... needs and identifying leads across the allocated Key Account Manager portfolios. Resolving escalated ... inquiries or queries from Account Managers ...
16 days ago
... and timely bank, portfolio and scrip reconciliations Report ... check custody and brokerage accounts Correlate and complete ... audit pack Prepare daily portfolio compliance reports Requirements Minimum ... candidates with Honours in Portfolio Analysis and Financial ...
10 days ago
... business Follow up on new leads and referrals resulting from field ... customers and managing existing client accounts Maintain and grow a strong client ...
29 days ago