
Portfolio Development Specialist
2 weeks ago
Unlock Your Sales Potential
About the Role:We are seeking an experienced Portfolio Sales Manager to join our team. As a Portfolio Sales Manager, you will be responsible for engaging existing portfolio clients to cross-sell products and services.
Key Responsibilities:- Engage existing portfolio clients to sell operating accounts, deposits, wealth solutions, Straight2Bank sign-ups, and loan product referrals.
- Participate in sales campaigns for client engagements and assist in periodic reviews of accounts where necessary.
This is a unique opportunity to grow your sales career and contribute to the success of our business. Our company values innovation, teamwork, and customer satisfaction.
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Portfolio Development Specialist
2 weeks ago
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Investment Portfolio Development Specialist
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Investment Portfolio Development Specialist
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Singapore beBeeInvestment Full timeJob Overview: We are seeking a highly motivated Investment Portfolio Development Specialist to join our team. As an Investment Associate Trainee, you will play a key role in developing and maintaining investment portfolios for our clients. Key Responsibilities: Portfolio Management: Analyze client portfolios and develop tailored investment strategies to...
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Portfolio Specialist
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Strategic Portfolio Specialist
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Singapore beBeeInsurance Full time $80,000 - $120,000**Job Description**We are seeking a seasoned insurance professional to lead our corporate portfolio development efforts. As a Senior Corporate Insurance Portfolio Development Specialist, you will be responsible for managing and growing a portfolio of corporate clients to meet their insurance needs.Key Responsibilities:Develop and implement strategies to...