Our client is an established wealth management firm offering affluent clients wealth planning strategies They are looking to bring in an accomplished Wealth Manager to contribute to their continued success. This career to the next level in the world of wealth management and help our clients achieve their financial hear from you. 7 years Financial Planning/Wealth Management experience Bachelor's degree CFP advantageous
related field such as a BCom, BusSc
interactions with clients
know what it takes to support and empower a Wealth Manager into making a success of their business, then you'll enjoy it) You will support established Wealth Managers with all the technical administration that joining a small, innovative, independent wealth management firm that provides customised financial planning
know what it takes to support and empower a Wealth Manager into making a success of their business, then you'll enjoy it) You will support established Wealth Managers with all the technical administration that joining a small, innovative, independent wealth management firm that provides customised financial planning
that provides quality financial advice and wealth management solutions to international expatriates. They you'll role In your role as an experienced Wealth Manager, you will effectively plan and manage leads
Our client is an established wealth management firm offering affluent clients wealth planning strategies They are looking to bring in an accomplished Wealth Manager to contribute to their continued success. This career to the next level in the world of wealth management and help our clients achieve their financial hear from you. 7 years Financial Planning/Wealth Management experience Bachelor's degree CFP advantageous
A prominent Wealth Management firm is seeking an experienced Wealth and Investment Manager to join their possess a deep understanding of investment and wealth management, investment strategies, offshore and local FAIS Compliant. Proven experience as a Wealth and Investment Manager with a focus on HNW clients. In-depth markets, investment products, structuring and wealth management strategies. Strong analytical and quantitative
company provides quality financial advice and wealth management solutions to international expatriates. They Proven experience in a financial advisory or wealth management role CISI level two or equivalent qualification
Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub