suitably qualified candidate to fill a position for a Wealth Advisor Assistant, based in Bathhurst, in the Eastern purpose of the role is to assist and support the Wealth Advisor in fulfilling general sales and administrative liaison and engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance
A well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted lines
existing private clients that form part of the Wealth Team's allocated client book. The CRO provides build a trusting relationship with our private wealth clients, fostering confidence and goodwill with qualified leads sources. This focus allows for Wealth Specialists to be in front of clients, so they closing appointments with potential clients for the Wealth Specialist. Attending to all existing client queries maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted
existing private clients that form part of the Wealth Team's allocated client book. The CRO provides build a trusting relationship with our private wealth clients, fostering confidence and goodwill with qualified leads sources. This focus allows for Wealth Specialists to be in front of clients, so they closing appointments with potential clients for the Wealth Specialist. Attending to all existing client queries maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted
A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship closing appointments with potential clients for the Wealth Specialist
Description A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship closing appointments with potential clients for the Wealth Specialist Attending to all existing client queries 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 figures Liaising with all clients allocated to the Wealth Specialist team as per company's set guidelines
A prominent Wealth Management firm is seeking an energetic young investment professional to join their understanding and some exposure to investment and wealth management, investment strategies, offshore and Analyst and the focus will be on assisting Senior Wealth Managers in managing a portfolio of clients, but personality and attitude to grow into a fully-fledged Wealth Manager over time. Key to this role is a sparkle markets, investment products, structuring, and wealth management strategies. Strong analytical and quantitative
existing clients that form part of an allocated Wealth Specialists team that they work for. These individuals trusting relationship with the Company's private wealth clients, fostering confidence and goodwill with 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 team's daily recon template and daily figures Making Making and confirming of appointments with the Wealth Specialist as well as ensuring they have the correct
existing clients that form part of an allocated Wealth Specialists team that they work for. These individuals trusting relationship with the Company's private wealth clients, fostering confidence and goodwill with 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 team's daily recon template and daily figures Making Making and confirming of appointments with the Wealth Specialist as well as ensuring they have the correct
Description A well-established wealth specialist based in Umhlanga is seeking to employ an experienced 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 figures Liaising with all clients allocated to the Wealth Specialist team as per company's set guidelines cover schedules and will applications submitted by Wealth Specialists are completed correctly and in full