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Senior Portfolio Manager
2 weeks ago
Job Overview
- We are seeking a skilled professional to build and manage a portfolio of clients in the B2C space.
Key Responsibilities
- Plan and manage new account onboarding processes, asset transfers, and other account service requests.
- BUILD STRONG RELATIONSHIPS WITH CLIENTS AND MAINTAIN CONTINUED COMMUNICATION THROUGH A PERSONALIZED ADVISORY APPROACH.
- Conduct in-depth reviews to identify personal and financial needs of clients and deliver tailored wealth management solutions.
- Build continuous assets under management (AUM).
About You
- You will have experience in building and managing client relationships and be able to communicate effectively with diverse client groups.
- Strong analytical skills are required to review client needs and develop personalized wealth management strategies.
- Proficiency in asset transfer and account management procedures is essential.
- You will be able to work in a fast-paced environment and adapt to changing priorities.
What We Offer
- A competitive compensation package.
- Ongoing training and development opportunities.
- A dynamic and supportive work environment.
