Wealth Management Associate
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- Company Conova Recruitment - View more jobs
- Salary35000 Monthly
- LocationCape Town
- Job TypePermanent
Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth Manager.
Manage the process of preparation of client review packs (with assistance from administrative team and Paraplanners where necessary and as per business requirements). […]
Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.
Ensure CDD is done on all clients based on their risk profile according to FICA and company RMCP with guidance from internal compliance […]
Compile proposal documents based on the Director...
12 days ago from: jobplacements.com
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