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
JOB DESCRIPTION | WEALTH ASSISTANT CAPE TOWN
Job summary
One of our esteemed clients
the position of Wealth Assistant. The main objective of this role is to assist the Wealth Planners with
limited to:
1. Support to Wealth Planner
o Time Management - Turnaround time / meeting deadlines
they making your day to day easier (Calendar management, chasing outstanding info, team player)
o
customer''s experience".
o Proactive Task Management
o Effective Communication skills - With
Our Client is looking for a Wealth Administrative Assistant, you will play a crucial role services.
Job Title: Wealth Administrative Assistant
Location: the designated workflow process.
Managing email correspondence, including sending and receiving
Reporting client complaints to management for resolution.
Providing mentorship FAIS) for every client interaction.
Managing the Financial Planner's calendar and scheduling
successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business potential clients for the services offered by Wealth Managers
Experience:
clients’ financial needs Determine clients’ expenses, level of income, insurance coverage, their financial objectives insurance coverage, investment planning, cash management or any other areas in order to help them reach performance reports and income projections for clients. Manage and regularly update clients’ portfolios. Building Requirements: Matric 2 years Sales experience RE 5, FAIS qualification an added advantage but not essential License Laptop Network of clients The post Insurance/Wealth Planner appeared first on freerecruit.co.za .
Wealth Assistant - Eastern Cape
Innovative Bank seeks diligent individual for for their Wealth business. Key role to support Wealth / Financial Advisors. Provide efficient administration Responsibilities
National Diploma in Financial Planning Flexibility of managing your own business
Pretoria East, renowned for its excellence in wealth management and investments. The practice have received Portfolio Administrator, you will support Portfolio Managers, process applications, and interact with clients considering the candidate's qualifications, skills, and level of experience. The employer retains the prerogative
Portfolio Administrator, you will support Portfolio Managers, process applications, and interact with clients the candidate's qualifications, skills, and level of experience. The employer retains the prerogative