Posted:3 weeks ago|
Platform:
Work from Office
Full Time
The Preferred Account Manager is a financial professional or advisor who provides personalized investment advice and services to high-net-worth individuals, institutional clients, or preferred customers of a financial institution, such as a bank or brokerage firm. Their primary responsibility is to manage and optimize their clients' investment portfolios within the equity market, which involves buying and selling stocks and other equity-related securities.
Generating leads
Facilitate meetings with prospects through both cold calling and referencing
AnandRathi
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