This is a client relationship management role, building and developing relationships with internal stakeholders, giving you a good foundation to develope your career within asset Management, In South Africa's Largest Multi Asset Management firm
Assiting IFA and Private clients with general enquiries when it comes to Investments, Reinvestments, and Transfers
Dealing with Upfront FICA and FSCA Compliance
Ensuring the nessasary investment administration is completed
Ad Hoc Project
General Fund Informations and performance
Switching Funds, Transfering Funds, Withdrawig of Investment Funds.
You will be dealing with Unit Trust Investments.
Bcom or BSc in Finance Related Subjects
Please send me your Matric Certificate, Transcripts and Degree