You're an Administrator, with a knack for managing compliance-related tasks. Is this you? You are a detailed trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth offered with the potential to eventually grow in the business. How to apply For a confidential discussion please
experience Willing to liaise with clients and action Business Development for the Firm Team-player Consultant:
experience Willing to liaise with clients and action Business Development for the Firm Team-player Consultant:
Liaising with clients and taking ownership in Business Development Consultant: Stephnie Taljaard - Dante
Liaising with clients and taking ownership in Business Development Consultant: Stephnie Taljaard - Dante
exciting youth who are ready to grow themselves into business owners within the company Our client will only
‘hunters’, hands on individuals who actively look for business and maintain clients on an ongoing basis. We are
requirement- Financial Services: Fund operations, Asset Management operations
RELATIONSHIP
distinct advantage KPA/STRATEGIC BUSINESS DELIVERABLES:
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
Reference: CPT007043-CDP-1 Property Management Administrator Western Cape, Southern Suburbs, Claremont outstanding lease agreements, and creating and managing tenancy schedules Experience in a debtors and beneficial Experience working on MDA / MRI Property Management System is non negotiable Own reliable transport