Key Responsibilities Relationship Management Build, manage and retain a portfolio of wealth-sector Introducing Partners. Develop trusted relationships with Independent Financial Advisors, wealth managers and financial planning firms. Act as the primary point of contact for all
SUMMARY: - POSITION INFO: Key Responsibilities Relationship Management Build, manage and retain a portfolio of wealth-sector Introducing Partners. Develop trusted relationships with Independent Financial Advisors, wealth managers and financial planning firms. Act as the primary point