Description: The Wealth Manager is responsible for: Servicing of ... their portfolios; Opening of CCM Accounts and authorisation of payments; Assist ...
13 days ago
... . Facilitate the opening of CCM accounts and authorize payments as required ... Wealth Team Oversee Junior Wealth Managers to ensure adherence to supervision ... on the outputs of Wealth Managers to maintain high standards of ...
21 days ago
... consult with/remind the Wealth Manager/Advisor Handling of retirement claims ... in consultation with the Wealth Manager/Advisor Make payments on behalf ... account Attend to client complaints and enquiries in consultation with Wealth Manager ...
9 days ago
... organized, safely stored and properly accounted for; 1.5. Conducting incoming inspections of ... system; 1.6. Collaborating with the Quality Manager to perform formal quality inspections ...
5 days ago