Our client is a boutique wealth management company offering affluent clients wealth planning strategies a driven Client Portfolio Analyst. This role supports Portfolio Managers in managing client investment investment portfolios by analysing client situations, mandates, and team preferences. Your close collaboration
Our client is a boutique wealth management company offering affluent clients wealth planning strategies a driven Client Portfolio Analyst. This role supports Portfolio Managers in managing client investment investment portfolios by analysing client situations, mandates, and team preferences. Your close collaboration
Description Hire Resolve's Client in the accounting and auditing industry , is currently seeking a dedicated dedicated and experienced Client Accountant to join their team. As a Client Accountant, you'll play a a pivotal role in managing and maintaining client accounting and payroll records. Your primary responsibilities compiling accurate financial statements, assisting clients with SARS-related matters, payroll, and addressing compilation engagements, and fostering strong client relationships through effective communication.
Our client in the hospitality industry is looking for an Intermediate Client Liaison Consultant. As the the Intermediate Client Liaison Consultant, you will be responsible for various administration duties need a client-centric mentality, with consistent VIP service and personal accountability for client satisfaction approved and checked by the GM. As an Intermediate Client Liaison Consultant, you'll have the opportunity to to expand your skills and knowledge in client relationship management. Requirements: Qualification Travel
environment. Contribute to the high standard of quality client service to both financial intermediaries and investors Leading team members to achieve Client Service's strategic objectives. Client Servicing. Provide resolution
environment. Contribute to the high standard of quality client service to both financial intermediaries and investors Leading team members to achieve Client Service's strategic objectives. Client Servicing. Provide resolution
Are you an Analyst that enjoys working with clients? Here's your opportunity to combine those skills research, you also enjoy consulting with and advising clients on how best to structure their investment portfolios managing client investment portfolios. From conducting suitability assessments and preparing client reviews analysis, you'll be at the forefront of ensuring clients' financial goals are met. You'll enjoy the variety firm/family office based in Melrose, Johannesburg, renowned for its commitment to excellence and client-centric
Are you an Analyst that enjoys working with clients? Here's your opportunity to combine those skills research, you also enjoy consulting with and advising clients on how best to structure their investment portfolios managing client investment portfolios. From conducting suitability assessments and preparing client reviews analysis, you'll be at the forefront of ensuring clients' financial goals are met. You'll enjoy the variety firm/family office based in Melrose, Johannesburg, renowned for its commitment to excellence and client-centric
that all clients are invested in line with its respective model portfolio taking any client specific completely and ensure execution across our model and clients portfolios. Conduct technical analysis of instruments through and ensure execution across our model and clients portfolios. Ensure that you use the systems available
and representing high caliber candidates. Our clients are diverse Leaders in their respective Industries FINANCIAL CRIME COMPLIANCE OFFICER AML. The Financial Crime Compliance Officer primary purpose is to assist