... office-based role. Assist Client Portfolio Managers with investment proposals and portfolio ... analyses. Contact prospective clients and ... , and financial regulations. Handle client queries and maintain records of ...
26 days ago
... determine if leads fit the client profile. Accurately log lead information ... with warm leads and nurture relationships over time. Ensure a smooth handover ...
26 days ago
... determine if leads fit our client profile Log lead information accurately ... with warm leads and nurture relationships over time Ensure smooth handover ...
a month ago