... . Financial Services (Investments & Advisory/Wealth Management). Client Experience Marketing, Sales Led Activation ... or similar. Experience in Financial Planning (Certified Financial Planner would be a benefit ...
a year ago
... would be an advantage. 3-4 years’ experience in a client services environment. 10 ... years’ experience in the financial services industry ... , reporting etc). Liaison between Financial Planner Partner and product providers. Will ...
a year ago