Portfolio Head Jobs in Clarendon Marine
- Freerecruit (2)
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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FreerecruitClarendon Marine
management (including backups) Collaborate with Head office and remote IT teams to resolve complex technical
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