Gain an understanding of the FSPs needs, financial goals and means, and provide the right product that will satisfy the goals of the FSP in the best and most efficient way possible.
Continuously update and inform FSPs of our products, new products, or changes in existing products. Manage, review, and incorporate the implications of new products with the FSPs. […]
Conduct initial due diligence on clients to identify and flag risks before sending the client for onboarding to the greater team.
Manage own capacity to ensure daily appointments are being prioritised, targets are being met, while allowing...