work closely with portfolio managers to support the management and administration of client portfolios
Key Responsibilities:
administration of a portfolio of clients allocated. He/ she should adhere to the administration procedures, SLA
trustees/directors of the client whilst the portfolio manager administrator fulfills a support structure and attends
Reference: PTA002953-JB-2 This role offers an incredible opportunity to develop professionally while managing a significant portfolio of diverse clients, including top corporate and individual accounts. If you thrive in a dynamic environment where problem-solving and client service excellence are pa
Reference: PTA002953-JB-2 This role offers an incredible opportunity to develop professionally while managing a significant portfolio of diverse clients, including top corporate and individual accounts. If you thrive in a dynamic environment where problem-solving and client service excellence are pa
client portfolios and other records and liaise with the company appointed Investment Administrator to arrange
client portfolios and other records and liaise with the company appointed Investment Administrator to arrange
client portfolios and other records and liaise with the company appointed Investment Administrator to arrange
PTA002954-JB-1 As a Portfolio Assistant, you will provide essential administrative support and manage