Reference: NFP014329-CAM-1 Kickstart Your Career as a Wealth Advisor Assistant Location: Eastern Cape Are you goals? This wealth management company is looking for a motivated and detail-oriented Wealth Advisor Assistant excellent opportunity to start your career in wealth management with a leading firm dedicated to excellence satisfaction. Key Responsibilities: Support Wealth Advisors in managing client portfolios and preparing financial communication, organizational, and analytical skills High level of integrity and professionalism What We Offer:
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
prospecting and referrals. Client Relationship Management: Network, source, and prospect to build and maintain and offer expert advice. Financial Security & Wealth Growth: Help clients achieve their financial goals Professional Practice Management: Cultivate long-term client relationships and manage your practice with Independence : Ability to work independently and manage your time effectively. Integrity : Clear credit
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
small? If exceptional customer service to a 5-star level and beyond excites you, our prestigious client your ordinary FandB Manager role. Find a home where your food and beverage management expertise will be effective management and collaboration while wowing with your niche social skills. Manage the day-to-day experience in Food and Beverage Management with a minimum of 5 of those years within a 5 institution Proven FandB Afrikaans a distinct advantage) Skilled at leading and managing a team, including training junior staff Computer
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
Graduate Diploma in Financial Planning At least 3 – 5 years' experience in the Financial Planning industry
prospecting and referrals. Client Relationship Management: Network, source, and prospect to build and maintain and offer expert advice. Financial Security & Wealth Growth: Help clients achieve their financial goals Professional Practice Management: Cultivate long-term client relationships and manage your practice with Independence : Ability to work independently and manage your time effectively. Integrity : Clear credit
financially broad understanding of financial management principles to represent Liberty and to form a
financially broad understanding of financial management principles to represent Liberty and to form a