deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity should strive to be strategic partner to the wealth manager, by meticulously handling deadlines, paperwork enhance the overall service provided to the wealth manager and our clients.
Specific qualities the financial planning environment assisting Wealth Managers and Financial Advisors with administrative
The main purpose of the Wealth Manger is to tell the story to as many ideal clients, to ensure increase commitment, attention to detail, accuracy, people management, empathy, emotional intelligence
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opportunity to join a very well regarded boutique wealth management firm. This position would suit someone with assisting in maintaining and developing a leading wealth management division through providing professional administrative the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate client onboarding documentation. Oversee the management and updating of client CRM profile. Liaise with and manage admin related queries or issues with clients directly on behalf of the Wealth Manager Manage
portfolio Funds under management from various stakeholders. The organization also has invested Private Equity portfolio, assist in customer support and post investment management of same - to ensure the company and the developmental benefits envisaged by these funds and investments.
Qualifications:
Working knowledge of legislation relating to investments, retirement planning and estate planning Strong
Accounting, Investment Management etc.)
equity firm in Johannesburg is looking for an Investment Associate with a CA (SA) qualification. CFA Charter Previous experience in Asset Management, Corporate Finance, Fund Management, Investment Banking, or Private Equity – 3 years' experience in Financial Services, Investments, etc.
fast-growing investment firm specializing in private equity and venture capital investments, and they are are seeking an Investment Analyst to join their team. Minimum Requirements Bachelors Degree Professional
private equity to join their prestigious investment management firm in Sandton. Candidates must have strong