Document Control Jobs in Pretoria, Eastern Cape
People Dimension
- Last 3 days
Assistant Wealth Adviser Market Related NEW
People Dimension
Pretoria
Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as customer's needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant company standard documents, policies and procedures. Prepare statement of advice documentation as required necessary undertaken. Prepare statement of advice documentation as required. Ensure the accurate production production of all customer portfolio review documentation and reports in line with the practices service model
share this job on whatsappAssistant Pretoria NEW
People DimensionPretoria
Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as customer's needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant company standard documents, policies and procedures. Prepare statement of advice documentation as required necessary undertaken. Prepare statement of advice documentation as required. Ensure the accurate production production of all customer portfolio review documentation and reports in line with the practices service model
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