Cargo Manager Jobs in East London, Eastern Cape
Financial Planning Partner Assistant
Headhunters
East London
Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability to strategize always expected and required. Time management: ability to manage time and tasks to ensure deadlines are (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE
share this job on whatsappFinancial Partner East London
HeadhuntersEast London
Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability to strategize always expected and required. Time management: ability to manage time and tasks to ensure deadlines are (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE
Paraplanner East London
HeadhuntersEast London
Responsibilities, but not limited to: 1. Client Data Management: Responsible for client data recording on the Financial Planning Partner or Business Development Manager can take over the scenario planning function in Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Operational support for Portfolio Managers and Client Relationship Managers: Align with the Financial Planning Share Portfolio's mandate. (Partner and Portfolio Manager are aligned and compliant to mandate). NAV (internal
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