Wealth Manager Partner Acquisition and Development

Drive partner acquisition to achieve business goals. Achieve business revenue targets across wealth and broking products. Promote and distribute financial products through partners. Build and maintain strong relationships with partners as well as clients to ensure long-term engagement and business growth. Identify new business opportunities and contribute to revenue generation through B2B channels. Key

38 years of experience in business development or relationship management in wealth, broking, or insurance (agency). Strong networking, communication, and client acquisition skills. Good understanding of financial products and wealth management solutions. Target-driven with a focus on delivering results. .