New Business Development Officer - Remote
2 weeks ago

Job summary
We are actively seeking a seasoned Investment Advisor Representative to join our team as Managing Director - Wealth Management. Ideal candidates will possess at least 5 years of proven experience in business development in financial services.A current book of business is highly desirable, though not essential but a clear plan to developing new clients is.
The role involves creating, managing and executing a pipeline of business opportunities from prospecting to handing off client onboarding.
Job description
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