Finance related field Non-Negotiable! (NQF5: Wealth Management/ Bcom/ Finance related qualifications)
experienced professional financial planners/ wealth managers to join a leading Financial Services provider Finance related field Non-Negotiable (NQF5: Wealth Management/ Bcom/ Finance related qualifications) RE5
experienced professional financial planners/ wealth managers to join a leading Financial Services provider Finance related field Non-Negotiable (NQF5: Wealth Management/ Bcom/ Finance related qualifications) RE5
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
/>Our company is a prominent player in the wealth management and asset management industry, dedicated to the financial industry, preferably within a wealth management firm, brokerage, or asset management company Equity Analyst or in a similar role within a wealth management firm, broker, or asset management company
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;
software development process experience of wealth management and adviser value proposition requirement