Reference: PTA002994-JB-1 Join an award-winning financial practice in Pretoria East, renowned for its excellence in wealth management and investments. The practice have received numerous accolades over their years and one of the directors has been celebrated as one of the best financial planners in
As a Portfolio Administrator, you will support Portfolio Managers, process applications, and interact with clients from diverse backgrounds.
This role requires teamwork, a strong work ethic, and the ability to stay focused without distractions. Proficiency in technology, computer literac
Reference: PTA002994-JB-1 Join an award-winning financial practice in Pretoria East, renowned for its excellence in wealth management and investments. The practice have received numerous accolades over their years and one of the directors has been celebrated as one of the best financial planners in
OBJECTIVE OF THE ROLE
To evaluate and present applications for funding and structure deals that contribute towards unit objectives and industry development goals.
This would include performing the financial and/or technical and/or marketing due diligence functions and
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