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
demographics and areas. ● Experience within the property industry is therefore essential. ● The Individual
daily. 6. Ensure record keeping of all persons and property entering or leaving the premises. 7. Ensure daily