• Centralised business development and para planning support for Financial Advisors in assistance to […]
• Ensuring each Partner supports and executes on the AW endorsed advisory processes.
• Assist in growing Assets Under Management for each Advisor.
• Assist in developing, activating and executing on an Advisor’s prospecting plans. […]
• Execute client endorsed advisory plans and annual reviews on behalf of the senior BDM […]
• Identifying and developing client opportunities in each Advisors’ practice by looking at opportunities in […]
• Business development activation and assistance at client...