Responsibilities Prepare and collate new client onboarding documentation Oversee the management and updating of client CRM profile Liaise with external and internal providers on client specific queries Resolve and manage admin related queries or issues with
Are you a highly organised, detail-focused professional with experience in financial planning or wealth management administration? Private Client Holdings is looking for a Wealth Management Associate to support a Wealth Manager in delivering exceptional service to private
SUMMARY: Wealth Management Associate POSITION INFO: Role: Wealth Management Associate Category: Wealth Management Location: Western Cape Salary: Market-related Are you a highly organized administrative professional passionate about the financial planning environment? Our client is looking for a Wealth
Wealth Management Associate Market-related Package Cape Town A leading boutique wealth and financial planning environment is seeking a highly organised and client-centric Wealth Management Associate (WMA) to support a Wealth Manager in delivering an exceptional client experience to
Administrator – Transfer Agency – Investor Services As the Administrator, you will be responsible for the accurate maintenance of Shareholder Registers for open-ended funds administered by JTC. You will be involved in unit dealing, responding to