Strategic Wealth Management Account Manager

CROESUS FINANSOFT INC.

Drive strategic account growth at Croesus through wealth management expertise, client relationship management, and tailored portfolio solutions. This role is based in Montréal, Toronto, or Geneva.The Account Manager develops long-term client relationships and expands revenue across an assigned portfolio. You will understand client needs, propose Croesus capabilities, and coordinate account activities with internal teams. The role includes executive management and Board of Directors engagement when needed.Key Responsibilities:
Build lasting relationships through tailored Croesus solutionsDrive cross-selling, upselling, and financial target achievementCoordinate sales, marketing, and development teamsPrepare, present, and negotiate commercial proposalsAssess satisfaction and monitor industry opportunitiesRequirements:
Bachelor’s degree in business, marketing, or related fieldAt least twelve years of similar experienceWealth and asset management industry experience strongly valuedStrong sales, negotiation, and relationship management skillsFrench and English fluency with Salesforce proficiencyApply strategic vision, bilingual communication, and wealth management knowledge to grow Croesus client relationships and revenue.
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