and intermediaries to understand their needs and provide tailored investment solutions. Identify and pursue prospective clients, conduct product training sessions, and provide ongoing support and education to clients CFA, CFP) are a plus. Minimum of 5 years of experience in business development or client relationship
and intermediaries to understand their needs and provide tailored investment solutions. Identify and pursue prospective clients, conduct product training sessions, and provide ongoing support and education to clients CFA, CFP) are a plus. Minimum of 5 years of experience in business development or client relationship