needs. Identify new business opportunities and develop and Implement strategies, and manage individual relationships. Key Accountabilities: • Source, develop and cultivate your own client base by networking financial planning advice to “retained” clients • Develop and implement strategies to obtain and manage business
needs. Identify new business opportunities and develop and Implement strategies, and manage individual relationships. Key Accountabilities: • Source, develop and cultivate your own client base by networking financial planning advice to “retained” clients • Develop and implement strategies to obtain and manage business
planning, including cash flow planning and analysis; Develop, implement and manage financial strategy; and Perform creativity to solve problems Ability to manage and develop the accounts team