of information to IFAs, establishment of meetings, reporting of BDM activities, IFA training, support
responsibility for administering the TOB process for all new IFA relationships and liaise with all relevant parties
/> Supporting IBCs at events and networking with IFAs and data collection and follow up.
Assist
preparation of presentations and pitches for prospective IFAs.
Relationship Management & Servicing
IFAs via email, phone, and in-person and Hospitality
platforms. - Have a strong existing network of IFA's, Fund of Funds, Private Wealth & Tied Agency Agency brokers. - Build strong relationships amongst IFA's, Fund of Funds, Private Wealth & Tied Agency portfolios and unit trust funds. A strong network of IFA's, Fund of Funds, Private Wealth & Tied Brokers
and unit trust funds.
to Advisers and senior management at established IFA. A wonderful career opportunity awaits you. Requirements:
to Advisers and senior management at established IFA. A wonderful career opportunity awaits you. Requirements: