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Somerset West · On-site · Full-time · Posted 28 Oct 2026

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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…

Skills mentioned

CRMAccountingAIiOSUI

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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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