Deputy Manager Jobs in South Africa
Management Associate Southern Suburbs
Loren Robertson Recruitment
Cape Town Region
to join a very well regarded boutique wealth management firm. This position would suit someone with a 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
share this job on whatsappWealth Management Associate
Loren Robertson RecruitmentCape Town Region
to join a very well regarded boutique wealth management firm. This position would suit someone with a 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
Senior Paraplanner
Loren Robertson RecruitmentCape Town Region
Paraplanner to join a well renowned boutique wealth management firm in the southern suburbs of Cape Town. We has experience as a Paraplanner within wealth management, preparing detailed and complex proposals and existing clients. Prepare Goals Based Wealth Management proposals and reports for clients. Prepare Financial maintenance of wealth management products / strategies Assist Wealth Managers and Wealth Management Associates troubleshooting Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons
Senior Paraplanner Cape Town
Loren Robertson RecruitmentCape Town Region
Paraplanner to join a well renowned boutique wealth management firm in the southern suburbs of Cape Town. We has experience as a Paraplanner within wealth management, preparing detailed and complex proposals and existing clients. Prepare Goals Based Wealth Management proposals and reports for clients. Prepare Financial maintenance of wealth management products / strategies Assist Wealth Managers and Wealth Management Associates troubleshooting Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons
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