clients on how best to structure their investment portfolios. What you'll be doing (and why you'll enjoy it) pivotal role in supporting Portfolio Managers in managing client investment portfolios. From conducting suitability assessments and preparing client reviews to monitoring portfolios and providing ad hoc investment analysis, you'll
You're an Administrator, with a knack for managing compliance-related tasks. Is this you? You are a detailed detailed Administrator, you've gained some experience within the FAIS compliance environment and you're you'll need at least 2 years of experience in an administrative role, preferably in an FAIS compliance environment
You're an Administrator, with a knack for managing compliance-related tasks. Is this you? You are a detailed detailed Administrator, you've gained some experience within the FAIS compliance environment and you're you'll need at least 2 years of experience in an administrative role, preferably in an FAIS compliance environment
clients on how best to structure their investment portfolios. What you'll be doing (and why you'll enjoy it) pivotal role in supporting Portfolio Managers in managing client investment portfolios. From conducting suitability assessments and preparing client reviews to monitoring portfolios and providing ad hoc investment analysis, you'll
Are you a seasoned SAP Project Portfolio Management Consultant with a track record of successful implementations
the company's range of investment solutions and portfolios. You'll be responsible for managing performance
the company's range of investment solutions and portfolios. You'll be responsible for managing performance
have a say in proxy votes for companies in their portfolio. With a focus on both internal and external reporting
have a say in proxy votes for companies in their portfolio. With a focus on both internal and external reporting
established Wealth Managers with all the technical administration that needs to be done to help them prepare planning ideally doing all the relevant technical administration and support. A qualification in financial planning