Client portfolios Manager for the investor department
Core
Conduct portfolio reviews and perform upselling for existing clients via outbound calls to warm leads.
Role type
Client Portfolio Manager (Sales) (via careerplan.io/jobs/78-00B-C3-960-client-portfolios-manager-for-the-investor-department)
Builds
Investment portfolio growth and client retention
Domain
Finance / Wealth Management
Deliverable
client delivery
Required skills
outbound sales, portfolio review, upselling, client relationship management
Preferred skills
finance background
