Client in the Financial Sector is currently seeking a suitably qualified candidate to fill a position position for a Wealth Advisor Assistant, based in Bathhurst, in the Eastern Cape. The purpose of the role is is to assist and support the Wealth Advisor in fulfilling general sales and administrative support activities engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance inter-departmental relationships Coordinate the sales and administrative activities between the different product providers
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
Client in the Financial Sector is currently seeking a suitably qualified candidate to fill a position position for a Wealth Advisor Assistant, based in Bathhurst, in the Eastern Cape. The purpose of the role is is to assist and support the Wealth Advisor in fulfilling general sales and administrative support activities engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance inter-departmental relationships Coordinate the sales and administrative activities between the different product providers
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
clients and cold calling potential clients Administration: includes but not limited to, client quotes capturing - Dealing with customer queries. - Assisting walk in clients. - Routing of local deliveries QUALIFICATIONS Matric EXPERIENCE: Minimum of 1 year administrative and sales experience Any other work-related Teams) Excellent communication skills Strong Administration skills Must be confident to phone clients.
clients and cold calling potential clients Administration: includes but not limited to, client quotes capturing - Dealing with customer queries. - Assisting walk in clients. - Routing of local deliveries QUALIFICATIONS Matric EXPERIENCE: Minimum of 1 year administrative and sales experience Any other work-related Teams) Excellent communication skills Strong Administration skills Must be confident to phone clients.
screen-share and in person meetings Develop a trusted advisor relationship with key accounts, customer stakeholders
screen-share and in person meetings Develop a trusted advisor relationship with key accounts, customer stakeholders
opportunities Encourage and assist to maintain good relationships with customers Assist sales team to achieve daily and deposit slips are filed and balanced Assist internal and external auditors where necessary and received in good order Manage the branch administration, sales and warehouse personnel and maintain ADVANTAGE Minimum of 5 years branch management/assistant experience is an ADVANTAGE Practical knowledge
division to assist with qualified lead generation and appointments as well as an administrative support team