Our client in the Financial industry is currently looking for a Junior Analyst , in Claremont, Cape Town provide input into the portfolio managers and the house's macro-economic assumptions that are used in CAM's the business, the CAM team, the Advice team, clients etc. etc. Administration (including, but not limited least one meeting per quarter) Respond to advisors/clients' queries and questions etc. Other admin-related
Our client in the Financial industry is currently looking for a Junior Analyst , in Claremont, Cape Town provide input into the portfolio managers and the house's macro-economic assumptions that are used in CAM's the business, the CAM team, the Advice team, clients etc. etc. Administration (including, but not limited least one meeting per quarter) Respond to advisors/clients' queries and questions etc. Other admin-related
activities and release salaries (at times)
payroll activities and release salaries (at times) Coordinate and manage payment and billing details of external deposits made through the company account and coordinate with the bank Create daily reports for management
for hunting for new clients while building trust and delivering top-notch client service to ultra-high ultra-high net worth clients. You excel in influencing others, have a strong grasp of financial markets, and cultivating relationships with both new and existing clients. Your role will involve providing comprehensive crafting bespoke investment strategies, and ensuring client compliance with regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic
for hunting for new clients while building trust and delivering top-notch client service to ultra-high ultra-high net worth clients. You excel in influencing others, have a strong grasp of financial markets, and cultivating relationships with both new and existing clients. Your role will involve providing comprehensive crafting bespoke investment strategies, and ensuring client compliance with regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic
the generation of business from new and existing clients, therefore contributing to the company's profitability products Must have experience in a call Centre or client service environment Must have at least 2 years'
the generation of business from new and existing clients, therefore contributing to the company's profitability products Must have experience in a call Centre or client service environment Must have at least 2 years'
by a passion for investment administration and client service. What you'll be doing (and why you'll enjoy precise financial records and deliver high-quality client service, contributing to the team's success in our client navigates regulatory landscapes with expertise, ensuring robust governance and client-focused meaningful impact in the financial services sector. Our client values diversity and nurtures talent to create
Corrections on incorrectly posted fees & write offs Client investment duties on various investment platforms: Drafting Guarantees Monthly interest journals for client investment accounts and reconciliations Monthly