Private Wealth Management company is looking for a Knynsa based Portfolio Manager Assistant. In the role include : proactivley manage the requestes of the Private Wealth Clients (inlcuding: intermidiaries and third are up to date. The ideal candidate would have private Wealth industry expereince, strong communciation portfolio queries, tax reports, fees etc.) Collate Private Placements with Portfolio Manager and clients Responsible you successful in this role? Experience within Private Wealth industry High level of accuracy Excellent
Private Wealth Management company is looking for a Knynsa based Portfolio Manager Assistant. In the role include : proactivley manage the requestes of the Private Wealth Clients (inlcuding: intermidiaries and third are up to date. The ideal candidate would have private Wealth industry expereince, strong communciation portfolio queries, tax reports, fees etc.) Collate Private Placements with Portfolio Manager and clients Responsible you successful in this role? Experience within Private Wealth industry High level of accuracy Excellent
behalf of clients to service centre
report for private km travel (Tracking system & communication with internal staff owned private vehicles)
report for private km travel (Tracking system & communication with internal staff owned private vehicles)
prioritise tasks effectively
Experience with Private and High Net Worth clients (desirable)
Must
and prioritise tasks effectively Experience with Private and High Net Worth clients (desirable) Must have
and prioritise tasks effectively Experience with Private and High Net Worth clients (desirable) Must have
placement in the UK. Opportunities within the NHS and private hospitals are available for South African doctors
placement in the UK. Opportunities within the NHS and private hospitals are available for South African doctors