Portfolio Management Professional
3 days ago
At Profession Hub, we are seeking a Portfolio Management Professional to join our team. With an estimated salary of $70,000 - $90,000 per year, this position offers a competitive compensation package.
Job Description:In this role, you will be responsible for managing and regularly updating clients' portfolios. You will also communicate with clients to stay up-to-date with their financial status and build and maintain your client base.
Required Skills and Qualifications:- Valid driver's license with own transport
- Aged 23+
- Knowledge of the insurance industry
- Proficient in Word, Excel, Outlook, and PowerPoint
- Sense of ownership and pride in your performance and its impact on the company's success
- Critical thinking and problem-solving skills
- Team player
- Good time-management skills
- Great interpersonal and communication skills
- Analytical thinking skills and the ability to assess clients' needs.
- Excellent communication abilities, including writing, speaking and active listening.
- Effective sales, presentation, and customer service skills
- Good organisation and time management skills
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