Wealth Service Consultant Jobs in South Africa
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Wealth Manager
Johannesburg
finance related field such as a BCom, BusSc
share this job on whatsappWealth Manager NEW
Johannesburg
providing custom built solutions to our clients wealth portfolios at a managerial level is a fundamental requirement for this role
Financial Service Network Consultant
Status StaffingJohannesburg
Johannesburg are looking for a Financial Services Network Consultant. This role requires a proactive approach financial services sector. Making professional appointments with financial planners, Brokers, and Wealth managers
Investment Service Consultant NEW
South Africa
315000
HIRING: Commerce Graduates (Finance, Business Science, Economics, Investment Management) - CAPE TOWN BASED. Relocation assistance provided (T''s & C''s apply)
65% GPA overall for Matric and University with year-on-year progression.
- Ideally looking for c
Investment Service Consultant NEW
South Africa
R24 000 - R28 000 PER MONTH
INVESTMENT SERVICES CONSULTANT
Perm, Salary CTC up to 288 000-336 000+ dependent Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external anyway to:-
Ensuring an excellent quality of service is given to clients at all times
Online Identifying and proposing solutions to process and service related failures
To supply marketing material 12
6 months contact centre experience/client services experience
Excellent verbal and written
Wealth Manager South Africa
CrayonSouth Africa
global financial services company that provides quality financial advice and wealth management solutions globally and locally for excellence in client services and continue to work passionately towards implementing implementing client-centric solutions. This financial services institution brings together the investment expertise How you'll role In your role as an experienced Wealth Manager, you will effectively plan and manage leads provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning
Wealth Assistant – Cape Town
South Africa
Cost to company of R20 000 to R30 000pm including risk, life and disability cover.
JOB DESCRIPTION | WEALTH ASSISTANT CAPE TOWN
Job summary
One of our esteemed clients
the position of Wealth Assistant. The main objective of this role is to assist the Wealth Planners with
with any administration relating to the servicing of existing and prospective clients, with the primary focus
include, but are not limited to:
1. Support to Wealth Planner
o Time Management - Turnaround time
player)
o Accuracy of work
o Customer Service Delivery "What is the customer''s
Wealth Assistant - Eastern Cape
Port Alfred
Wealth Assistant - Eastern Cape
Innovative Bank seeks diligent individual for for their Wealth business. Key role to support Wealth / Financial Advisors. Provide efficient administration Responsibilities
- Provide support to Wealth Advisors for acquisition, retention and maintenance quotes and fact sheets.
- Manage client servicing requests.
- Prepare meeting packs.
- Capture client data and keep it updated.
- Ensure servicing requests are done timeously (for example top-up
Wealth Planner Kwazulu-natal
Liberty Group LtdKwaZulu-Natal
a part of Liberty Life, a leader in financial services. Our intense training and development will take
Insurance/wealth Planner
LibertyGauteng
License Laptop Network of clients The post Insurance/Wealth Planner appeared first on freerecruit.co.za .
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