... Description: The Wealth Manager is responsible for: ... Post Graduation Diploma in Financial Planning CFP accreditation would ... Existing Clients Provide ongoing financial advice, in consultation with ... Evaluation of the Wealth Assistant ; Assist the Wealth ...
13 days ago
... 5+ years experience in the investment financial services industry is essential 3+ Experience ... consult with/remind the Wealth Manager/Advisor Handling of retirement ... enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure that ...
9 days ago
... drivers license Duties and Responsibilities: Financial duties: Input data from invoices ... business and operational expenses Record financial transactions in Excel and conduct ...
a day ago
... product experience 2+ years in an Assistant Manager/Manager role Valid Drivers License Able ...
30 days ago
... templates: Liaise with Practice Manager in accordance with firm policies ... procedures Annual return invoicing & submission Financial Accountability Supplement & iXBRL submission ... in conjunction with the Practice Manager, with implementation of procedures to ...
20 days ago
... This position is for a financial advisor managing an existing portfolio ... Post Graduation Diploma in Financial Planning CFP Accreditation RE ... Team Oversee Junior Wealth Managers to ensure adherence to ... the outputs of Wealth Managers to maintain high standards ...
21 days ago
... : Exciting Opportunity for a Senior Restaurant Manager to Join our Dynamic Company ... Proficiency Numeracy Proficiency Computer Literate Financial Acumen Ability to work under ...
16 days ago
... motivating and managing a team. Strong financial acumen with experience in budgeting ...
6 days ago
... the Financial Manager. Assist in annual budget planning with the Financial Manager. Provide timely financial ... reports to the Financial Manager. Maintain accurate records on all financial ...
16 days ago
... in a compliance function in the financial services with working knowledge of ... and building strong relationships with financial advisors. Providing clear and accessible ... meetings with line managers and provide monitoring feedback to financial advisors.; Conduct ...
13 days ago
... regular financial progress reports to management. Collaborate closely with project managers, architects ...
27 days ago