Marketing and Portfolio Manager
4 days ago
This role as a Marketing and Portfolio Manager involves developing and executing strategies to market Trust products and services. The ideal candidate will have strong marketing skills and experience in managing portfolio accounts.
Responsibilities:
- Contribute to the development of sales training programs.
- Lead new customer acquisition and retention efforts.
- Provide product explanations and resolve customer issues.
- Evaluate and optimize investment transaction execution.
- Analyze investment and liquidity requirements of managed portfolio accounts.
- Promote the bank's sustainability policy and initiatives.
Qualifications:
- Bachelor's Degree in a relevant field.
- Minimum 1 year of experience in Trust marketing or related fields.
- Desirable: CUSP certification.
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