participate in a Generic Management NQF 3 Learnership. Qualification: Generic Management NQF 3 Potential Start
in a Generic Management NQF 3 Learnership.
Learner ship opportunity for Generic Management/Generic Management L5
Requirements:
company provides quality financial advice and wealth management solutions to international expatriates. They expertise of a select group of international money management firms and are known throughout the industry for Financial Advisor, you will effectively plan and manage leads while interacting with potential businesses and targets through effective planning, lead management, and engaging with potential clients Identify provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning
contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received
cover schedules and will applications submitted by Wealth Specialists.
Requirements:
received by the Wealth Specialist
the class of business exam
Completed the RE 5 exam
Registered with the FSCA as a full representative
Passion for Financial Planning and Wealth Management
Meticulous Advisors
Strong ethical
achieving long term financial success
Risk Management -focus approach
Strong Mathematical skills
Specialist knowledge of investments, saving and Money Management
Advanced Networking skills
Self driven
this role is to lead the Private Wealth business at a regional level. This includes overseeing client of the Wealth segment within the region and represent Wealth Banking and Investment Management as the authority in the area. 10 - 15 years of Wealth Management experience managing a client base of High Net worth Graduate Degree (NQF level no.8) 15 years of relevant banking, lending, and wealth experience of which
Wealth Advisor Assistant Paarl
Well-established Financial Services Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Administrative Assistant with 5+ years experience. The purpose of the role is to provide comprehensive administrative Office or Business Management qualification
At least 5+ years experience in Wealth Advisor Assistant have excellent planning, organising and time management skills
Must be an analytical thinker with
make a Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin