Provide a financial roadmap and investment solution • Manage client's wealth by effective advice and change existing clients • Management of business practice management within Citadel, Management of Stats, inflows implementation accordingly • Management of portfolios under managements • Hold bi-annual client meetings meetings with clients • Management and development of an Assistant • Keep abreast of changes by attending prospective clients, • Retention of Existing Clients, • Managing AUM and Net Flows, Post graduate Diploma in Financial
Provide a financial roadmap and investment solution • Manage client's wealth by effective advice and change existing clients • Management of business practice management within Citadel, Management of Stats, inflows implementation accordingly • Management of portfolios under managements • Hold bi-annual client meetings meetings with clients • Management and development of an Assistant • Keep abreast of changes by attending prospective clients, • Retention of Existing Clients, • Managing AUM and Net Flows, Post graduate Diploma in Financial
regarded, well established Trust and Investment Management company based in Cape Town have created a Compliance FICA) Review and approval of client onboarding Assist advisory, fiduciary and consulting operations with
regarded, well established Trust and Investment Management company based in Cape Town have created a Compliance FICA) Review and approval of client onboarding Assist advisory, fiduciary and consulting operations with
and update spreadsheets of daily transactions. Manage accounts receivable and payable. Review and process rates. Keep records of invoices and tax payments. Manage company's liabilities (e.g. insurance premium) understanding of bookkeeping procedures. Time-management and organization skills. R20000 to R35000 per