related field such as a BCom, BusSc
Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
years experience as a Private Client Wealth / Relationship Manager, with experience in high and ultra-high
skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
Strong ethical
of professionals to deliver comprehensive wealth management services, including investment management long-term goals and objectives Provide holistic wealth management advice, including investment management, retirement by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage
of professionals to deliver comprehensive wealth management services, including investment management long-term goals and objectives Provide holistic wealth management advice, including investment management, retirement by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage
software development process experience of wealth management and adviser value proposition requirement
Accreditation) NQF 5 Diploma (Preferable Wealth Management) Class of Business Certification (Yearly)
Accreditation) NQF 5 Diploma (Preferable Wealth Management) Class of Business Certification (Yearly)
by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage