Role summary
Key responsibilities include: Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfoliosPreparation of minutes for client meetings, record of advice and proposalsClient needs analysis and advisory support servicesProvide regular…
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CRMAccountingAIiOSUI
- LOCATION
- Somerset West
- WORK MODE
- On-site
- JOB TYPE
- Full-time
- POSTED
- Oct 28, 2026
- CLOSING
- Nov 27, 2026
Source: Job Mail Public Jobs