the case is finalized and to maintain contact with IFAs and clients. This person will need to be flexible offs.
Bachelors degree CPF and CFA advantageous Strong IFA relationships
Bachelors degree CPF and CFA advantageous Strong IFA relationships
information and answer Meet with external parties (DD/IFA) when the need arises Assist with monthly close off must have experience dealing with clients/brokers/IFA's
information and answer Meet with external parties (DD/IFA) when the need arises Assist with monthly close off must have experience dealing with clients/brokers/IFA's
from IFA’s, their assistants, and administration office
from IFA’s, their assistants, and administration office
serviced contract. Manage the relationship with the IFA and his staff on an on-going basis; by ensuring the
serviced contract. Manage the relationship with the IFA and his staff on an on-going basis; by ensuring the
services/insurance/similar Strong Discovery Product knowledge IFA compliance MINIMUM THREE YEARS SIMILAR EXPERIENCE