Client Growth Executive – Financial Solutions & Portfolios

Apex Global Partners, Inc.; Detroit (MI); Sur place; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Comprehensive health insurance

Retirement plan with company match

Professional development opportunities

Résumé du poste

Apex Global Partners, based in Detroit, MI, is seeking a full-time Account Executive to manage and grow our client portfolio. You will develop and maintain client relationships, understand their needs, and provide tailored investment and advisory services.

Salary is negotiable, and the position is open until November 22, 2026. You will monitor portfolios, provide regular reports, and collaborate with the investment team to ensure alignment with financial objectives and risk tolerances.

Qualifications

• Bachelor's degree in Business, Finance, Marketing or related field.
• 3-5 years of sales or account management experience in financial services.
• Proven track record of meeting sales targets.
• Strong interpersonal and communication skills.
• Excellent organizational and time-management skills.
• Proficiency with MS Office (Excel, Outlook).

Responsabilités

• Develop and maintain strong relationships with existing and potential clients.
• Identify and pursue new business opportunities through proactive outreach and networking.
• Provide exceptional customer service and support to clients.
• Monitor client portfolios and provide updates on performance and market trends.
• Collaborate with the investment team to align portfolios with clients' financial objectives and risk tolerances.
• Attend industry conferences, seminars, and networking events to stay informed about market trends and expand professional network.

Connaissances

Relationship building

Sales experience

Communication skills

Time management

CRM familiarity

Formation

Bachelor's degree in Business, Finance, Marketing

Outils

Microsoft Excel

Microsoft Outlook

Microsoft Office Suite

Description du poste

Apex Global Partners, based in Detroit, MI, is seeking a full-time Account Executive to manage and grow our client portfolio. You will develop and maintain client relationships, understand their needs, and provide tailored investment and advisory services.

Salary is negotiable, and the position is open until November 22, 2026. You will monitor portfolios, provide regular reports, and collaborate with the investment team to ensure alignment with financial objectives and risk tolerances.