client is an established wealth management firm offering affluent clients wealth planning strategies that build. They are looking to bring in an accomplished Wealth Manager to contribute to their continued success take your career to the next level in the world of wealth management and help our clients achieve their financial want to hear from you. 7 years Financial Planning/Wealth Management experience Bachelor's degree CFP advantageous
you know what it takes to support and empower a Wealth Manager into making a success of their business why you'll enjoy it) You will support established Wealth Managers with all the technical administration You'll be joining a small, innovative, independent wealth management firm that provides customised financial
Wealth Advisor Assistant Paarl
Well-established Financial Services Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative qualification
At least 5+ years experience in Wealth Advisor Assistant or Office Administration or Financial
you know what it takes to support and empower a Wealth Manager into making a success of their business why you'll enjoy it) You will support established Wealth Managers with all the technical administration You'll be joining a small, innovative, independent wealth management firm that provides customised financial
make a Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers technical responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical
make a Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers technical responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical
client is an established wealth management firm offering affluent clients wealth planning strategies that build. They are looking to bring in an accomplished Wealth Manager to contribute to their continued success take your career to the next level in the world of wealth management and help our clients achieve their financial want to hear from you. 7 years Financial Planning/Wealth Management experience Bachelor's degree CFP advantageous
Wealth Planning Becoming a Wealth Planner at EQ-FIN will give you the opportunity to partner with your insurance and retirement planning, thus creating wealth and financial peace-of-mind. This opportunity offers
detail-oriented Wealth Assistant to join our client's team in Gqeberha. As a Wealth Assistant, you will will provide administrative support to the Wealth Managers and assist in managing the financial portfolios The main objective of this role is to assist the Wealth Planners with any administration relating to the love to hear from you. Responsibilities Assist Wealth Managers in managing client portfolios Perform
A prominent Wealth Management firm is seeking an experienced Wealth and Investment Manager to join their possess a deep understanding of investment and wealth management, investment strategies, offshore and Planner (CFP) FAIS Compliant. Proven experience as a Wealth and Investment Manager with a focus on HNW clients financial markets, investment products, structuring and wealth management strategies. Strong analytical and quantitative