Senior Account Manager
Core
Manage a portfolio of high-value clients by providing personalized financial advice, building relationships, and driving business growth through cross-selling and upselling banking products.
Role type
Senior Account Manager (Banking)
Builds
Banking products and services (loans, mortgages, investments)
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, client relationship management, cross-selling/upselling, regulatory compliance, CRM proficiency, analytical abilities
Preferred skills
CFP or CFA certification, Master's degree in Business Administration
Responsibilities
Manage high-value client portfolios, build client relationships, develop client financial strategies, identify cross-selling opportunities, collaborate with internal teams, monitor market trends, prepare client performance reports
Seniority
Senior, hands-on IC