Our client, based in Greenpoint, Cape Town, whom are in the Financial Planning and Wealth Management industry are looking for a dynamic, hardworking and motivated Assistant for their Financial Planner / Advisor Our client, based in Greenpoint, Cape Town, whom are in the Financial Planning and Wealth
the Financial Planner.
Track and monitor personal KPIs on NAV.
Request assistance and guidance
the Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the support the Financial Planner. Track and monitor personal KPIs on NAV. Request assistance and guidance from the Financial Planner on all data and practice attributes on NAV. Marketing Support Assist with the organization
the Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the support the Financial Planner. Track and monitor personal KPIs on NAV. Request assistance and guidance from the Financial Planner on all data and practice attributes on NAV. Marketing Support Assist with the organization