recommending suitable insurance products and investment opportunities. With your expertise, you will providing recommendations on insurance products, investment strategies, and risk management solutions. Guide
Recommend appropriate insurance products and investment options to clients based on their individual industry Strong knowledge of insurance products, investment strategies, and financial planning RE 5 and relevant
Recommend appropriate insurance products and investment options to clients based on their individual industry Strong knowledge of insurance products, investment strategies, and financial planning RE 5 and relevant
instruments and the valuation of these instruments. Investment classes used are equity, fixed interest, derivatives and valuation data will be maintained in the Investment Administration and Custody systems. You will Degree: BCom: Economics l Financial Management l Investment Management l Accounting CFA Level 1 advantageous (Matric) Minimum 3 years' experience: Wealth or Investment Management operational experience. Data Management
instruments and the valuation of these instruments. Investment classes used are equity, fixed interest, derivatives and valuation data will be maintained in the Investment Administration and Custody systems. You will and/or
checking of investment trades (including instruction sign off) Pricing and validation of investment trades
checking of investment trades (including instruction sign off) Pricing and validation of investment trades
Crescent Star Pty Ltd, a privately-held investment company based in La-Lucia, Durban. The company is advise and manage its legal requirements of its investments and assets providing leadership and direct engagements
Crescent Star Pty Ltd, a privately-held investment company based in La-Lucia, Durban. The company is advise and manage its legal requirements of its investments and assets providing leadership and direct engagements
present to investment boards, demonstrating ROI and strategic alignment of proposed IT investments.
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