Join 1859 Private Wealth Management as an SME Account Manager in Victoriaville, supporting small and medium enterprises with expertly tailored financial solutions. This role integrates client development and expert collaboration.
As an Account Manager, you will build and manage client relationships, focusing on their unique financial needs. Responsibilities include conducting financial analyses, proposing solutions, and negotiating terms that align with profitability goals and compliance standards. Your role also involves identifying business opportunities and participating in market initiatives.
Key Responsibilities:
• Build a robust portfolio of SME clients
• Meet business development objectives through tailored solutions
• Analyze financial data to recommend scenarios
• Ensure compliance with service quality standards
• Identify risks and opportunities in the market
Requirements:
• University certificate with at least 3 years of relevant experience
• De...