Relationship Enhancement of Affluent sales advisors/brokers positioning in the market to align to customer
Relationship Enhancement of Affluent sales advisors/brokers positioning in the market to align to customer
Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner
point of contact with vendors, distributors, and brokers in region Inform senior management of any discrepancies
point of contact with vendors, distributors, and brokers in region Inform senior management of any discrepancies
and Trustees
hard to support the Senior Paraplanner and Broker to reach and obtain their own targets.
in the MS.NET, C# Domain. SQL, REST API, Message Broker, MSMQ, IBM MQ, Service Bus, Complex Event Processing
engagement sessions and works in partnership with brokers and/or Service Providers on identified initiatives
engagement sessions and works in partnership with brokers and/or Service Providers on identified initiatives