Private Wealth Management company is looking for a Knynsa based Portfolio Manager Assistant. In the role include : proactivley manage the requestes of the Private Wealth Clients (inlcuding: intermidiaries and third are up to date. The ideal candidate would have private Wealth industry expereince, strong communciation portfolio queries, tax reports, fees etc.) Collate Private Placements with Portfolio Manager and clients Responsible on BDA system Follow up on debit lists Monitor At Home positions Manage the diary for Portfolio Manager(s)
Private Wealth Management company is looking for a Knynsa based Portfolio Manager Assistant. In the role include : proactivley manage the requestes of the Private Wealth Clients (inlcuding: intermidiaries and third are up to date. The ideal candidate would have private Wealth industry expereince, strong communciation portfolio queries, tax reports, fees etc.) Collate Private Placements with Portfolio Manager and clients Responsible on BDA system Follow up on debit lists Monitor At Home positions Manage the diary for Portfolio Manager(s)
industry
THIS IS A OFFICE POSITION - NOT WORK FROM HOME OR HYBRID
Position:
claims for Apprenticeships. - Matric - Afrikaans (home language) & English [Proficient in spoken &
claims for Apprenticeships. - Matric - Afrikaans (home language) & English [Proficient in spoken &
require before making the decision to purchase a dream home. Due to our unique perspective, knowledge and understanding