You've gained experience doing manager research and you're keen to join a business where you can directly you? You've got what it takes to research asset managers and know how to identify good performance for solutions and portfolios. You'll be responsible for managing performance data, conducting detailed reporting experience in an Analyst role where you have done manager research. Attention to detail, effective communication
background which essentially makes your Wealth Manager offer their clients the best possible service? Is this you? We all know it's the Wealth Manager that consults with the client but the magic is in the clients like they do. So you've worked in the industry, you know what it takes and you love it, yet you why you'll enjoy it) You'll support the Wealth Managers with financial needs analysis, client reviews trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth
You've gained experience doing manager research and you're keen to join a business where you can directly you? You've got what it takes to research asset managers and know how to identify good performance for solutions and portfolios. You'll be responsible for managing performance data, conducting detailed reporting experience in an Analyst role where you have done manager research. Attention to detail, effective communication
background which essentially makes your Wealth Manager offer their clients the best possible service? Is this you? We all know it's the Wealth Manager that consults with the client but the magic is in the clients like they do. So you've worked in the industry, you know what it takes and you love it, yet you why you'll enjoy it) You'll support the Wealth Managers with financial needs analysis, client reviews trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth
you'll enjoy it) You will assist in reviewing management accounts to ensure accuracy and compliance. You'll reviewing payments to safeguard against inaccuracies, managing VAT returns efficiently, doing the cashbook and excellence across all financial facets. You'll also be managing two or three employees. Where you'll be doing someone from the retail industry but are open to exploring other industries if it's still stock related
have a strong background in compliance and risk management. What you'll be doing (and why you'll enjoy it) You'll review cases, manage breaches and incidents, and produce timely management information reports leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory financial services industry, preferably within fiduciary and investment management sectors. A deep understanding
have a strong background in compliance and risk management. What you'll be doing (and why you'll enjoy it) You'll review cases, manage breaches and incidents, and produce timely management information reports leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory financial services industry, preferably within fiduciary and investment management sectors. A deep understanding
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 salary, you'll enjoy the opportunity to work with industry leaders in a supportive and dynamic environment
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 salary, you'll enjoy the opportunity to work with industry leaders in a supportive and dynamic environment
financial needs analysis, ensuring compliance with industry regulations, preparing client reports, and providing support to advisors. With opportunities to attend industry-related workshops and seminars, you'll continuously