... Supervise and support Executive Client Portfolio Administrators in an office ... maintain ongoing instructions and client portfolios; General influence to maintain a ... ; Knowledge of insurance and investment administration and understanding of regulation ...
a year ago
... Supervise and support Executive Client Portfolio Administrators in an office ... maintain ongoing instructions and client portfolios; General influence to maintain a ... ; Knowledge of insurance and investment administration and understanding of regulation ...
2 years ago
... information • Prepare financial planning and investment proposals • Handle and solve ... Report new business statistics • Prepare investment review appointments • Keep track of ... Rebalance and maintain of existing portfolios • Prepare and distribute monthly/ ...
2 years ago