To support the Relationship Manager with the day-to-day administrative (portfolio management) sales operational functions for allocated Growth portfolios. To ensure that all compliance requirements within the portfolios are met and act as a central office-bound contact point for the client providing sales and service fulfilment aligned to segment targets.
Minimum Degree Requirements one of the below qualifications or similar:
Sales Experience, Presentation Skills, Financial Services, Customer Service, Financial Acumen, Fraud, Math, Military Experience, Banking, Upselling, Cash Handling, RMF
Years
1