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A financial services firm is seeking a Client Portfolio Manager to represent investment strategies and cultivate relationships with clients. The ideal candidate will have 5-8 years of client-facing experience in the investment sector, a strong understanding of capital markets, and excel at communication and relationship building. Responsibilities include managing client interactions, participating in pitches, and providing insights to drive client loyalty. An undergraduate degree in business or related field is required, and candidates with an MBA/CFA are preferred.
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