Portfolio Relationship Coordinator

7 days ago


Stockholm, Stockholm, Sweden W Executive Full time
Portfolio Relationship Coordinator

At W Executive, we are seeking a Portfolio Relationship Coordinator to coordinate and manage relationships between our company and existing and potential clients. The successful candidate will have excellent communication and interpersonal skills, a strong understanding of financial products, and the ability to analyze market trends and customer needs.

Responsibilities
  • Coordinate and manage relationships between our company and existing and potential clients.
  • Promote and sell our financial products to potential customers.
  • Collaborate with investor relations departments, marketing teams, and back-office staff to optimize sales efforts.
  • Provide detailed monthly reports on activities, including contact volume, meetings, pipeline status, and ongoing projects.
What We Offer

We offer a competitive salary package, flexible working arrangements, and the opportunity to work with a dynamic and passionate team.



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