Do you thrive in a support role and have what it takes to help make a Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more technical responsibilities and grow in the world of wealth
Do you thrive in a support role and have what it takes to help make a Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more technical responsibilities and grow in the world of wealth
JOB DESCRIPTION | WEALTH ASSISTANT CAPE TOWN
Job summary
One of our esteemed clients
has an exciting vacancy for the position of Wealth Assistant. The main objective of this role is to assist
detail-oriented Wealth Assistant to join our client's team in Gqeberha. As a Wealth Assistant, you will provide provide administrative support to the Wealth Managers and assist in managing the financial portfolios
Are you the driving force behind making all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you You've got the admin skills wi
Are you the driving force behind making all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you You've got the admin skills wi
Key Responsibilities:
Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You've got the admin skills with a can-do attitude and on
Wealth Advisor Assistant Paarl
Well-established Financial Services Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative qualification
At least 5+ years experience in Wealth Advisor Assistant or Office Administration or Financial
Our Client is looking for a Wealth Administrative Assistant, you will play a crucial role in supporting
Job Title: Wealth Administrative Assistant
Location: Cape
knowledge of the various wealth insurance products
3. Ability to assist with new business
4