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Account Portfolio Management

Account Portfolio Management is the strategic oversight and control of an organization's client accounts, aimed at optimizing outcomes. This entails managing cross-account risks, diversifying account mix, maximizing account profitability, and ensuring long-term client relationships through exceptional account servicing, tailored to each client's unique business needs.

Level 1: Emerging

At an emerging level, you are learning to manage accounts, demonstrating your ability to handle basic account portfolios while seeking regular guidance and support from senior colleagues.

Level 2: Proficient

At a proficient level you are able to effectively manage a diverse portfolio of client accounts, balancing priorities and delivering tailored solutions to meet their needs while maximizing profitability for the organization.

Level 3: Advanced

At an advanced level you are adept at strategically managing a diverse portfolio of key accounts, effectively balancing client needs with company objectives to drive long-term success and growth.

Where is this capability used?