Description: The Wealth Manager is responsible for: Servicing of ... Planners, to clients regarding their portfolios i.r.o. risk, market trends, investment performance ... standards of client service and portfolio management; Liaison with Service Providers ...
12 days ago
... a financial advisor managing an existing portfolio for a fixed salary. Your: Formal ... , and complaints pertaining to their portfolios. Facilitate the opening of CCM ... Wealth Managers to maintain high standards of client service and portfolio management ...
20 days ago
... : Coordinate daily operations of full portfolio Deliver superior service and maximize ... Management/Hospitality 2-3 years previous Restaurant Manager experience in 5* or luxury establishments ...
4 days ago
... consult with/remind the Wealth Manager/Advisor Handling of retirement claims ... Manager/Advisor Make payments on behalf of clients through the Investec corporate ... enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure that ...
8 days ago