Portfolio Specialist

What we are looking for:

Portfolio Specialist

Responsibilities

• Build and maintain strong relationships with clients to understand their needs and offer tailored financial advice.
• Make cold calls and connect with new people to find potential clients.
• Meet with clients scheduled by the voice and tele calling team.
• Ensure the appointments set are of high quality and relevant for the sales team.
• Manage a group of clients and support them in reaching their financial goals.
• Look for new business opportunities and ways to grow your client list.
• Stay updated on financial products and market trends to give the best advice.
• Regularly review clients’ portfolios and share updates on their investments and strategies.
• Follow all industry rules and company policies
• Suggest additional products or services to current clients when appropriate.

Qualification

• A graduate or postgraduate degree in any field.
• At least

  8 years of experience

  in wealth management & Insurance .
• Strong leadership and communication skills.
• Must know how to use

  Microsoft Excel

  .
• Has a proven history of meeting sales targets and increasing revenue.
• Good understanding of

  financial planning

  and

  investment strategies

  .