Ensure the realization of established management policies and the implementation of appropriate commercial initiatives for the management and development of the assigned client portfolio
Job Summary
Ensure the realization of established management policies and the implementation of appropriate commercial initiatives for the management and development of the assigned client portfolio.
Ensure a high level of service and advice to assigned clients, in compliance with current regulations, as well as all necessary operational and administrative fulfillments.
We strive for a culture in which we are empowered to excel together every day, acting responsibly, thinking commercially, taking initiative and working collaboratively.
Matching Summary
Ensure the realization of established management policies and the implementation of appropriate commercial initiatives for the management and development of the assigned client portfolio.
Skills & Requirements
Must-have
investment product knowledge
financial market knowledge
client relationship management
sales development activities
Nice-to-have
socio-economic knowledge
teamwork and collaboration
result-oriented mindset
interpersonal skills
Key Requirements
Consolidated experience in investments
Knowledge of managed savings, administered, and insurance products