Offer summary
Qualifications:
Bachelor's or Master's degree in Business, Finance, or related field, 10+ years of relevant experience, CFP and CFA designations are a plus, Strong proficiency in business planning, In-depth knowledge of financial products.Key responsabilities:
- Drive business development and lead generation initiatives
- Formulate and implement business plans
- Maintain and enhance client relationships
- Collaborate with cross-functional teams
- Conduct market research on industry trends