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Investment Manager Cape Town

 Vine RecruitmentCape Town Region

with flexibility offered by the Company. To assist the director and financial advisors with the investment enhance client and team relationships. Support the director with various ad-hoc requests in conjunction with investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client accounts, obtain investment statements and tax information as required. Validate all types of instructions submissions as well as sending these documents to and information to clients. Monitor business submissions for


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