Job Summary
A financial company has an open position for a Telecommute Wine Portfolio Manager.
Core Responsibilities of this position include:
- Recording detailed notes during onboarding call
- Conducting onboarding calls with new Premium ($50k+) & Grand Cru (250k+) clients
- Giving industry updates to clients utilizing internal information/research
Applicants must meet the following qualifications:
- Wine knowledge or willingness to learn more about wine in-depth
- A well-rounded understanding of investing
- Willingness to independently conduct your own market/wine research that can be shared with clients
