Job Headline: Wealth Management Associate Support a Senior Director at a Leading Financial Services Firm | Cape Town... Job Description Position: Wealth Management Associate (WMA) Location: Cape Town Industry: Financial Services / Wealth Management Reporting...
Key Result Area: Main Activities: 1. Administrative support to Wealth Manager a. Prepare and collate new client... onboarding documentation. b. Oversee the management and updating of client CRM profile. c. Liaise with external and internal...
Job Title: Compliance Associate Division/Department: Operations | Group Shared Services Reporting to: Head... of Compliance Location: Claremont Position Summary: The Compliance Associate plays a pivotal role in supporting the internal...