Client Portfolio Manager

2 months ago

Toronto, Ontario, Canada the Ladders Full time

Client Relationship Manager

Overview

As a Client Relationship Manager at The Ladders, you will be accountable to our partners for maintaining and growing existing client portfolios. Your exceptional client-management skills and financial acumen will be used to develop an individualized investment strategy for each client.

Responsibilities

* Develop and maintain strong relationships with clients to understand their investment goals and objectives
* Analyze client financial data to create tailored investment strategies
* Collaborate with partners to identify new business opportunities and grow existing client portfolios

Requirements

* 3+ years of experience in client relationship management or a related field
* Strong understanding of financial markets and investment strategies
* Excellent communication and interpersonal skills

What We Offer

* Competitive salary and bonus structure
* Opportunities for professional growth and development
* Collaborative and dynamic work environment

If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply.

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