account manager

Responsibilities

• Identify clients' financial goals and objectives
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Arrange for sale of financial products and investments
• Negotiate with corporations and government to determine the type and terms of new securities issue
• Prepare offering prospectus for new issues of stocks and bonds
• Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
• Assist in the planning and execution of financial statement audits