Account Executive, Financial Services & Investments

GetJobSmart; Portland (OR); Hybrid; USD 80.000 - 113.000; Vollzeit

Zusammenfassung

Cobalt Elite Partners in Portland, OR seeks an Account Executive to manage client relationships, identify investment opportunities, and collaborate with portfolio managers and analysts in a full-time capacity.

The role involves developing and implementing investment strategies while maintaining high client satisfaction and leveraging financial analysis to drive results. A bachelor’s degree in finance or related field is required, with 3–5 years of sales or client relationship experience.

Qualifikationen

• Bachelor's degree in finance, business, or related field.
• 3–5 years of experience in sales or client relationship management in financial services.
• Strong communication and interpersonal skills.
• Proactive approach to building and maintaining client relationships.
• Proficiency in financial analysis and investment products.

Aufgaben

• Managing client relationships
• Identifying investment opportunities
• Collaborating with portfolio managers and analysts
• Ensuring client satisfaction
• Developing and implementing investment strategiesBachelor's degree in finance, business, or related field

Kenntnisse

Client relationship management

Communication skills

Interpersonal skills

Financial analysis

Investment products

Sales experience

Ausbildung

Bachelor's degree in finance, business, or related field

Master's degree preferred

Tools

Microsoft Office Suite

Asana

Trello

Jobbeschreibung

Cobalt Elite Partners in Portland, OR seeks an Account Executive to manage client relationships, identify investment opportunities, and collaborate with portfolio managers and analysts in a full-time capacity.

The role involves developing and implementing investment strategies while maintaining high client satisfaction and leveraging financial analysis to drive results. A bachelor’s degree in finance or related field is required, with 3–5 years of sales or client relationship experience.