regarded, well established Trust and Investment Management company based in Cape Town have created a Compliance policies and procedures within the organisation. Key responsibilities include: Compliance reporting (internal Certificate: Compliance Officer (NQF 6). Completed accounting or auditing articles Computer literacy - advanced
regarded, well established Trust and Investment Management company based in Cape Town have created a Compliance policies and procedures within the organisation. Key responsibilities include: Compliance reporting (internal tertiary qualification is a necessity. Completed accounting or auditing articles Computer literacy - advanced
Provide a financial roadmap and investment solution • Manage client's wealth by effective advice and change existing clients • Management of business practice management within Citadel, Management of Stats, inflows implementation accordingly • Management of portfolios under managements • Hold bi-annual client meetings meetings with clients • Management and development of an Assistant • Keep abreast of changes by attending prospective clients, • Retention of Existing Clients, • Managing AUM and Net Flows, Post graduate Diploma in Financial
Provide a financial roadmap and investment solution • Manage client's wealth by effective advice and change existing clients • Management of business practice management within Citadel, Management of Stats, inflows implementation accordingly • Management of portfolios under managements • Hold bi-annual client meetings meetings with clients • Management and development of an Assistant • Keep abreast of changes by attending prospective clients, • Retention of Existing Clients, • Managing AUM and Net Flows, Post graduate Diploma in Financial