within budget, and with the required design
prospective clients • Ensure constant business development - attract new business, leads and top ups from client meetings with clients • Management and development of an Assistant • Keep abreast of changes by Retention of Existing Clients, • Managing AUM and Net Flows, Post graduate Diploma in Financial Planning
prospective clients • Ensure constant business development - attract new business, leads and top ups from client meetings with clients • Management and development of an Assistant • Keep abreast of changes by Retention of Existing Clients, • Managing AUM and Net Flows, Post graduate Diploma in Financial Planning
debtors ageing reports
will manage the companys cash flow by minimising net interest costs, maintaining bank mandates, managing
management advice to a wide range of businesses and high net worth individuals. SAICA Trainee to commence ASAP
comprehensive services tailored to the needs of ultra-high-net-worth individuals, families, and family offices worldwide
comprehensive services tailored to the needs of ultra-high-net-worth individuals, families, and family offices worldwide
awareness, as well as maintaining and increasing net flows into both local and global Curate funds (denominated
calculations
Ensure accurate reflection in Net Asset Value calculation
Produce accurate NAV