Ready to join a leading Wealth Management Firm as an Internal Consultant? Is this you? You're highly a good background in paraplanning within wealth management and you're looking to take the next step in for providing specialist technical input to Wealth Managers and preparing asset allocation reports, proposals You will be assisting in the development of wealth management products and strategies. Constant innovation will be joining our client, who is a leading Wealth Management firm with a strong reputation for delivering
ADMINISTRATOR- WEALTH MANAGMENT Utilise your certification and experience in the wealth management environment REQUIRES EXPERIENCE AND QUALIFCATION IN WEALTH/FINANCIAL MANAGMENT ENVIRONMENT Updating client portfolios
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 is (and why you'll enjoy it) You'll support the Wealth Managers with financial needs analysis, client reviews it The company is a well-known and trusted wealth manager who has been looking after their clients for solid admin experience in financial planning/wealth management. You need to be well-spoken, professional
support the management of wealth division in setting and executing actions managing all aspects of risk within mitigate the key business risks in Wealth division. Guide the management in the identification, assessment second line risk deliveries within the Wealth overall risk management function to ensure effective utilization Operational risk, Wealth management / Stockbroking investment. Minimum 6 years wealth management experience experience essential. Solid knowledge of wealth management operational processes and technologies. Insight into
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing crucial role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial You'll be joining a well-known and trusted wealth manager who has been looking after their clients for working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing crucial role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial You'll be joining a well-known and trusted wealth manager who has been looking after their clients for working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
important resource in the end-to-end support of the wealth manager and has a good knowledge of financial planning pressure. Purpose of the job: Reporting to the Wealth Manager Will be required to service and maintain existing administrative support and partners with the Wealth Manager Switches Static detail changes Income reviews clients in terms of financial planning and wealth management Good relationship builder and can make clients (alt key use etc.), PowerPoint) Elite Wealth practice management system Adequate typing speed Business:
ADMINISTRATOR KZN - PIETERMARITZBURG A busy wealth and financial management company is looking for a Employee Benefits REQUIRES SOMEONE WITH EXPERIENCE IN INSURANCE/WEALTH MANAGEMENT ENVIRONMENT General administration Accurate
ADMINISTRATOR KZN - PIETERMARITZBURG A busy wealth and financial management company is looking for a Employee Benefits REQUIRES SOMEONE WITH EXPERIENCE IN INSURANCE/WEALTH MANAGEMENT ENVIRONMENT General administration Accurate
& Organizational Skills? Join a fantastic Wealth Management Team in Krugersdorp! ✨
Are you
want to hear from you!
A boutique wealth management firm based in Krugersdorp is seeking a talented
administrative support to the wealth advisors, including scheduling appointments, managing calendars, and preparing
/>Opportunity to work in a dynamic and growing wealth management firm.
Be part of a supportive and collaborative