Financial Services Expert
Há 4 dias
As a key member of our team, you will be responsible for marketing and delivering escrow agent services to private bank clients.
Key responsibilities include working closely with the escrow team to develop and implement sales strategies, preparing customized marketing materials, and negotiating agreements with internal and external counsel.
- Develop and execute sales strategies to drive growth and revenue in the private banking sector.
- Prepare and deliver high-quality marketing materials and presentations to support sales efforts.
- Negotiate agreements with internal and external counsel to ensure successful outcomes.
- Collaborate with the escrow team to minimize risks associated with escrow transactions.
To succeed in this role, you will need:
- 10+ years of experience in a related field.
- Preferred experience working with escrow transactions and settlement funds.
- Familiarity with securities industry knowledge, including securities movements, fixed income securities, and deposit products.
- Strong analytical and negotiating skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
This role offers:
- A competitive salary package.
- A comprehensive benefits program.
- The opportunity to work with a dynamic and experienced team.
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