strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
You thrive in a fast-paced environment where managing priorities efficiently is key and you enjoy working finesse. Your responsibilities will also include managing E-Banking users, handling client queries, and investment positions. You'll enjoy the challenge of managing various administrative tasks independently while leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory
You thrive in a fast-paced environment where managing priorities efficiently is key and you enjoy working finesse. Your responsibilities will also include managing E-Banking users, handling client queries, and investment positions. You'll enjoy the challenge of managing various administrative tasks independently while leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory
you'll enjoy it) You will assist in reviewing management accounts to ensure accuracy and compliance. You'll reviewing payments to safeguard against inaccuracies, managing VAT returns efficiently, doing the cashbook and leading a small team so it's critical you have management experience and skills. Where you'll be doing but in both possibilities you'll need to have managed staff and have retail industry expeirence. You'll
or audited financial services. You're adept at managing deadlines and you want to elevate your career presence, specializing in wealth and investment management. With a commitment to excellence and a culture opportunity to join a well-established wealth manager who can offer exposure within the industry by working
client reviews and requests as well as manage the Wealth Manager's diary. Where you'll be doing it You'll
client reviews and requests as well as manage the Wealth Manager's diary. Where you'll be doing it You'll
joining a small yet growing and top-performing asset manager based in the northern suburbs. You'll be based mentor you. An opportunity to work in a small asset manager where you are so much more than a number and you'll
joining a small yet growing and top-performing asset manager based in the northern suburbs. You'll be based mentor you. An opportunity to work in a small asset manager where you are so much more than a number and you'll