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Portfolio Growth Specialist
1 week ago
The successful candidate will be responsible for building strong, long-lasting relationships with clients to support their growth and ensure they receive excellent service.
This includes regularly engaging with clients, assessing their needs, and offering solutions to meet their financial goals.
The candidate must also adhere to all regulatory requirements, ensuring risk and compliance are properly managed.
- Build strong, long-lasting relationships with clients
- Regularly engage with clients and offer solutions to meet their financial goals
- Ensure compliance with all regulatory requirements