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Account Manager

2 months ago


Abbotsford, British Columbia, Canada UV INTERNATIONAL TRADERS INC. Full time
About the Role

We are seeking a highly skilled Account Manager to join our team at UV International Traders Inc. As an Account Manager, you will be responsible for identifying clients' financial goals and objectives, supervising staff, and developing financial plans for clients.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
  • Financial Planning: Develop comprehensive financial plans for clients, including investment strategies and risk management.
  • Staff Supervision: Supervise and mentor staff to ensure they have the necessary skills and knowledge to provide excellent client service.
  • Business Development: Identify new business opportunities and develop strategies to expand our client base.
  • Communication: Communicate effectively with clients, staff, and other stakeholders to ensure seamless execution of financial plans.
Requirements
  • Education: Bachelor's degree in a relevant field.
  • Experience: 2 years to less than 3 years of experience in a related field.
  • Skills: Strong communication and interpersonal skills, ability to work in a team environment, and proficiency in financial planning and analysis.
What We Offer
  • Competitive Salary: A competitive salary and benefits package.
  • Opportunities for Growth: Opportunities for career advancement and professional development.
  • Collaborative Environment: A collaborative and dynamic work environment.