customers. You'll be the backbone of their data management efforts, maintaining accurate customer databases sectors, they are committed to excellence and quality in every aspect of the business. But most of all
customers. You'll be the backbone of their data management efforts, maintaining accurate customer databases sectors, they are committed to excellence and quality in every aspect of the business. But most of all
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
You thrive in a fast-paced environment where managing priorities efficiently is key and you enjoy working finesse. Your responsibilities will also include managing E-Banking users, handling client queries, and investment positions. You'll enjoy the challenge of managing various administrative tasks independently while leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory
You thrive in a fast-paced environment where managing priorities efficiently is key and you enjoy working finesse. Your responsibilities will also include managing E-Banking users, handling client queries, and investment positions. You'll enjoy the challenge of managing various administrative tasks independently while leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory
align with the organisation's strategy. You'll manage financial affairs, optimise investment initiatives Ideally we'd like someone with a Master's Degree in Management Sciences or a related field but we'll also consider accountability governance. You possess strong financial management skills, including budget preparation and adherence succession planning. You are skilled in conflict management, business acumen, and providing expert advice
client reviews and requests as well as manage the Wealth Manager's diary. Where you'll be doing it You'll
client reviews and requests as well as manage the Wealth Manager's diary. Where you'll be doing it You'll
joining a small yet growing and top-performing asset manager based in the northern suburbs. You'll be based mentor you. An opportunity to work in a small asset manager where you are so much more than a number and you'll