Client Relations Executive - Investment Portfolio

CENTRL
Any Location, NY
Category Sales
Remote
Job Description
CENTRL is a growing Silicon Valley technology AI company looking for a Client Relations Executive to advocate for and grow their customer-base and represent their brand. The ideal candidate will have 7+ years of client relationship management experience with deep investment industry experience.

Requirements

  • 7+ years of client relationship management with deep investment industry experience
  • Prior experience managing a book of high-value client relationships
  • Excellent interpersonal, self-motivational and negotiating skills
  • Experience in risk management, bank network management and investment operational due diligence is a plus

Benefits

  • Competitive base compensation package
  • Performance-based bonuses
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