Strong understanding of client relationship management Bring your expertise in finance and client management to our dedicated Commercial & Wealth Management team.
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Vacancy posted 1 day ago
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