Portfolio Assistant
Core
Provides administrative and operational support to the delivery of financial and investment planning and advice, while contributing to business growth through client acquisition and telemarketing.
Role type
Senior IC portfolio assistant (wealth sales & service)
Builds
Client relationships, sales performance, and business growth for the team
Domain
Financial services / Wealth management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Client relationship management, Telemarketing, Data analysis, Report generation, Compliance adherence, Product knowledge
Preferred skills
Investment process knowledge, Strategic initiative execution, Risk management awareness
Technologies
Dashboards, Reporting tools
Responsibilities
Monitor sales and service performance targets, Acquire clients via internal referrals and external marketing, Execute telemarketing and outbound calls, Coordinate marketing activities and sales materials, Resolve client complaints independently, Analyze data to provide insights and recommendations, Maintain client schedules and meeting coordination, Ensure compliance with risk and regulatory policies
Seniority
Mid-level, hands-on IC