Financial Portfolio Specialist

About Wealth ManagementWealth managers play a pivotal role in overseeing the financial portfolios of affluent individuals.Key responsibilities include acquiring new clients, maintaining existing relationships and growing assets under management.Managers must offer personalized services to deepen client relationships and increase wallet share.Collaboration...

Every career journey is personal. That's why we empower you with the tools and support to create your own success story. Be challenged. Be heard. Be valued. Be you ... be here.Job SummaryThe Portfolio Analytics team at Bread Financial is responsible to provide custom insights and reporting support to our partners (client partnership and marketing, field...

Growing a thriving portfolio requires expertise and dedication. As a wealth manager, your primary responsibility will be to expand the liability book and investment assets under management by fostering existing relationships and acquiring new clients.Key Responsibilities:Develop a robust strategy for deepening client relationships and identifying...

Job Title: Premier Portfolio SpecialistAbout the RoleWe are seeking a skilled and experienced Premier Portfolio Specialist to join our team. In this role, you will be responsible for managing high-net-worth client relationships, providing investment solutions, and driving business growth.Key Responsibilities:Main Responsibilities:Client Relationship...

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Contribute to achieving financial targets and business composition goals of theorganization.Achieve ROI that surpasses the benchmark index for the portfolio, while managingacceptable risk levels.Guide Wealth Managers on the latest products to enhance their sales pitches.Actively engage in internal discussions to collaboratively develop house views across...

Investment Analyst RoleAbout the OpportunityThis is a chance to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.About the Internship:As an Investment Analyst, you will engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide...

As a Collections Specialist, you'll drive recoveries on overdue loans with a focus on Personal Loans (PL), Business Loans (BL), and Auto Loan portfolios by engaging with customers, negotiating settlements, and ensuring account closures—all while adhering to regulatory guidelines.About the Role:You will be responsible for contacting delinquent customers via...

Area Credit Manager PositionJob Summary:We are seeking an experienced professional to fill the role of Area Credit Manager.Key Responsibilities:Conduct thorough financial analysis and eligibility calculations for loan applications in accordance with defined policy programs.Maintain timely processing of cases logged in for review, ensuring adherence to set...

Job description:· Responsible for managing client's portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.· Communicating trading on calls and investing ideas to customers.· To trade on behalf of clients.· Responsible for brokerage generation.· Cross selling third...