target market to grow the client base and generate new business through a strong acquisitions focus.
Responsibilities:
of the duties include:
trading. Some of the duties include: Confirm all new and existing Front Office trades and cashflow transactions confirmations to Docusign and secure the necessary signatures. Confirm all new and existing trades and cashflow
trading. Some of the duties include: Confirm all new and existing Front Office trades and cashflow transactions confirmations to Docusign and secure the necessary signatures. Confirm all new and existing trades and cashflow
trading. Some of the duties include: Confirm all new and existing Front Office trades and cashflow transactions confirmations to Docusign and secure the necessary signatures. Confirm all new and existing trades and cashflow
stock and managing the process. Maintain a high security and proper control of the company assets. Requirements:
tracking)
tracking) Fit and Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with declarations have been sent and received Assisting new Para-planners with pre-checking and training on Client
tracking) Fit and Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with declarations have been sent and received Assisting new Para-planners with pre-checking and training on Client
and maintain accurate financial records. Fly to new hights and be part of an organisation that values