Drive success for small businesses in the Laurentians as a Commercial Account Manager with the 1859 Private Wealth Management team. Guide clients with customized financial solutions to meet their goals.
This role focuses on developing a strong client portfolio through effective business development and precise financial analysis. You will negotiate terms with clients while ensuring compliance with risk management protocols. Surrounded by a professional team, you’ll seize opportunities and engage actively within your market to enhance visibility and create further growth.
Key Responsibilities: • Develop and grow a diverse client portfolio • Ensure adherence to service quality and compliance standards • Negotiate terms and conditions for profitability • Conduct financial analyses to support client decisions • Identify risks and opportunities within the market
Requirements: • 3 to 7 years of relevant experience bas...