National Bank of Canada
SME Account Management Role in Montreal
Job Description
Advance your career with 1859 Private Wealth Management as an SME Account Manager based in Montreal. You'll serve as a trusted guide for small to medium-sized businesses in need of financial solutions.
This role focuses on client portfolio development and achieving business objectives through bespoke financial solutions. Your skills in financial analysis, negotiation, and compliance will be crucial as you navigate the complexities of client needs while identifying new market opportunities. Collaborate with a diverse team of experts to provide clients with top-quality service and support.
Key Responsibilities:
• Build and manage a client portfolio in the SME sector
• Create tailored financial solutions for various business needs
• Perform financial analysis and develop scenarios for clients
• Negotiate favorable product terms ensuring profitability
• Engage in proactive market visibility and risk identification
Requirements:
• University certificate with 7 yea...
This role focuses on client portfolio development and achieving business objectives through bespoke financial solutions. Your skills in financial analysis, negotiation, and compliance will be crucial as you navigate the complexities of client needs while identifying new market opportunities. Collaborate with a diverse team of experts to provide clients with top-quality service and support.
Key Responsibilities:
• Build and manage a client portfolio in the SME sector
• Create tailored financial solutions for various business needs
• Perform financial analysis and develop scenarios for clients
• Negotiate favorable product terms ensuring profitability
• Engage in proactive market visibility and risk identification
Requirements:
• University certificate with 7 yea...