investments • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose of portfolios • Providing portfolio analytics services in relation to discretionary managed clients • investments • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose of portfolios • Providing portfolio analytics services in relation to discretionary managed clients •
investments • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose of portfolios • Providing portfolio analytics services in relation to discretionary managed clients • investments • Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose of portfolios • Providing portfolio analytics services in relation to discretionary managed clients •
Attending to queries from clients, IFA's and internal customers and responding to queries on time and diligently Providing clients/ IFA's with superior levels of service § Maintaining records of all interactions with implementation of instructions received to meet with our service delivery standards. § Support fellow team members
Attending to queries from clients, IFA's and internal customers and responding to queries on time and diligently Providing clients/ IFA's with superior levels of service § Maintaining records of all interactions with implementation of instructions received to meet with our service delivery standards. § Support fellow team members
space required and articles covering Financial Services preferred. Please note: only shortlisted candidates
space required and articles covering Financial Services preferred. Please note: only shortlisted candidates
Senior Accountant sought for financial services industry (office based position) Full function accounting
advisory record keeping as per applicable financial services legislation, ensuring that all investment and
advisory record keeping as per applicable financial services legislation, ensuring that all investment and