Account Manager
Há 3 dias
Responsible for managing a portfolio of assigned clients, driving growth by developing new business opportunities from existing relationships, and actively acquiring new clients.The role focuses on delivering investment solutions tailored to client needs, ensuring excellent service, and meeting sales and portfolio performance targets.Key ResponsibilitiesManage and grow a portfolio of trust and investment clients by deepening relationships and offering appropriate products.Identify and pursue new business opportunities within assigned markets and segments.Provide investment advice aligned with clients' financial goals, risk appetite, and market conditions.Prepare proposals and conduct client presentations for investment solutions, including UITFs, fixed income, and other trust products.Collaborate with portfolio managers, legal, compliance, and operations teams to deliver seamless and compliant service.Ensure timely resolution of client concerns while maintaining high service standards.Maintain accurate client records and ensure compliance with internal and regulatory guidelines.Contribute to overall sales and AUM (Assets Under Management) targets of the Trust Division.QualificationsBachelor's degree in Business, Finance, Economics, or related field; MBA is an advantage.3–5 years of relevant experience in Trust Banking Sales or Account Management.Relevant certifications preferred but not required:SEC Fixed Income Market Salesman CertificationUITF CertificationChartered Financial Analyst (CFA)Excellent communication and interpersonal skills; confident in engaging with senior-level clients and internal teams.Strong business development skills and customer focus.Knowledge of trust products, investment vehicles, and regulatory compliance standards.#J-*****-Ljbffr
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Operations Manager
2 semanas atrás
Laguna, Brasil Asurion Tempo inteiroOperations Manager (Tech-Sales Account) page is loaded## Operations Manager (Tech-Sales Account)remote type: Onsitelocations: Nuvali – Sta. Rosa, Lagunatime type: Full timeposted on: Posted Yesterdayjob requisition id: ASU The Operations Manager will lead a team of Call Center Supervisors by providing them with direction, support and career development....
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Account Manager
1 dia atrás
Laguna, Brasil Out Chain Solutions Tempo inteiroResponsible for managing a portfolio of assigned clients, driving growth by developing new business opportunities from existing relationships, and actively acquiring new clients. The role focuses on delivering investment solutions tailored to client needs, ensuring excellent service, and meeting sales and portfolio performance targets. Key Responsibilities...
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ACCOUNT OFFICER
1 dia atrás
Laguna, Brasil Metrobank Tempo inteiroHere at Metrobank, we don't simply hire employees - we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help secure your future and lead a fulfilling career. And...
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CREDIT PORTFOLIO MANAGER
1 dia atrás
Laguna, Brasil Metrobank Tempo inteiroHere at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career....
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Finance Manager
2 semanas atrás
Laguna, Brasil HireGrow Staffing Tempo inteiro R$90.000 - R$120.000 por anoLocation:Onsite – Estrada Geral Caputera, s/n, Laguna, Santa Catarina, BrazilEmployment Type:Full-TimeAbout the RoleWe are looking for an experienced Finance Manager to lead our finance function at our Brazilian factory in Laguna. This role is critical for ensuring tax compliance, financial accuracy, cost control, ERP optimization, and building a...
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Business Office Manager
1 semana atrás
Laguna, Brasil Lagunarainbow Tempo inteiroSUMMARY: The Business Office Manager is responsible for the day-to-day accounting functions of the facility in accordance with current acceptable accounting and cost reimbursement principles related to nursing facility operations and as may be directed by the Administrator.ESSENTIAL FUNCTIONSNOTE: Laguna Rainbow Corporation may unilaterally change the...
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Group Purchasing Manager
1 dia atrás
Laguna, Brasil Out Chain Solutions Tempo inteiroScope of the Position This role is responsible for managing the procurement of imported and local raw and packaging materials for assigned clients. The procurement function includes supplier sourcing and selection, canvassing, ordering, purchase processing, monitoring deliveries, and evaluating supplier performance and service quality. Duties and...
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Business Office Manager
1 semana atrás
Laguna, Brasil Lagunarainbow Tempo inteiroSUMMARY: The Business Office Manager is responsible for the day-to-day accounting functions of the facility in accordance with current acceptable accounting and cost reimbursement principles related to nursing facility operations and as may be directed by the Administrator. ESSENTIAL FUNCTIONS NOTE: Laguna Rainbow Corporation may unilaterally change the...
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Group Purchasing Manager
Há 3 dias
Laguna, Brasil Out Chain Solutions Tempo inteiroScope of the PositionThis role is responsible for managing the procurement of imported and local raw and packaging materials for assigned clients.The procurement function includes supplier sourcing and selection, canvassing, ordering, purchase processing, monitoring deliveries, and evaluating supplier performance and service quality.Duties and...
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Project Manager, Patterson Flynn
1 dia atrás
Laguna, CA, Brasil F. Schumacher & Co. Tempo inteiro US$60.000 - US$65.000 por anoAbout F. Schumacher & Co.F. Schumacher & Co. is an innovative interior design company that is disrupting the $150 billion-dollar global interior design industry. We are a technological leader on the design frontier, constantly pushing boundaries and striving for excellence. With over 500+ employees and growing, we are driven by a shared belief that design...