Client portfolios Manager for the investor department
On-site · Israel
Core
Conduct portfolio reviews and perform upselling for existing clients via outbound calls to warm leads.
Role type
Client Portfolio Manager (Sales)
Builds
Investment portfolio growth and client retention
Domain
Finance / Investment Management
Deliverable
client delivery (via careerplan.io/jobs/78-00B-C3-960-client-portfolios-manager-for-the-investor-department-at-be-the-bank)
Required skills
outbound sales, portfolio review, upselling, client relationship management
Preferred skills
finance background
Responsibilities
Make outbound calls to warm leads, Conduct portfolio reviews for existing clients, Perform upselling based on client needs and investment goals