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
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
This position is for a Senior Legal Advisor within a listed company in the financial services industry (corporate, LISP, retirement funds, collective investment schemes, Linked Life license, asset management, retail and institutional investment products). This is
Role Purpose The purpose of this role is to execute on Broker and SMA (Short-term Broker Relationship Consultant) Sales and Management Strategy in Western Cape, KZN, Eastern Cape, Southern Cape, whilst achieving a seamless client experience
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