Company: Catch
Location: Sandton, North Johannesburg
Purpose of role: • Centralised business development and para planning support for Financial Advisors in assistance to the senior BDM. • 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. Responsibilities • Execute client endorsed advisory plans and annual reviews on behalf of the senior BDM and with the Advisors. • Iden…
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Location: Sandton, North Johannesburg
Purpose of role: • Centralised business development and para planning support for Financial Advisors in assistance to the senior BDM. • 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. Responsibilities • Execute client endorsed advisory plans and annual reviews on behalf of the senior BDM and with the Advisors. • Iden…
Apply Now
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