collection of outstanding payments. Assisting portfolio managers with account queries. Loading new tenants
A prominent Wealth Management firm is seeking an energetic young investment professional to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth “HNW” clients. The ideal candidate should possess a good understanding and some exposure to i
A prominent Wealth Management firm is seeking an energetic young investment professional to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth “HNW” clients. The ideal candidate should possess a good understanding and some exposure to i
guidelines. Assist with the opening of accounts with newly appointed segregated/sub portfolio managers. Providing
guidelines. Assist with the opening of accounts with newly appointed segregated/sub portfolio managers. Providing
KEY AREAS OF RESPONSIBILITY Overall responsibility for the following: Current portfolio and lending transactions : Monitor performance in portfolio and lending deals and report on any key matters to the Head of CPF Preparation of regular performance reports to the Exco; Credit Committee and Board As
KEY AREAS OF RESPONSIBILITY Overall responsibility for the following: Current portfolio and lending transactions : Monitor performance in portfolio and lending deals and report on any key matters to the Head of CPF Preparation of regular performance reports to the Exco; Credit Committee and Board As
Reference: PE002404-RW-1 Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career opportunity awaits you. Requirements: 2-3 years in the financial services industry required. Relevant tertiar
Reference: PE002404-RW-1 Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career opportunity awaits you. Requirements: 2-3 years in the financial services industry required. Relevant tertiar