strategic customer business developer - Little Rock - beBeePortfolio

    beBeePortfolio
    beBeePortfolio Little Rock

    1 week ago

    $110,250 - $235,810 (USD) per year

    Job title: Retirement Client Advisor

    Description

    Job Description

    The primary goal of a Client Portfolio Manager is to cultivate new business opportunities and oversee a customer portfolio as defined in the comprehensive business plan.

    • Deliver exceptional customer experiences while effectively managing a book of business and fostering strong client relationships.
    • Serve as a liaison between clients and UMB's Portfolio Management and Research teams, ensuring full understanding of market trends, manager selection strategies, monitoring practices, and strategy decisions. Clearly communicate recommendations to clients.
    • Hold regular meetings with clients for ongoing plan/investment reviews. Educate them about market conditions, plan/account investments performance, strategy changes caused by regulatory or tax environment factors that influence plan decisions.

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