... , with national footprint, for a financial advisor managing an existing portfolio of ... BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
5 days ago
... , with national footprint, for a financial advisor managing an existing portfolio of ... BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
6 days ago
... discrepancies). Experience Experience in a financial services or investment related administrative ... Proactively manage client and advisor communication and queries; Process ... quotations on a platform; Assist advisors with model portfolio switches, mandates ...
5 days ago
... Management: • Maintain communication with senior management through regular updates and ... . • Provide actionable insights to senior management and collaborate with market ... Project management skills Budgeting and Financial Management Other Languages: Chinese or ...
3 days ago