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Client relationship manager • pearland tx
Relationship Manager
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A company is looking for a Relationship Manager to expand its Active Trader client base.
Key Responsibilities
Manage the entire sales cycle for targeted segments through various communication methods
Nurture and convert new leads into active trading clients while enhancing existing client relationships
Identify cross-sell opportunities and provide feedback on product offerings to leadership
Required Qualifications
3 - 5 years of experience in a sales or relationship management role
1 - 3 years of experience in financial services or personal investing
Undergraduate or post-secondary degree in a related field is preferred
Completion of the Canadian Securities Course (CSC) is a plus
Proven ability to work independently in a remote environment