The role is a customer facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.
The role holder has a responsibility to acquire, cross sell and retain a portfolio of Premier customers, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by IWPB).
Active management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements.
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The role is a customer facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.
The role holder has a responsibility to acquire, cross sell and retain a portfolio of Premier customers, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by IWPB).
Active management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements.
...
Develop and integrate LMS functions and systems; and participate in pair programming with mid-level and senior developers. System development; and LMS and e-learning tools/systems integration including write codes, testing (fix bugs), attend design meetings, system deployment and launching, and documentations.
Manage and provide daily support for Learning Management System (LMS) and e-learning tools/systems. Ensure ongoing operations of LMS and its stability. The functions include manage and define user roles, assist ID in setting up of learning courses, selection of e-learning tools and plugs-in, build custom certification, reporting/learning analytics, etc.
Work with Instructional Designer, software development team and technical/operation team to ensure smooth integration of e-learning content, technical and system infrastructure of LMS and and e-learning tools/systems.
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