join an Asset Manager, as a Retail Investment Consultant. The purpose of this role is to + RE5
level of client service. The company is a Linked Investment Service Provider (LISP) ad the role requires experience; Experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds;
level of client service. The company is a Linked Investment Service Provider (LISP) ad the role requires experience; Experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds;
Wealth Investments, SOUTH AFRICA'S 1 Property Investment group, is looking for a Property Investment Consultant Support from Booking Agents with scheduling of consultations Working on world class developments Working home and the office from time-time Virtual consultations is our primary driver of business To qualify responsibilities: Scheduling and confirming consultations with clients Work directly with Booking Agents Attorney, Rental Managers, Homeloan Specialists etc. Consult with primary buyers and investors to help them
as general queries regarding their client’s investments. Our client advocates excellent client service months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds
as general queries regarding their client’s investments. Our client advocates excellent client service months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds
Summary
organisation is seeking an Investment Associate to join their growing Investments division reporting directly interest in building their career centered around investments. Duties & Responsibilities Performing eligibility conferences and seminars that are part of the Pre-Investment Business Support. Resolve complaints that cannot be resolved by Product Advisor and provide Pre-Investment mentorship to applicants where necessary. Perform applicants. Conduct post investment due diligence and monitoring of all investments in the regional office
Reference: JHB001513-MS-1 Investment Analyst Job Advert Summary The Investment Analysts will assist the the Senior Investment Manager in the implementation of the investment policy and investment strategy. Prepare Prepare investment performance monitoring and reporting. Prepare quarterly investment packs for Investment Investment Steering Committee and Investment Committee. Assist with asset manager selection, appointment monitoring. Monitoring and reconciling of company's investment accounting data. Conduct asset manager due diligence
responsibilities include: