analysis which would be useful to the Portfolio Managers Client report back presentation generation and Understanding and regular monitoring of investment managers held in our products. Develop an understanding meaningful analysis and support to successfully manage a suit of portfolios. Providing portfolio analytics to discretionary managed clients. Monitor and assess incumbent and current managers alongside the portfolio portfolio managers and investment research teams. Understands the construction of client portfolios and
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
FICA Risk Management & Compliance programme.
align with the organisation's strategy. You'll manage financial affairs, optimise investment initiatives Ideally we'd like someone with a Master's Degree in Management Sciences or a related field but we'll also consider accountability governance. You possess strong financial management skills, including budget preparation and adherence succession planning. You are skilled in conflict management, business acumen, and providing expert advice
incoming calls and respond to customer's emails. Management and resolve customer complaints. Identify and
incoming calls and respond to customer's emails. Management and resolve customer complaints. Identify and
team to excel. Key Responsibilities : Oversee and manage the compliance team to ensure adherence to regulatory or legal roles. At least 2 years of experience managing a team. Strong understanding of regulatory frameworks
team to excel. Key Responsibilities : Oversee and manage the compliance team to ensure adherence to regulatory or legal roles. At least 2 years of experience managing a team. Strong understanding of regulatory frameworks