existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide build a trusting relationship with the private wealth clients, fostering confidence and goodwill with Management (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily
platforms: Corporate Saver, Standard Bank TPFA, ABSA AMS Opening and closing of Investments on all platforms bank reconciliations: FNB, Nedbank, Standard Bank, ABSA Management of advocate payments during the month
platforms: Corporate Saver, Standard Bank TPFA, ABSA AMS Opening and closing of Investments on all platforms bank reconciliations: FNB, Nedbank, Standard Bank, ABSA Management of advocate payments during the month
company that provides quality financial advice and wealth management solutions to international expatriates How you'll role In your role as an experienced Wealth Manager, you will effectively plan and manage leads provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning
company that provides quality financial advice and wealth management solutions to international expatriates How you'll role In your role as an experienced Wealth Manager, you will effectively plan and manage leads you'll do Provide sound advice on Investments, Wealth and Estate planning Achieve objectives and targets depth needs analyses and provide comprehensive wealth planning to clients Maintain an internationally
company that provides quality financial advice and wealth management solutions to international expatriates How you'll role In your role as an experienced Wealth Manager, you will effectively plan and manage leads provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning
services company provides quality financial advice and wealth management solutions to international expatriates provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning need Proven experience in a financial advisory or wealth management role CISI level two or equivalent qualification
company that provides quality financial advice and wealth management solutions to international expatriates How you'll role In your role as an experienced Wealth Manager, you will effectively plan and manage leads you'll do Provide sound advice on Investments, Wealth and Estate planning Achieve objectives and targets depth needs analyses and provide comprehensive wealth planning to clients Maintain an internationally
company that provides quality financial advice and wealth management solutions to international expatriates How you'll role In your role as an experienced Wealth Manager, you will effectively plan and manage leads provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning
services company provides quality financial advice and wealth management solutions to international expatriates provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning need Proven experience in a financial advisory or wealth management role CISI level two or equivalent qualification