requires the candidate to work actively within a team but also independently. The candidate will be responsible organized, self-disciplined, and enjoy working in a team environment. Responsibilities § Processing of incoming service delivery standards. § Support fellow team members and Team Coordinator. § Add hoc duties as may be advantage. Sound knowledge of the either the Life Insurance industry including Pension Funds and/or the Unit self-motivated § Ability to work effectively as part of a team but also independently. § Ability to accept responsibility
requires the candidate to work actively within a team but also independently. The candidate will be responsible organized, self-disciplined, and enjoy working in a team environment. Responsibilities § Processing of incoming service delivery standards. § Support fellow team members and Team Coordinator. § Add hoc duties as may be advantage. Sound knowledge of the either the Life Insurance industry including Pension Funds and/or the Unit self-motivated § Ability to work effectively as part of a team but also independently. § Ability to accept responsibility
in collaboration with more senior members of the team to offer meaningful analysis and support to successfully the portfolio managers and investment research teams • Understands the construction of client portfolios basis. • Provide support to the Portfolio Management team • Generation, interpretation and analysis of various in collaboration with more senior members of the team to offer meaningful analysis and support to successfully the portfolio managers and investment research teams • Understands the construction of client portfolios
in collaboration with more senior members of the team to offer meaningful analysis and support to successfully the portfolio managers and investment research teams • Understands the construction of client portfolios basis. • Provide support to the Portfolio Management team • Generation, interpretation and analysis of various in collaboration with more senior members of the team to offer meaningful analysis and support to successfully the portfolio managers and investment research teams • Understands the construction of client portfolios
To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility research in order to provide ongoing feedback to the team. Preparation & maintenance of client files Ensure action points get actioned Liaise with administration team to process recommendations as per Advice Process
To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility research in order to provide ongoing feedback to the team. Preparation & maintenance of client files Ensure action points get actioned Liaise with administration team to process recommendations as per Advice Process
exists within one of our client's Financial Planning teams, based at the Cape Town office. This role is responsible for the Financial/Investment Advisors within the team, and includes handling of all follow-up correspondence
exists within one of our client's Financial Planning teams, based at the Cape Town office. This role is responsible for the Financial/Investment Advisors within the team, and includes handling of all follow-up correspondence
created within our client's risk and compliance team, based at their Cape Town office. This role is responsible
created within our client's risk and compliance team, based at their Cape Town office. This role is responsible