Chartered Accountant Tmf Group Ca Financial Appointments Jobs in Tokai | 3

... Financial Regulations and Business Operations to be considered for this exciting opportunity.Responsibilities: Assist the Wealth Manager/CEO, efficiently and effectively manage their diary as well as their needsManage and prepare for client meetings, quarterly, bi-annual, and annual ...

... financial planning, previous investment research and portfolio analysis experienceMust be a Holder of or working towards a CFP certificationStrong Microsoft Office suite (excel) knowledgeStrong product, tax, wealth management and financial planning knowledgeMust be analytical and a ...

Established and successful stockbroking team seek a Client Relationship Manager to join their team. This role supports the BDM and CEO of this team, with coordination and client services support. Responsibilities: Manage and escalate client issues and concerns Build and maintain strong client ...