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
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
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
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
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
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:
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
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:
& 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
leading wealth management firm is right up your alley! Ranking within the top 5 wealth management companies