Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You've got the admin skills with a can-do attitude and on
Key Responsibilities:
As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in love to hear from you. Responsibilities Assist Wealth Managers in managing client portfolios Perform data
an Analyst and the focus will be on assisting Senior Wealth Managers in managing a portfolio of clients
an Analyst and the focus will be on assisting Senior Wealth Managers in managing a portfolio of clients
gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical
gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical
Reference: KZN000392-KK-1 PORTFOLIO ADMINISTRATOR- WEALTH MANAGMENT Utilise your certification and experience in the wealth management environment to join this busy and dedicated team. Must have at least 4 years experience in a similar role and certification. T HIS VACACNY REQUIRES EXPERIENCE AND QU
Reference: KZN000392-KK-1 PORTFOLIO ADMINISTRATOR- WEALTH MANAGMENT Utilise your certification and experience in the wealth management environment to join this busy and dedicated team. Must have at least 4 years experience in a similar role and certification. T HIS VACACNY REQUIRES EXPERIENCE AND QU