detail-oriented Wealth Assistant to join our client's team in Gqeberha. As a Wealth Assistant, you will will provide administrative support to the Wealth Managers and assist in managing the financial portfolios The main objective of this role is to assist the Wealth Planners with any administration relating to the love to hear from you. Responsibilities Assist Wealth Managers in managing client portfolios Perform
Our Client is looking for a Wealth Administrative Assistant, you will play a crucial role services.
Job Title: Wealth Administrative Assistant
Location:
providers
2. Good knowledge of the various wealth insurance products
3. Ability to assist with
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
ADMINISTRATOR- WEALTH MANAGMENT Utilise your certification and experience in the wealth management environment VACACNY REQUIRES EXPERIENCE AND QUALIFCATION IN WEALTH/FINANCIAL MANAGMENT ENVIRONMENT Updating client
in the background which essentially makes your Wealth Manager offer their clients the best possible service service? Is this you? We all know it's the Wealth Manager that consults with the client but the magic doing (and why you'll enjoy it) You'll support the Wealth Managers with financial needs analysis, client doing it The company is a well-known and trusted wealth manager who has been looking after their clients clients for over 30 years. They manage the wealth of individuals and families as well as offering fiduciary
and team which is growing rapidly. We require a Wealth Adviser Assistant to provide an efficient administrative
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
Ready to join a leading Wealth Management Firm as an Internal Consultant? Is this you? You're highly proficient with a good background in paraplanning within wealth management and you're looking to take the next responsible for providing specialist technical input to Wealth Managers and preparing asset allocation reports clients. You will be assisting in the development of wealth management products and strategies. Constant innovation You will be joining our client, who is a leading Wealth Management firm with a strong reputation for delivering
by developing financial strategies that create wealth and reduce debt. You are going to take time to license. Clear criminal and credit record RE5, Wealth Management, and a Certificate in Banking are an
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