Overview:
Our client, a leading Private Bank and Wealth Manager catering specifically for on both life risk and investments products to Private Bank clients in accordance with FAIS legislation will be sourced through Private Bank Marketing or by referrals from the Private Bankers directly
similar position, with a minimum of 3 years as a private wealth manager. Strong and fundamental understanding
similar position, with a minimum of 3 years as a private wealth manager. Strong and fundamental understanding
Effectively manage Sell Assist / Marketing & Private offers with shortfalls/losses Effectively manage
Effectively manage Sell Assist / Marketing & Private offers with shortfalls/losses Effectively manage
(Recoverable - and Bad Debt).
(Recoverable - & Bad Debt), Sell Assist & Private offers with losses, Recovery of Quick Cash, Recovery
(Recoverable - & Bad Debt), Sell Assist & Private offers with losses, Recovery of Quick Cash, Recovery
that the financial plan is integrated with the Private Client Share Portfolio's mandate. (Partner and