Posted 17 months ago
Account Manager (Mandarin)
@ OTT Financial Group
Toronto, Ontario
Overview
OTT Financial Group is hiring Account Managers in Toronto and Montreal to grow its client base in financial services. The role involves networking, building client relationships, promoting financial products and closing sales against targets. Candidates need 2+ years of client-facing or sales experience, and Mandarin is an asset (French is mandatory for Montreal).
Responsibilities:
- Develop clients through networking, seminars and referrals
- Understand client needs and build trusted relationships
- Promote financial products and services
- Drive revenue by acquiring clients and meeting targets
- Prepare weekly, monthly and ad-hoc reports
Requirements summary:
- 2+ years in customer-facing, sales or client relationship role
- Post-secondary education or equivalent
- Excellent communication and presentation skills
- Mandarin proficiency an asset; French mandatory for Montreal
Tools & skills
Source and dates
Employer career site / ATS feed · bamboohr
- Employer posting date
- 2025-06-15
- First seen by our source
- 2026-10-08
- Source record updated
- 2026-10-09
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Sales |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office, Client sites |
| Physical demands | physical low · computer moderate |
| Languages | Mandarin, French |
| Education | College diploma (preferred) |
Summary and details written by AI from the posting; the employer’s posting is the authority.
OTT Financial Group
| Field | Value |
|---|---|
| Open jobs on Jobsy | 17 |
OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are the home to a wealth of expertise in forex and securities trading, mobile and cross-border payment, and investment fund management.
We are ambitious, results-focused, and forward-looking. At OTT, you’ll get numerous opportunities to learn and grow, alongside a cohort of talented people from diverse backgrounds and industries. Tackling business challenges in a collaborative and innovative environment, you’ll be encouraged to be your best self and make a meaningful impact.
We are looking for experienced Account Managers to support our business growth in Toronto and Montreal. The primary responsibility is to develop the client base, identify clients’ needs, and promote company’s products and services. This role also involves working with internal teams to ensure a coordinated approach to satisfy clients.
Responsibilities:
- Develop clients through networking, seminars, and referrals
- Understand the needs of clients and build trusted relationships with them
- Promote the company's financial products & services to address clients’ needs
- Work with internal teams to identify and recommend cross-sell opportunities
- Drive revenue growth by acquiring new clients, closing sales and meeting targets
- Prepare weekly, monthly and ad-hoc reports to the management team
- Represent the company in a professional manner and adhere to a proper work ethic
- Perform other duties as assigned or requested
Requirements:
- 2+ years of experience in a customer-facing, sales or client relationship building role
- Exceptional focus on customer service
- Working experience in financial services sectors preferred
- Post-secondary education or equivalent
- Self-motivated, resourceful, entrepreneurial and relationship-focused.
- Exceptional interpersonal skills and ability to interact with all personality types
- Excellent communication and presentation skills
- Strong attention to details and solid problem-solving skills
- Mandarin proficiency is a definite asset in order to service our Mandarin speaking clients. For the positions based in Montreal, French proficiency is mandatory.
You will be part of a highly collaborative, growing, and developing team that is critical to meeting our strategic goals within a highly engaged, productive, and innovative environment.
We provide a comprehensive compensation package and a variety of opportunities for you to grow in a dynamic, collaborative, progressive, and high-performing team. Apply now to unleash your full potential.
We thank all applicants for their interest; however, only those candidates selected for an interview will be contacted.
Accommodations for job applicants with disabilities are available upon request.
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