Provide a financial roadmap and investment solution • Manage client's wealth by effective advice and change existing clients • Management of business practice management within Citadel, Management of Stats, inflows implementation accordingly • Management of portfolios under managements • Hold bi-annual client meetings meetings with clients • Management and development of an Assistant • Keep abreast of changes by attending prospective clients, • Retention of Existing Clients, • Managing AUM and Net Flows, Post graduate Diploma in Financial
Provide a financial roadmap and investment solution • Manage client's wealth by effective advice and change existing clients • Management of business practice management within Citadel, Management of Stats, inflows implementation accordingly • Management of portfolios under managements • Hold bi-annual client meetings meetings with clients • Management and development of an Assistant • Keep abreast of changes by attending prospective clients, • Retention of Existing Clients, • Managing AUM and Net Flows, Post graduate Diploma in Financial
reports for management, shareholders, and regulatory agencies. Daily monitoring and management of debtors Solo plan and Pastel. Manage the process and policies with regards to CGIC. Manage cover requests process monitoring and management of creditors. Liaise with management when payments are not made. Management of AP and and AR Age Analysis. Provide management with accurate data re Age Analysis. Reconciliation of all debtors forecasting for transportation operations. Finalise Management Account for each department. Ensure all statutory
regarded, well established Trust and Investment Management company based in Cape Town have created a Compliance
regarded, well established Trust and Investment Management company based in Cape Town have created a Compliance