Portfolio Management Administration o Deals with Portfolio Manager(s) client instructions timeously. o Works well with Advisor offices and the core administration teams on behalf of Portfolio Manager(s). o Performs all mandate complet...
Purpose of role: The Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility for overseeing the administrative, operations and client services support ...
Portfolio Management Administration o Deals with Portfolio Manager(s) client instructions timeously. o Works well with Advisor offices and the core administration teams on behalf of Portfolio Manager(s). o Performs all mandate complet...