
Portfolio Development Manager
1 week ago
Job Title: Portfolio Sales Manager
">As a key member of our sales team, you will be responsible for engaging and cross-selling to our small business clients. This is an exciting opportunity to develop your skills and contribute to the growth of our business.
">Responsibilities">- ">
- Engage existing portfolio clients to cross-sell products, including operating accounts, wealth solutions, and loan referrals.">
- Participate in relevant sales campaigns and initiatives to drive client engagement.">
- Assist in periodic account reviews and provide exceptional customer service.">
- Ensure compliance with our code of conduct and maintain the highest standards of professionalism.">
Benefits:
">This role offers a competitive salary, comprehensive benefits package, and opportunities for professional development and career advancement.
">Requirements:
">To succeed in this role, you will need excellent communication and interpersonal skills, a strong understanding of financial products and services, and a proven track record of sales success.
">About Us:
">We are a dynamic and innovative organization committed to delivering exceptional results and building long-term relationships with our clients.
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Manager, Portfolio and Risk Analysis
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Portfolio Manager
3 days ago
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