מנהל.ת לקוחות
Core
Financial sales role focused on selling pension and investment products, managing portfolios, and providing professional client services.
Role type
Senior financial sales representative
Builds
Pension and investment products for clients
Domain
Finance / Wealth Management
Deliverable
client delivery
Required skills
Financial sales, portfolio management, client relationship management, regulatory licensing
Preferred skills
Dual license (pension and investments)
Technologies
Investment platforms, portfolio management systems
Responsibilities
Sell pension and investment products, manage client portfolios, provide ongoing professional client support, coordinate with trading department and senior management (via careerplan.io/jobs/56-006-B3-820-job)
Seniority
Individual Contributor, Sales