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
finance related field such as a BCom, BusSc
of all interactions with clients
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
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
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
JOB DESCRIPTION | WEALTH ASSISTANT CAPE TOWN
Job summary
One of our esteemed clients
the position of Wealth Assistant. The main objective of this role is to assist the Wealth Planners with
include, but are not limited to:
1. Support to Wealth Planner
o Time Management - Turnaround time
static information)
o Schedule meetings with Wealth Planner, receiving of clients and ensure that meeting