Commercial Account Executive: Grow Sales & Client Wealth

Nimbus Elite Partners

San Antonio (TX)

On-site

USD 60,000 - 89,000

Full time

11 days ago

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Benefits offered by this job

Health insurance

Retirement plan

Career development

Job summary

Nimbus Elite Partners in San Antonio, TX seeks a Commercial Account Executive to join our investment management and financial planning team. This full-time role focuses on developing and maintaining client relationships, identifying new business opportunities, and driving sales growth.

You will collaborate with the sales and investment teams to meet quarterly targets, prepare reports, and stay current with market trends.

Qualifications

Bachelor's degree in Business, Finance, or related field, or equivalent experience.
2–4 years of experience in commercial banking, investment management, or financial services.
Strong understanding of financial products, services, and market trends.
Excellent communication and interpersonal skills.
Proven track record of meeting sales targets.
CRM familiarity is a plus.

Responsibilities

Develop and maintain relationships with existing clients and prospects in the commercial sector.
Identify and pursue new business opportunities through strategic outreach.
Monitor client accounts and provide regular updates on portfolio performance.
Collaborate with investment team to develop and implement tailored investment strategies.
Assist in the preparation of financial reports and presentations for clients and stakeholders.
Stay up-to-date with industry trends, regulations, and best practices to ensure compliance and maintain a competitive edge.