Investment Client Relations Executive

Job Summary

A company is looking for a Client Relations Executive - Investment Portfolio.

Key Responsibilities

• Maintain and grow a portfolio of investment market clients, driving adoption and retention of products
• Create and manage account plans, including success metrics and engagement strategies
• Collaborate with sales and marketing teams to pursue expansion opportunities and build customer resources

Required Qualifications

• 7+ years of client relationship management experience in the investment industry
• Prior experience managing high-value client relationships focused on customer success
• Ability to develop new relationships and drive progress on strategic goals
• Demonstrated organizational skills to handle multiple tasks with varying priorities
• Experience in risk management and investment operational due diligence is a plus