Head of Business Development - Wealth and Investments
May 1, 2021 Purpose and scope of role The Business Development role focuses on a primary driver of the business’s growth being the conversion of assets under advice into assets under management (AUM). This is traditionally achieved through two channels: The provision of Para-planning support (Approved Advice Models) that is deployed into Advisor practices to improve efficiencies and planning outcomes for partners through the adoption of Approved Advice Program. In addition, to grow AUM thro...
Advice Programme Discretionary Fund Management Company Development Advice Program Business Development Approved Advice Models
Source: it-online.co.za