Responsibilities Prospect potential clients for the services offered by Wealth Managers Generate leads and prospective clients to ascertain the relevance of the services offered. Maintain the highest levels of administration and develop an understanding of the business and services. Meet outlined targets set by the consultant and consultant Attend all meetings held by Managers and Service Providers. Drafting and sending correspondence
Responsibilities Prospect potential clients for the services offered by Wealth Managers Generate leads and prospective clients to ascertain the relevance of the services offered. Maintain the highest levels of administration and develop an understanding of the business and services. Meet outlined targets set by the consultant and consultant Attend all meetings held by Managers and Service Providers. Drafting and sending correspondence
articles experience with a Big 4 firm Financial Services experience is advantageous Excellent communication
similar 0-2 years experience within financial services or asset management Must have a stellar academic
similar 0-2 years experience within financial services or asset management Must have a stellar academic
Responsibilities: Compliance review of all NewBusiness and Servicing cases submitted for the Group Submission of Fund
Responsibilities: Compliance review of all NewBusiness and Servicing cases submitted for the Group Submission of Fund
Markets, JSE Rules, Financial Advisory, Intermediary Services Act, as required for Cat 2 and Cat 2A FSP Requirements:
investment boutique as an Investment Analyst. This team service both South Africa and global markets, so offer
investment boutique as an Investment Analyst. This team service both South Africa and global markets, so offer