
Strategic Client Liaison
3 days ago
Job Overview
We are seeking a seasoned professional to manage client relationships by providing expert advice on investments, delivering timely service, and resolving client queries efficiently.
Main Responsibilities:
- Providing guidance on investment portfolio decision-making and asset allocation strategies
- Nurturing existing client relationships through education and relationship building
- Developing new client relationships by establishing clear expectations and information exchange
- Staying updated on financial market trends and behavioral analysis
Key Requirements:
- Minimum 5 years of experience in premier banking, wealth management, or portfolio management
- Bachelor's degree or higher in Marketing or related field
About the Opportunity:
This is an exciting career opportunity to work in the finance industry and develop your skills in client relationship management. If you have a passion for finance and a strong desire to succeed, we encourage you to apply.
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