Account Manager, Securities
Core
Promote securities services and maintain strategic business relationships with members and clients, balancing portfolio profitability with client satisfaction.
Role type
Senior Account Manager, Securities
Builds
Strategic agreements and integrated service offers for prestige accounts
Domain
Financial Services / Securities
Deliverable
client delivery
Required skills
Strategic negotiation, complex needs analysis, risk management, public relations, solution design, relationship management
Preferred skills
Portfolio profitability optimization, business development, product term negotiation
Technologies
N/A
Responsibilities
Maintain lasting personal business relationships with important clients; Manage accounts as the link between clients and the organization; Recommend strategies to meet targets like risk management and profitability; Identify and analyze member/client needs to develop custom solutions; Watch for business opportunities to add competitive edge; Take an active role in public relations activities
Seniority
Senior, hands-on IC
