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Portfolio Management Professional
2 weeks ago
This role is responsible for proactively managing a portfolio of affluent clients through provision of analysis, research, sales and service fulfilment.
- Build strong relationships with clients to understand their needs and preferences.
- Market all financial services solutions to ensure clients are aware of available options.
- Assist with profit growth by ensuring effective management of the leads pipeline.
- Develop skills and knowledge to stay up-to-date with industry trends and developments.
- Continuously assess performance and make improvements as needed.
- Provide an efficient administration service through careful planning, reporting and updating of information.
- Manage key stakeholder relationships to achieve operational objectives.
- Deliver exceptional service that exceeds customers' expectations through proactive and innovative solutions.
