Mass Affluent Client Portfolio Manager - Berkeley - beBeeFinancial

    beBeeFinancial
    beBeeFinancial Berkeley

    1 day ago

    Job title: Senior Premier Relationship Manager

    Description

    Required Skills and Qualifications

    To succeed in this position, you must possess excellent communication skills, both verbal and written. You should also have strong analytical skills, with the ability to diagnose problems and develop effective solutions.

    • You should have at least 4-6 years of experience in a related field.

    • Advanced understanding of deposit products
      Excellent knowledge of brokerage
      insurance products

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