Contact Centre NQF 4 or Generic Management NQF 4/5 - Learnership for Individuals with Disabilities
such as a BCom, BusSc
Job description:
that provides quality financial advice and wealth management solutions to international expatriates. They expertise of a select group of international money management firms and are known throughout the industry for your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting and targets through effective planning, lead management, and engaging with potential clients Identify provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning
this role is to lead the Private Wealth business at a regional level. This includes overseeing client of the Wealth segment within the region and represent Wealth Banking and Investment Management as the authority in the area. 10 - 15 years of Wealth Management experience managing a client base of High Net worth Graduate Degree (NQF level no.8) 15 years of relevant banking, lending, and wealth experience of which
Financial Services Administrator to assist a Wealth and Portfolio Manager. This role will only suit a candidate Financial Services would be an advantage At least 5 years' experience in the financial services arena
investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well well established and focuses on managing an existing client base and not too much on new client acquisition Experience is key, you need to have gained at least 5 years of working experience in financial planning
investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well well established and focuses on managing an existing client base and not too much on new client acquisition Experience is key, you need to have gained at least 5 years of working experience in financial planning
and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow your client portfolios Manage your financial practice Remain accredited and up
participate in a Generic Management NQF 3 Learnership. Qualification: Generic Management NQF 3 Potential Start
in a Generic Management NQF 3 Learnership.