Date | 2024-04-18 |
---|---|
Job Title | Portfolio Manager – Financial And Wealth Management |
Employer | More Information |
Salary | |
Category | Customer Service Support |
Location |
Msunduzi / Pietermaritzburg |
Job Summary
Updating client portfolios Assist with planning and recommendation to clients on their portfilio Portfolio construction Liaise with clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS. Ensuring accurate and updated client information is kept at all times.
Portfolio Manager – Financial And Wealth Management position available in Msunduzi, Pietermaritzburg. This job position was posted by . The job has been posted on 2024-04-18 in the Customer Service Support category
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