Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Afrikaans and English. What you'll get You'll get to work in an amazing environment with a culture like no do respond to everyone Just give us a few days to work through your application.
allocated clients. Follow processes and procedures, working according to set quality standards and keeping Governance and Trust Administration. Ability to work in a multi-jurisdictional environment. Excellent highly motivated. Excellent team player and able to work independently. Microsoft Office Suite of programs
allocated clients. Follow processes and procedures, working according to set quality standards and keeping Governance and Trust Administration. Ability to work in a multi-jurisdictional environment. Excellent highly motivated. Excellent team player and able to work independently. Microsoft Office Suite of programs
living in Cape Town. What you'll get You'll be working closely with the COO who is young and driven and and who will also mentor you. An opportunity to work in a small asset manager where you are so much more do respond to everyone Just give us a few days to work through your application
living in Cape Town. What you'll get You'll be working closely with the COO who is young and driven and and who will also mentor you. An opportunity to work in a small asset manager where you are so much more do respond to everyone Just give us a few days to work through your application
Prior experience with Life Insurance systems. • Work experience with a policy admin system preferably one of the ZA vendors. • Ability to extract and work with policy administration data.
RE1 Qualification FAIS Accredited Willingness to work extended and flexible hours and may be required documentation requirements. Strategic Planning : Working with senior management to develop strategic initiatives problem-solving skills and attention to detail. You would work to identify root causes of problems and implement
RE1 Qualification FAIS Accredited Willingness to work extended and flexible hours and may be required documentation requirements. Strategic Planning : Working with senior management to develop strategic initiatives problem-solving skills and attention to detail. You would work to identify root causes of problems and implement
Personal Attributes: Self-motivated and able to work independently. Strong problem-solving skills and ed mindset. Reliable and punctual with a strong work ethic. Adaptable and willing to take on new challenges depending on background and experience Half-day work schedule (mornings only)
technical queries. Managing a small team, delegating work, reviewing, and ensuring staff development. Requirements: structured and/or guaranteed investments Ability to work accurately under pressure High attention to detail communication skills Good time management skills Ability to work in a team as well as independently Benefits: Market