service and support to clients.
Financial Services industry is looing for a Business Development/Portfolio Manager to join their department: •
Financial Services industry is looing for a Business Development/Portfolio Manager to join their department: •
Managers. The incumbent would act as the client's trusted advisor on all matters pertaining to tax. This clients and Wealth Manager. Offshore and local trust advisory and facilitation – liaising and project management with third party or internal fiduciary team/trust officer. Assisting with client emigration matters internal and external notes on industry news and developments. Essential: Postgraduate degree or diploma in ability to prioritise issues, work efficiently, independently and complete actions necessary to meet requests
for analysing clients' financial situations, developing personalized financial plans, and recommending segmentation, through the acquisition of clients. Develop customized financial plans that align with clients' with the ability to interpret financial data and develop effective financial plans. Excellent communication ability to build trust and rapport with clients. Demonstrated ability to work independently as well as collaboratively
for analysing clients' financial situations, developing personalized financial plans, and recommending segmentation, through the acquisition of clients. Develop customized financial plans that align with clients' with the ability to interpret financial data and develop effective financial plans. Excellent communication ability to build trust and rapport with clients. Demonstrated ability to work independently as well as collaboratively
candidate to work actively within a team but also independently. The candidate will be responsible for ensuring industry including Pension Funds and/or the Unit Trust industry would also be an advantage. § Intermediate work effectively as part of a team but also independently. § Ability to accept responsibility for all
candidate to work actively within a team but also independently. The candidate will be responsible for ensuring industry including Pension Funds and/or the Unit Trust industry would also be an advantage. § Intermediate work effectively as part of a team but also independently. § Ability to accept responsibility for all
Quarterly invoices for ad hoc fees • Preparation of trust administration requirements, and all payments relating level, or booking keeping /accounting diploma; unit trust/ local and offshore Investment/ life assurance/ excel at an intermediate level •Ability to work independently, pro-active, attention to detail and excellent
Quarterly invoices for ad hoc fees • Preparation of trust administration requirements, and all payments relating level, or booking keeping /accounting diploma; unit trust/ local and offshore Investment/ life assurance/ excel at an intermediate level •Ability to work independently, pro-active, attention to detail and excellent