Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" clients when a Private Wealth Manager resigns Assisting Compliance Manager with complaint investigation Requirements: 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
quarterly, and annual financial reports for management and other stakeholders Support strategic planning in the preparation of presentations for senior management and board meetings Collaborate with cross-functional and collaboratively in a fast-paced environment, managing multiple priorities and deadlines Detail-oriented
quarterly, and annual financial reports for management and other stakeholders Support strategic planning in the preparation of presentations for senior management and board meetings Collaborate with cross-functional and collaboratively in a fast-paced environment, managing multiple priorities and deadlines Detail-oriented
Month-end journals and reporting Compiling month-end management packs Analyse GL accounts Preparation of monthly detail and accuracy Strong organisational and time management skills Ability to work independently Meticulous
competitive risks and advantages Researching management track record and history and reviewing annual
competitive risks and advantages Researching management track record and history and reviewing annual