Finance related field Non-Negotiable! (NQF5: Wealth Management/ Bcom/ Finance related qualifications)
skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
Strong ethical
A respected and fast-growing Wealth Management firm is seeking a young and dynamic tax professional to advisory role that will work closely with the Wealth Managers. The incumbent would act as the client's trusted advisory and technical execution, alongside Wealth Manager. Tax structuring advisory (local and offshore) necessary and management of feedback to clients and Wealth Manager. Offshore and local trust advisory and facilitation with client emigration matters, alongside Wealth Managers and external specialists as needed. Building
urgently looking for someone who can assist the Wealth Manager with the closing of life insurance policies and evaluated. Minimum Requirements: Matric Wealth Management Certificate (advantage) RE Exam (advantage)
urgently looking for someone who can assist the Wealth Manager with the closing of life insurance policies and evaluated. Minimum Requirements: Matric Wealth Management Certificate (advantage) RE Exam (advantage)
qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own transport;
experience in Financial Services, preferably in Wealth Management • Hard working
• Excellent administration
qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own transport;
qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own transport;
qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own transport;