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