Overview
OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are the home to a wealth of expertise in forex and securities trading, mobile and cross-border payment, and investment fund management.

We are ambitious, results-focused, and forward-looking. At OTT, you’ll get numerous opportunities to learn and grow, alongside a cohort of talented people from diverse backgrounds and industries. Tackling business challenges in a cooperative and innovative environment, you’ll be encouraged to be your best self and make a meaningful impact.

We are looking for experienced Account Managers to support our business growth in Toronto and Montreal. The primary responsibility is to develop the client base, identify clients’ needs, and promote company’s products and services. This role also involves working with internal teams to ensure a coordinated approach to satisfy clients.

Responsibilities

Develop clients through networking, seminars, and referrals

Understand the needs of clients and build trusted relationships with them

Promote the company's financial products & services to address clients’ needs

Work with internal teams to identify and recommend cross-sell opportunities

Drive revenue growth by acquiring new clients,



closing sales and meeting targets

Prepare weekly, monthly and ad-hoc reports to the management team

Represent the company in a professional manner and adhere to a proper work ethic

Perform other duties as assigned or requested

Qualifications

2+ years of experience in a customer-facing, sales or client relationship building role

Exceptional focus on customer service

Working experience in financial services sectors preferred

Post-secondary education or equivalent

Self-motivated, resourceful, entrepreneurial and relationship-focused

Exceptional interpersonal skills and ability to interact with all personality types

Excellent communication and presentation skills

Strong attention to detail and solid problem-solving skills

Mandarin proficiency is a definite asset in order to service our Mandarin speaking clients. For the positions based in Montreal, French proficiency is mandatory.

You will be part of a highly collaborative, growing, and developing team that is critical to meeting our strategic goals within a highly engaged, productive, and innovative environment.

We provide a comprehensive compensation package and a variety of opportunities for you to grow in a dynamic, collaborative, progressive, and high-performing team. Apply now to unleash your full potential.

We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted.

Accommodations for job applicants with disabilities are available upon request.

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📌 Account Manager (Mandarin) (Ontario)
🏢 OTT Financial Group
📍 Ontario