A career as an SME Account Manager in the 1859 Private Wealth Management team means acting as a privileged guide for hundreds of small to medium-sized businesses, surrounded by experts, to guide clients towards the most suitable financial solutions.
Your job: Develop your client portfolio
Meet business development objectives by proposing solutions tailored to all of your clients' needs
Seize referral prospects in a context of synergy across the Bank
Conduct financial analyses and develop financing scenarios
Negotiate the terms and conditions of products with clients, ensuring that they meet the desired profitability criteria
Ensure the application of service quality standards, as well as compliance with compliance and risk management rules
Identify business opportunities in your market for all of the Bank's products and services
Participate in visibility activities in your market
Identify risks inherent to the sector's activities
Your team: Within the Private Wealth Management & Enterprises 1859 sector,
you are part of a team of professionals supporting commercial customers. In addition, you are surrounded by an entire ecosystem of experts to help you offer the best possible solutions to customers. Reporting to the Senior Director, the position is based in Montreal. Our action-based learning training programs allow you to master your trade. Access to colleagues with different expertise, experiences and diversified profiles enriches your development in every way.
Prerequisites: University certificate and 7 years of experience
Bachelor's degree and 5 years of experience
Master's degree and 3 years of experience;
Experience in business development
Knowledge of financial statement analysis
Established qualified network of contacts with local small and medium-sized businesses
Negotiation skills
Languages: French