Account Planner Jobs in Western Cape
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Vine Recruitment
- Full Time
Investment Manager Cape Town
Vine Recruitment
Cape Town Region
qualification (min.120 Credits NQF5/6) Certified Financial Planner (CFP) or similar would be to your advantage Understanding fund units report and updating and adding client accounts on our third-party funds supplier for our active portfolios and regular monitoring of funds and accounts on various platforms. Process and execute financial opening of new client accounts, support with phasing of various investment accounts and help implement any any changes required to client accounts, trading accounts disbursements etc. Engage and manage other
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