know what it takes to support a Portfolio Manager in managing their clients' investments by you being the between the investment team and the Portfolio Manager. You'll be applying your technical investment administration for the Portfolio Manager to ensure client presentations are on point, you'll manage the onboarding of client meetings, generate reports and ensure that trades are executed flawlessly with precision and speed joining a well established family office wealth manager with a global reach, they have offices in Europe
know what it takes to support a Portfolio Manager in managing their clients' investments by you being the between the investment team and the Portfolio Manager. You'll be applying your technical investment administration for the Portfolio Manager to ensure client presentations are on point, you'll manage the onboarding of client meetings, generate reports and ensure that trades are executed flawlessly with precision and speed joining a well established family office wealth manager with a global reach, they have offices in Europe
individual with a strong background in debtors' management and general administration? Do you possess excellent responsible for the full spectrum of debtor's management, including debtor's reconciliations, allocating investigating and resolving overdue accounts, and releasing sales orders. You will review customer accounts regularly will handle bookkeeping and administration duties, manage daily banking transactions, support month-end and employees and you'll report directly to the Financial Manager. What you'll need You will need a Matric qualification
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
You thrive in a fast-paced environment where managing priorities efficiently is key and you enjoy working finesse. Your responsibilities will also include managing E-Banking users, handling client queries, and investment positions. You'll enjoy the challenge of managing various administrative tasks independently while leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory
You thrive in a fast-paced environment where managing priorities efficiently is key and you enjoy working finesse. Your responsibilities will also include managing E-Banking users, handling client queries, and investment positions. You'll enjoy the challenge of managing various administrative tasks independently while leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory
or audited financial services. You're adept at managing deadlines and you want to elevate your career presence, specializing in wealth and investment management. With a commitment to excellence and a culture opportunity to join a well-established wealth manager who can offer exposure within the industry by working
client reviews and requests as well as manage the Wealth Manager's diary. Where you'll be doing it You'll
client reviews and requests as well as manage the Wealth Manager's diary. Where you'll be doing it You'll