Nqf Level 5 Wealth Management Jobs in South Africa - Page 3
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Wealth Assistant Bellville
The Talent Experts
Bellville
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
share this job on whatsappWealth Assistant Market-related
The Talent ExpertsBellville
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
Wealth Assistant – Cape Town
South Africa
Cost to company of R20 000 to R30 000pm including risk, life and disability cover.
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
Wealth Planner Market Related
Eq-fin BryanstonSouth Africa
Wealth Planning Becoming a Wealth Planner at EQ-FIN will give you the opportunity to partner with your You will get to know your clients on a personal level, understanding the client's personal situation and insurance and retirement planning, thus creating wealth and financial peace-of-mind. This opportunity offers Marketing and Networking Skills Ability to plan and manage time effectively Excellent communication and
Wealth Consultant Pretoria
Finwell Legal ServicesSouth Africa
finance industry. Assist clients with Property Wealth Assessment. Liaise with clients to ensure a smooth
Wealth Planner Pretoria
Liberty Group LtdPretoria
financially broad understanding of financial management principles to represent Liberty and to form a
Wealth Assistant Gqeberha
Rpo RecruitmentSouth Africa
detail-oriented Wealth Assistant to join our client's team in Gqeberha. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth The main objective of this role is to assist the Wealth Planners with any administration relating to the hear from you. Responsibilities Assist Wealth Managers in managing client portfolios Perform data entry client meetings Schedule client appointments and manage calendar Assist in conducting market research and
Wealth Administrative Assistant
Cape Town City Centre
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
Business Development Consultant - Wealth
Pretoria
Market related 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
Academy Head: Wealth
Pretoria
Market related
Experience:
- Min of 5 years experience in the financial services industry training experience.
- Minimum of 3 years management experience.
- Minimum of 3 years experience be placed under the supervision of the training manager at the FSCA to gain experience.
- Assist
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