Finance or Investment
Responsibilities:
management (AUM) in unit trusts and collective investment schemes.
management within the unit trust and collective investment schemes space. The ideal candidate will have management (AUM) in unit trusts and collective investment schemes. Build and maintain strong relationships to understand their needs and provide tailored investment solutions. Identify and pursue new business opportunities and leveraging existing relationships. Present investment solutions to prospective clients, conduct product relationship management within the unit trust/collective investment schemes sector. Demonstrated success in developing
management within the unit trust and collective investment schemes space. The ideal candidate will have management (AUM) in unit trusts and collective investment schemes. Build and maintain strong relationships to understand their needs and provide tailored investment solutions. Identify and pursue new business opportunities and leveraging existing relationships. Present investment solutions to prospective clients, conduct product relationship management within the unit trust/collective investment schemes sector. Demonstrated success in developing
ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data. Insurance Insurance underwriting Identify new business. Investment strategies, tax laws, and regulatory requirements Qualifications: BCom Degree, Financial planning, Investments, Finance and wealth 3 - 5 years of experience
ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data. Insurance Insurance underwriting Identify new business. Investment strategies, tax laws, and regulatory requirements Qualifications: BCom Degree, Financial planning, Investments, Finance and wealth 3 - 5 years of experience
Accountant. Accounting services for various: trusts investments properties personal tax related admin functions
the following: Advising and guiding in money investment Dealing with exchange rates, imports / exports
KPIs, drive expense restrictions, and optimize investment opportunities.