Portfolio Manager: CRS

MAIN OUTPUTS AND RESPONSIBILITIES FOR THIS POSITION Develop Existing Portfolio of Clients Developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client relationship. Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets Developing the company image and presence. Identifying opportunities to maintain and grow the portfolio. Conducting meetings with clients. Distributing and discussing statis… This vacancy is listed on Adzuna. Read the full advert and apply there; Insly does not receive applications for it.