Responsibilities:
Project management (planning & reporting as well as taking ownership
assisting with Qlik queries
Mentoring and management of junior team members
Minimum r
of Commerce e.g. BCom (Information Systems and Management/ Finance / Business
Finance / Investments
Duties
Independently manage and consult on client portfolio.
Establish
advice, excellent client service and project management of Fund critical events
to ensure the smooth
smooth running of the Fund.
Effective management of service providers and adherence to PSG standard
and distribute agenda packs for meetings.
Manage monthly reconciliations.
Provide ongoing
Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin
Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin