Job Description

Job Description & Requirements

Job Description

  • Manage financial and investment portfolios for corporate businesses (B2B) and individual clients (B2C) on Investment, Risk and Asset Management.
  • Analyse financial markets and investment funds such as Equities, ETFs, Bonds and Unit Trusts.
  • Provide integrated financial solutions for clients through Wealth Preservation, Partnership Management, Estate and Business Succession Planning.
  • Develop business strategies based on current market developments to grow clients' portfolios

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