what it takes to support and empower a Wealth Manager into making a success of their business, then we enjoy it) You will support established Wealth Managers with all the technical administration that needs joining a small, innovative, independent wealth management firm that provides customised financial planning
what it takes to support and empower a Wealth Manager into making a success of their business, then we enjoy it) You will support established Wealth Managers with all the technical administration that needs joining a small, innovative, independent wealth management firm that provides customised financial planning
You've gained experience doing manager research and you're keen to join a business where you can directly you? You've got what it takes to research asset managers and know how to identify good performance for solutions and portfolios. You'll be responsible for managing performance data, conducting detailed reporting experience in an Analyst role where you have done manager research. Attention to detail, effective communication
You've gained experience doing manager research and you're keen to join a business where you can directly you? You've got what it takes to research asset managers and know how to identify good performance for solutions and portfolios. You'll be responsible for managing performance data, conducting detailed reporting experience in an Analyst role where you have done manager research. Attention to detail, effective communication
have a strong background in compliance and risk management. What you'll be doing (and why you'll enjoy it) You'll review cases, manage breaches and incidents, and produce timely management information reports leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory industry, preferably within fiduciary and investment management sectors. A deep understanding of relevant legislation
have a strong background in compliance and risk management. What you'll be doing (and why you'll enjoy it) You'll review cases, manage breaches and incidents, and produce timely management information reports leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory industry, preferably within fiduciary and investment management sectors. A deep understanding of relevant legislation
Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin
Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin
play a pivotal role in supporting Portfolio Managers in managing client investment portfolios. From conducting doing it You'll be joining a leading investment management firm/family office based in Melrose, Johannesburg join a well-established, well-resourced wealth manager who offers a supportive work environment where
play a pivotal role in supporting Portfolio Managers in managing client investment portfolios. From conducting doing it You'll be joining a leading investment management firm/family office based in Melrose, Johannesburg join a well-established, well-resourced wealth manager who offers a supportive work environment where