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AppleOne

2021-12-03 07:32:15

Job location Boston, Massachusetts, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Job Description: Duties include: working with existing customers and relationship managers to present product or service information, discuss operating problems and identify opportunities to cross-sell other services; assessing and analyzing account activity, reports, cash flow projections and financial statements for customers to identify irregularities and determine retention resolution; preparing monthly/quarterly financial and profitability reports and loan reports; promoting Bank services and seeking new business with present and prospective customers; consulting with senior management on high level financial planning; identifying external customer needs and evaluating profitability and risk; preparing marketing proposals; assisting with special projects relating to product conversions and new product development. Provide guidance to lower level staff. Desired skills: Track record of building successful relationships and collaborating with business leaders and partners while driving for tangible results. ? Knowledge of investments including currency FX, multi asset solutions, alternatives, fixed income, equity, real estate and private equity product offerings ? Experience managing highly complex issues and shepherding solutions across teams. ? Proven ability to manage and mitigate risk and make sound decisions. ? Ability to drive change toward continuous improvement and excellence. ? Excellent verbal, written, and interpersonal communication skills. ? Strong planning and execution abilities. ? Experience leading efforts with multiple stakeholder groups. ? Thoughtful and decisive style with strong ability negotiate critical issue resolution. ? Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment. ? Ability to articulate issues, risks, and proposed solutions to various levels of staff and management. AppleOne is proud to be an Equal Opportunity Employer. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records. You can view all of our jobs online at Job Experience: , , 7+ years of client service experience, related business experience, ? Expertise in the asset management industry, specifically experience working with institutional clients ? Experience working with investments, legal and distribution

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