Company's market share in the area of Funds Under Management. These individuals build a trusting relationship responsible for the attainment of a Funds Under Management (FUM) target each month as part of the Wealth to the Regional Administration Manager for final checking. Assistance in attending to any outstanding subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories): 1.3., 1.20 experience as a Private Client Wealth/Relationship Manager, with experience in high and ultra-high net wealth
Company's market share in the area of Funds Under Management. These individuals build a trusting relationship responsible for the attainment of a Funds Under Management (FUM) target each month as part of the Wealth to the Regional Administration Manager for final checking. Assistance in attending to any outstanding subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories): 1.3., 1.20 experience as a Private Client Wealth/Relationship Manager, with experience in high and ultra-high net wealth