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Head: Migration, Client Service and Administration
Cape Town - Western Cape
A great Senior Management position has been created in this exciting new Wealth Management structure, part of a leading Financial Services firm.
The incumbent will partner closely with the Operations Exec & be responsible for developing & implementing the strategy in delivering the migration of existing clients & new clients onto the new Wealth Management platform. This role requires critical interaction between the Wealth Company, the clients, financial planning practices & external UTMANCO’s. Essential is your experience in Investment operations as well as experience in managing large teams as well as introducing large scale change.
For more info, contact me. SA citizenship or SA permanent residency essential.
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Factsheet
- Employment Equity: No
- Reference: JM50920
- Job Type: Permanent
- Speciality: Investment Operations & Administration
Your Consultant:
Joanne Meyer
Tel: +27 21 461 7094
joanne.meyer@davct.net
With DAV for over 10 years
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