existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide build a trusting relationship with the private wealth clients, fostering confidence and goodwill with Management (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily
platforms: Corporate Saver, Standard Bank TPFA, ABSA AMS Opening and closing of Investments on all platforms bank reconciliations: FNB, Nedbank, Standard Bank, ABSA Management of advocate payments during the month
platforms: Corporate Saver, Standard Bank TPFA, ABSA AMS Opening and closing of Investments on all platforms bank reconciliations: FNB, Nedbank, Standard Bank, ABSA Management of advocate payments during the month
Standard Bank Vehicle and Asset Finance position or ABSA Drafting of Affidavits, Summonses, Section 129 notices Standard Bank Vehicle and Asset Finance position or ABSA Drafting of Affidavits, Summonses, Section 129 notices Standard Bank Vehicle and Asset Finance position or ABSA Drafting of Affidavits, Summonses, Section 129 notices
Standard Bank Vehicle and Asset Finance position or ABSA Drafting of Affidavits, Summonses, Section 129 notices Standard Bank Vehicle and Asset Finance position or ABSA Drafting of Affidavits, Summonses, Section 129 notices Standard Bank Vehicle and Asset Finance position or ABSA Drafting of Affidavits, Summonses, Section 129 notices
Introduction Wealth management company that specialises in the trust space. Profile 3 years GreatSoft
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
client is a boutique wealth management company offering affluent clients wealth planning strategies that
client is a boutique wealth management company offering affluent clients wealth planning strategies that
successful business, look no further IWCP (Insurance and Wealth Creation Professionals) is the gateway to a rewarding growth and personal success with IWCP (Insurance and Wealth Creation Professionals). Join us and make a lasting