Datafin was established in 1999 due to the need for a specialized IT recruitment solution. We offer a personalized and flexible recruitment service, specializing in providing both client and candidate with the perfect fit. We pride ourselves on the fact that we have established relationships with industry leaders and a vast majority of our business is repeat...
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Our client offers a comprehensive solution for wealth, asset management, and stockbroking services, collaborating with accountants to enhance their business growth.
They are looking for a detail-driven, proactive individual to support their wealth managers and deliver worldclass client service.
DUTIES:
Assist with onboarding, investment proposals & client queries
Manage CRM updates & documentation
Ensure compliance with FSCA standards
Maintain service excellence across all touchpoints
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