Financial Services Manager
2 days ago
At OTT Financial Inc., we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.
Key Responsibilities:- Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
- Client Relationship Management: Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
- Financial Analysis: Analyze clients' financial records, identifying areas for improvement and providing recommendations for financial optimization.
- Investment Planning: Develop and implement investment strategies that align with clients' financial goals and risk tolerance.
- Education: Bachelor's degree in a related field.
- Experience: 1 year to less than 2 years of experience in a related field.
- Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
- Competitive Salary: A competitive salary and bonus structure.
- Benefits Package: A comprehensive benefits package, including dental plan, disability benefits, health care plan, paramedical services coverage, and vision care benefits.
- Professional Development: Opportunities for professional development and growth within the company.
The primary language of work is English.
Work Hours:35 hours per week.
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