dealing with and assisting clients in terms of financial planning and wealth management Good relationship
Key Responsibilities:
Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You've got the admin skills with a can-do attitude and on
in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative
software).
As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in love to hear from you. Responsibilities Assist Wealth Managers in managing client portfolios Perform data
urgently looking for someone who can assist the Wealth Manager with the closing of life insurance policies
urgently looking for someone who can assist the Wealth Manager with the closing of life insurance policies
Searching for finance graduates looking at starting their careers IN 2023. We offer a career with flexible working hours and high potential earnings. This is your opportunity to BE EXTRAORDINARY. Excellent communication skills along with the ability to prospect new clients are essential. Being a Fin
Searching for finance graduates looking at starting their careers IN 2023. We offer a career with flexible working hours and high potential earnings. This is your opportunity to BE EXTRAORDINARY. Excellent communication skills along with the ability to prospect new clients are essential. Being a Fin