
Financial Portfolio Development Specialist
4 days ago
Seeking an experienced portfolio management professional to acquire and enhance relationships with new and existing customers.
- Key Responsibilities:
- Acquire and manage a portfolio of customers, providing tailored solutions to meet their needs.
- Cross-sell products and services to deepen customer relationships and increase share of wallet.
- Ensure quality new acquisitions and retention of customers through exceptional service and timely follow-up.
- Monitor account activity and ensure customer satisfaction.
- Develop and maintain strong relationships with customers to drive business growth and revenue.
Requirements:
- Strong understanding of financial products and services.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Proven track record of achieving sales targets and driving business growth.
- Knowledge of industry trends and market conditions.
Benefits:
- Competitive salary and bonus structure.
- Opportunities for career advancement and professional development.
- A comprehensive benefits package, including health insurance and retirement plan.
- A dynamic and supportive work environment.
Other:
- Must be able to work in a team environment and collaborate with colleagues to achieve common goals.
- Must be able to adapt to changing priorities and deadlines.
- Must be able to maintain confidentiality and handle sensitive information with discretion.
-
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