Account Manager
Há 4 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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Account Manager
1 semana 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 semana 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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Accounts Specialist
Há 6 dias
Laguna, Brasil Prysmian Group Tempo inteiroAccounts Specialist page is loaded## Accounts Specialistlocations: Lagunaposted on: Posted Todayjob requisition id: R-27935## **Job Descriptions :*** ## Update costs and perform necessary tasks within the AS400 system.* ## Handle all sales and billing invoices from suppliers and forwarders. Verify their accuracy and legitimacy before processing them for...
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Accounts Specialist
Há 13 horas
Laguna, Brasil Prysmian Group Tempo inteiroAccounts Specialist page is loaded## Accounts Specialistlocations: Lagunaposted on: Posted Todayjob requisition id: R-*****## **Job Descriptions :*** ## Update costs and perform necessary tasks within the AS400 system.* ## Handle all sales and billing invoices from suppliers and forwarders.Verify their accuracy and legitimacy before processing them for...
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CREDIT PORTFOLIO MANAGER
1 semana 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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Group Purchasing Manager
1 semana 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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Banker Positions
Há 4 dias
Laguna, Brasil Poppy Bank Tempo inteiroDescriptionDepending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative.Please see below for more details and we look forward to connecting with you!Apply today!Summary: Senior New Accounts/CSR III:The position is required to be knowledgeable and skilled in opening new consumer and...
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Banker Positions
Há 4 dias
Laguna, Brasil Poppy Bank Tempo inteiroDescription Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR III: The position is required to be knowledgeable and skilled in opening new consumer and...
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Group Purchasing Manager
2 semanas atrás
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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Financial Sales Associate
Há 4 dias
Laguna, Brasil Manulife Insurance Malaysia Tempo inteiro***Nous utilisons des* *pour fournir des statistiques qui nous aident à vous offrir la meilleure expérience sur note site. Vous y trouverez des renseignements sur les témoins, ou vous pouvez les désactiver si vous préférez. Toutefois, en continuant d’utiliser le site sans modifier les paramètres, vous consentez à notre utilisation de***Financial...