Roles & Reasonability:
- You will be responsible for cultivating and maintaining relationships with company's channel partners
- You will serve as their primary point of contact, understanding their requirements and showcasing how company's offerings may be able to serve them.
- Bachelor's degree in Finance, Business Administration, Economics, or a related field (preferred)
- 5-10 years of experience as a Relationship Manager, Wealth Advisor, or similar role in financial service
- Basic understanding of investment products, financial markets, and wealth management strategies
- Excellent communication and interpersonal skills, with the ability to build trust and rapport quickly.
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