About The Role

Manage a portfolio of clients, including professionals, entrepreneurs, and high-net-worth individuals, with a focus on long-term relationship building
Conduct regular check-ins and review meetings with clients to discuss portfolio performance and provide updates
Maintain ongoing communication with clients through calls, messages, and digital channels to ensure engagement and satisfaction
Drive growth by encouraging clients to increase their investment contributions
Share curated insights, research, and investment recommendations from the internal advisory team
MBA graduate is a must and coming from a reputable university is preferred
Strong interpersonal and communication skills
Previous experience in sales, account management, or client servicing is an advantage
Willingness to work full-time onsite at the company’s office

This listing was posted by a verified recruiter at Ajaib. Report this listing

Client Partner