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Kerry Kopp Recruitment
Pietermaritzburg
Updating client Portfolios Assist with planning and recommendation to clients on their portfilioPortfolio constructionLiaise with clients Update client Portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.Ensuring acc...
Executiveplacements.com 29 days ago
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Kerry Kopp Recruitment
Pietermaritzburg
Updating client Portfolios Assist with planning and recommendation to clients on their portfilioPortfolio constructionLiaise with clients Update client Portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.Ensuring acc...
Executiveplacements.com 29 days ago