Sourcing referral routes for customers, and using those referral routes to sign customers up to the programme; Strong sales and employment background.
Manage the ‘client journey’, overseeing the prospective lead to client process and completing sign-up processes. Client Liaison Manager training programme.
The HOM role is a crucial strategic role with an enhanced set of responsibilities including accountability within the accountant growth squad; delivering…
Liaising with internal and external (for example Legal, Trustee, Depositary) functions to ensure the production and sign off of regulatory documentation.