Opportunity Description
Drive financial solutions for small to medium-sized businesses as an SME Account Manager in Montreal's 1859 Private Wealth Management team. Leverage your expertise in business development to support clients effectively.
In this role, you'll develop your client portfolio while meeting targeted business development objectives. Tailoring solutions to meet clients' needs and identifying opportunities for referrals is crucial. You'll analyze financials, negotiate product terms, and ensure compliance with service and risk management standards.
Key Responsibilities:
• Develop and manage client portfolio strategically
• Propose tailored financial solutions to clients
• Identify referral opportunities within the Bank's network
• Conduct thorough financial analyses for clients
• Ensure compliance with service quality and risk management
Requirements:
• University certificate with 7 years of experience
• Bachelor's degree and 5 years of business development experienc...
In this role, you'll develop your client portfolio while meeting targeted business development objectives. Tailoring solutions to meet clients' needs and identifying opportunities for referrals is crucial. You'll analyze financials, negotiate product terms, and ensure compliance with service and risk management standards.
Key Responsibilities:
• Develop and manage client portfolio strategically
• Propose tailored financial solutions to clients
• Identify referral opportunities within the Bank's network
• Conduct thorough financial analyses for clients
• Ensure compliance with service quality and risk management
Requirements:
• University certificate with 7 years of experience
• Bachelor's degree and 5 years of business development experienc...
Interested in this opportunity? Apply now through Expertini.
Apply for this Position