Nqf Level 5 Wealth Management Jobs in South Africa - Page 3
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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
share this job on whatsappWealth 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
Insurance/wealth Planner
LibertyGauteng
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
Port Alfred
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
- Provide support to Wealth Advisors for acquisition, retention and maintenance research, request quotes and fact sheets.
- Manage client servicing requests.
- Prepare meeting
- Submit new business applications.
- Manage client data and keep it updated.
- Ensure
Wealth Planner Kwazulu-natal
Liberty Group LtdKwaZulu-Natal
National Diploma in Financial Planning Flexibility of managing your own business
Administrator Wealth Pta - East
Pillangó PlacementsSouth Africa
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 - Wealth & Investments
Pretoria
10000 Monthly 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
Insurance Sales/wealth Advisory
Liberty Group LtdSouth Africa
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 is a FAIS role Matric 2 years Sales experience RE 5, FAIS qualification an added advantage but not essential
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