skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
Strong ethical
and Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter Assisting re-allocation of clients when a Private Wealth Manager resigns Assisting Compliance Manager with complaint Requirements: 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
and Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter Assisting re-allocation of clients when a Private Wealth Manager resigns Assisting Compliance Manager with complaint Requirements: 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
tracking)
know what it takes to support and empower a Wealth Manager into making a success of their business, then you'll enjoy it) You will support an established Wealth Manager with all the technical administration that established and highly successful independent wealth management firm that currently manages R1.4 billion.
know what it takes to support and empower a Wealth Manager into making a success of their business, then you'll enjoy it) You will support an established Wealth Manager with all the technical administration that established and highly successful independent wealth management firm that currently manages R1.4 billion.
critical for this role
critical for this role
Financial Manager. If you possess a wealth of experience in financial management within the commercial sector
well as in a virtual team. Requirements: Wealth Management or equivalent qualification (min.120 Credits