Portfolio Expansion Specialist
7 days ago
We are seeking a skilled and experienced professional to play a crucial role in expanding our business portfolio by identifying, targeting, and acquiring new clients across various wealth spectrums.
">- Key responsibilities include performing financial needs analysis and adding value to clients' objectives, expanding business contacts, and developing relationships with new and existing clients to drive growth.
- The ideal candidate will have strong communication and time management skills, as well as research and presentation skills to effectively explain market events.
- Able to organize and track overlapping tasks and assignments with frequent priority changes, the successful candidate will be able to implement strategies and sales processes to acquire new clients and retain existing ones.
Key qualifications:
- Full A Level Certificate or Local Polytechnic Diploma/Degree in any field.
- Strong analytical and problem-solving skills.
- Excellent relationship-building and negotiation skills.
- Ability to stay up-to-date with market trends and developments.
As an Investment Specialist, you will be working closely with cross-functional teams to drive business growth and expansion. You will be responsible for identifying and pursuing new business opportunities, building and maintaining relationships with key clients, and driving revenue growth through effective sales and marketing strategies.
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