Account Manager, SME

Job summary

Manage and develop a portfolio of small to medium-sized business clients by providing tailored financial solutions. Conduct financial analyses, negotiate product terms, and ensure compliance with risk management and service quality standards.

Job details

A career as an SME Account Manager in the 1859 Private Wealth Management team means acting as a privileged guide for hundreds of small to medium-sized businesses, surrounded by experts, to guide clients towards the most suitable financial solutions. Your job: Develop your client portfolio; Meet business development objectives by proposing solutions tailored to all of your clients' needs; Seize referral opportunities in a context of synergy across the Bank; Conduct financial analyses and develop financing scenarios; Negotiate the terms and conditions of products with clients, ensuring that they meet the desired profitability criteria; Ensure the application of service quality standards, as well as compliance with compliance and risk management rules; Identify business opportunities in your market for all of the Bank's products and services; Participate in visibility activities in your market; Identify risks inherent to the sector's activities; Your team: Within the Private Wealth Management & Enterprises 1859 sector, you are part of a team of professionals supporting commercial customers. In addition, you are surrounded by an entire ecosystem of experts to help you offer the best possible solutions to customers. Reporting to the Senior Director, the position is based in Montreal. Our action-based learning training programs allow you to master your trade. Access to colleagues with different expertise, experiences and diversified profiles enriches your development in every way. Prerequisites: University certificate and 7 years of experience; Bachelor's degree and 5 years of experience; Master's degree and 3 years of experience; Experience in business development; Knowledge of financial statement analysis; Established professional network of contacts with local small and medium-sized businesses; Negotiation skills; Languages: French Required skills: Accountability, Client-focused, Communication, Emotional Intelligence, Learning Agility, Listening, Teamwork

What you’ll do

Manage and develop a portfolio of small to medium-sized business clients by providing tailored financial solutions. Conduct financial analyses, negotiate product terms, and ensure compliance with risk management and service quality standards.

Requirements

Requires a university degree with 3 to 7 years of experience depending on the level of education. Candidates must have a professional network of local SME contacts and proficiency in financial statement analysis and negotiation.

Listed skills

• Teamwork · Preferred
• Negotiation · Preferred
• Communication · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Accountability
• Client-focused
• Communication
• Emotional Intelligence
• Learning Agility
• Listening
• Teamwork
• Business Development
• Financial Statement Analysis
• Negotiation

Job areas

• Finance & Accounting
• Sales
• Management & Leadership
• Consulting