Drive strategic account growth at Croesus through wealth management expertise, client relationship management, and tailored portfolio solutions. This role is based in Montréal, Toronto, or Geneva.

The Account Manager develops long-term client relationships and expands revenue across an assigned portfolio. You will understand client needs, propose Croesus capabilities, and coordinate account activities with internal teams. The role includes executive management and Board of Directors engagement when needed.

Key Responsibilities:

- Build lasting relationships through tailored Croesus solutions
- Drive cross-selling, upselling, and financial target achievement
- Coordinate sales, marketing, and development teams
- Prepare, present,



and negotiate commercial proposals
- Assess satisfaction and monitor industry opportunities

Requirements:

- Bachelor’s degree in business, marketing, or related field
- At least twelve years of similar experience
- Wealth and asset management industry experience strongly valued
- Robust sales, negotiation, and relationship management skills
- French and English fluency with Salesforce proficiency

Apply strategic vision, bilingual communication, and wealth management knowledge to grow Croesus client relationships and revenue.

📌 Strategic Wealth Management Account Manager (Laval)
🏢 Croesus Finansoft
📍 Laval