fications:
B Com degree
An investment company based in Claremont
Office-based
yourself in a well-groomed manner that reflects the brand's image. · Continuous learning: Attend training sessions
analysis which would be useful to the Portfolio Managers Client report back presentation generation and Understanding and regular monitoring of investment managers held in our products. Develop an understanding meaningful analysis and support to successfully manage a suit of portfolios. Providing portfolio analytics to discretionary managed clients. Monitor and assess incumbent and current managers alongside the portfolio portfolio managers and investment research teams. Understands the construction of client portfolios and
Reference: CPT007043-CDP-1 Property Management Administrator Western Cape, Southern Suburbs, Claremont outstanding lease agreements, and creating and managing tenancy schedules Experience in a debtors and beneficial Experience working on MDA / MRI Property Management System is non negotiable Own reliable transport
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
FICA Risk Management & Compliance programme.
analysis of financial reports, including monthly management accounts, budget variance analysis, and forecasting financial presentations and reports for senior management and stakeholders Annual budgeting process by ACA,CA ) Strong Academic background Team lead / Management experience Good understanding of accounting principles
process and manage accounts payable transactions
You're an Administrator, with a knack for managing compliance-related tasks. Is this you? You are a detailed trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth