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
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
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
Experience:
suitably qualified candidate to fill a position for a Wealth Advisor Assistant, based in Bathhurst, in the Eastern purpose of the role is to assist and support the Wealth Advisor in fulfilling general sales and administrative liaison and engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs Matric with a minimum of 3-5 years experience in client relationship management A minimum of 3 years experience
Introduction Wealth business within Innovative bank Description Wealth Assistant - Eastern Cape Innovative diligent individual for their Wealth business. Key role to support Wealth / Financial Advisors. Provide area). Main Responsibilities Provide support to Wealth Advisors for acquisition, retention and maintenance Compile research, request quotes and fact sheets. Manage client servicing requests. Prepare meeting packs policy statements. Submit new business applications. Manage client data and keep it updated. Ensure servicing
that provides quality financial advice and wealth management solutions to international expatriates. They expertise of a select group of international money management firms and are known throughout the industry for your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting and targets through effective planning, lead management, and engaging with potential clients Identify provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning
and a relevant post graduate degree at master’s level or accreditation as a professional civil or structural programme management frameworks.
in a Generic Management NQF 3 Learnership.
Description IGrow Wealth Investments, South Africa's 1 Property Investment Company, is looking for a