... transactions from clients and independent financial advisers, as well as providing administrative ... to our clients and independent financial advisers. You will be responsible for ... all interactions with clients and advisers ? Knowledge of various legislative ...
12 days ago
... • Relevant tertiary qualification is essential (Financial Planning/Investment Planning/B.Com) • Basic ... job if necessary) • 2-3 years financial planning or wealth management experience advantageous • MS ...
4 days ago
... built a reputation for delivering sustainable wealth creation and fostering socio-economic ... in Accounting, Finance, Economics, or Financial Analysis (or equivalent). CA or ... , and oversee due diligence and financial structuring. Credit Process Management Lead ...
16 days ago