Wealth manager assistant (jb5812)
JohannesburgKontak Recruitment
...supporting an advisor’s client portfolio Experience supporting investments and related product administration (quotes, submissions, follow-ups) Proficient in MS Word, Excel, and PowerPoint Experience working on a CRM system and keeping client data accurate and up to date Able to communicate with clients professionally (email [...]
Category Management & Consulting
16 days ago in PostJobFree