Portfolio Analyst Jobs in Clarendon Marine

Junior Wealth Advisor

 Freerecruit

Clarendon Marine

including reviews of their portfolios in terms of company policy Client portfolio reviews: – Research performance performance of client portfolios and prepare reviews in accordance with company policy and standards – relevant Wealth Planners, to clients regarding their portfolios in respect of risk, market trends, investment queries, requests and complaints regarding their portfolios – Assist clients in obtaining Tax certificates

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