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Portfolio Manager

2 months ago

Denver, Colorado, United States Swoon Full time
Unlock Your Potential as a Portfolio Banker

Swoon is seeking a talented Portfolio Banker to join our team of professionals who are passionate about delivering exceptional client experiences and driving business growth. As a Portfolio Banker, you will play a critical role in building and maintaining strong relationships with our clients, identifying opportunities to grow their portfolios, and providing expert guidance on financial solutions.

Key Responsibilities:

  • Proactively engage with clients to understand their financial goals and objectives, and develop tailored solutions to meet their needs.
  • Analyze client data to identify opportunities for growth and develop strategies to increase portfolio balances.
  • Collaborate with internal teams to provide exceptional client service and support.
  • Stay up-to-date on industry trends and developments to ensure clients receive the best possible advice.

What We Offer:

  • A dynamic and supportive work environment that fosters growth and development.
  • A competitive compensation package and comprehensive benefits program.
  • The opportunity to work with a diverse range of clients and develop a deep understanding of their financial needs.
  • Regular feedback and coaching to help you achieve your career goals.

Requirements:

  • 3+ years of experience in a banking or financial services role.
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proficiency in Microsoft Office and other relevant software applications.

Nice to Have:

  • Experience with Salesforce or other CRM systems.
  • Knowledge of financial products and services, including banking and investment solutions.

About Swoon:

Swoon is a leading staffing agency that specializes in placing top talent in financial services roles. We pride ourselves on our commitment to excellence, our passion for delivering exceptional client experiences, and our dedication to helping our clients achieve their business goals.