Updating client portfolios
Assist with planning and recommendation to clients on their portfilio
Portfolio construction
Liaise with clients
Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.
Ensuring accurate and
contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received
cover schedules and will applications submitted by Wealth Specialists.
Requirements:
received by the Wealth Specialist
skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
Strong
company that provides quality financial advice and wealth management solutions to international expatriates How you'll role In your role as an experienced Wealth Manager, you will effectively plan and manage leads provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning
Our client seeks to appoint a suitably qualified and experienced CRO with at least 3-5 years direct experience in a similar position. Matric as well as a relevant bachelor's degree is required. PGD in Financial Planning and RE 5 would be an advantage. This position offers a basic salary as well as m
successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business Prospect potential clients for the services offered by Wealth Managers Generate leads and refer to relevant advisors requests, as these arise. Liaising with Private Wealth Managers to ensure the accuracy of documentation
team of professionals to deliver comprehensive wealth management services, including investment management long-term goals and objectives Provide holistic wealth management advice, including investment management recognized by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an
services company provides quality financial advice and wealth management solutions to international expatriates provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning need Proven experience in a financial advisory or wealth management role CISI level two or equivalent qualification
appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years direct experience position, with a minimum of 3 years as a private wealth manager. Strong and fundamental understanding and