guidelines and industry best practices.
(FAIS and FICA) o Review and approval of client onboarding • Technical queries: o assist advisory, fiduciary
(FAIS and FICA) o Review and approval of client onboarding • Technical queries: o assist advisory, fiduciary
strategies. Business Development: Bring new clients onboard by cold calling. Reach out to leads telephonically
strategies. Business Development: Bring new clients onboard by call calling. A big part of your job will
strategies. Business Development: Bring new clients onboard by cold calling. Reach out to leads telephonically
strategies. Business Development: Bring new clients onboard by call calling. A big part of your job will
the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial
the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial
Previous experience in managing own client portfolio, including the onboarding of clients, client interaction