Account Manager
Current▪ Development of existing portfolios / equities for further reinvestment. ▪ Market development to a very diverse clientele ranging from country, culture and language (Canada, USA, Europe, Mexico and Latin America) ▪ Assessing client needs and tailoring each program specifically to fit each individual requirement. ▪ Product knowledge training ▪ Responsible for new client development … Show more ▪ Development of existing portfolios / equities for further reinvestment. ▪ Market development to a very diverse clientele ranging from country, culture and language (Canada, USA, Europe, Mexico and Latin America) ▪ Assessing client needs and tailoring each program specifically to fit each individual requirement. ▪ Product knowledge training ▪ Responsible for new client development ▪ Building rapport with new clients, assessing their needs to tailor a program beneficial to each individual prospect ▪ Contract negotiations and financing (in-house and third Party) ▪ Team sales environment Show less