Our Client is looking for a Wealth Administrative Assistant, you will play a crucial role planning and investment services.
Job Title: Wealth Administrative Assis attracting and retaining clients through excellent service delivery.
Processing new business
providers
2. Good knowledge of the various wealth insurance products
3. Ability to assist with
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 Planner (CFP) FAIS Compliant. Proven experience as a Wealth and Investment Manager with a focus on HNW clients financial markets, investment products, structuring and wealth management strategies. Strong analytical and quantitative
responsibility of this role is to lead the Private Wealth business at a regional level. This includes overseeing sales and service performance of the Wealth segment within the region and represent Wealth Banking and senior-most authority in the area. 10 - 15 years of Wealth Management experience managing a client base of authorised to provide advice and intermediary services across required sub-categories. Desired Post Graduate no.8) 15 years of relevant banking, lending, and wealth experience of which 10 years should be in a senior
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you know what it takes to support and empower a Wealth Manager into making a success of their business established Wealth Manager with all the technical administration that needs to be done to best service clients well established and highly successful independent wealth management firm that currently manages R1.4 billion billion. They provide customised financial planning services to their clients. You'll be office based daily If you have gained experience working on Elite Wealth's financial planning software and you've dealt with
you know what it takes to support and empower a Wealth Manager into making a success of their business established Wealth Manager with all the technical administration that needs to be done to best service clients well established and highly successful independent wealth management firm that currently manages R1.4 billion billion. They provide customised financial planning services to their clients. You'll be office based daily If you have gained experience working on Elite Wealth's financial planning software and you've dealt with
in Pretoria East, renowned for its excellence in wealth management and investments. The practice have received
As a Portfolio Administrator, you will support Portfolio Managers, process applications, and interact with clients from diverse backgrounds.
This role requires teamwork, a strong work ethic, and the ability to stay focused without distractions. Proficiency in technology, computer literac
in the Financial Services sector based in Umhlanga, Durban is seeking the services of an experienced experienced Assistant / Financial Services Administrator to assist a Wealth and Portfolio Manager. This role will candidate who has a thorough knowledge of Financial Services industry. The ideal candidate will have strong excellent customer service. Requirements: Matric Degree or diploma in Financial Services would be an advantage At least 5 years' experience in the financial services arena MS Office – proficient (Especially Excel)