skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
Strong ethical
Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant
Wealth Assistant - Eastern Cape
Innovative Bank seeks diligent individual for their Wealth business. Key role to support Wealth / Financial Advisors. Provide efficient administration support for client liaison and engagement. Position in the Eastern Cape (Port Alfred, Bathu
Introduction Wealth business within Innovative bank Description Wealth Assistant - Eastern Cape Innovative Bank seeks diligent individual for their Wealth business. Key role to support Wealth / Financial Advisors. Provide efficient administration support for client liaison and engagement. Position i
Introduction Wealth business within Innovative bank Description Wealth Assistant - Eastern Cape Innovative Bank seeks diligent individual for their Wealth business. Key role to support Wealth / Financial Advisors. Provide efficient administration support for client liaison and engagement. Position i
Qualifications required:
Role Title : Operations Manager Client Summary : Our client is a trailblazer in the financial services sector, offering bespoke investment management services to elite financial advisors and wealth managers. With a global footprint spanning South Africa, the UK, and Ireland, and managing assets wort
In the midst of challenging times in South Africa, Liberty offers you an opportunity to reshape your career and embrace new possibilities . We believe that now is the time to pause, reflect, and focus on personal and professional growth. Your journey with Liberty begins and ends with family. We valu
Introduction one of the 4 major banks in the country. Description Tied Advisor Role Purpose Engage with prospective clients to understand their financial needs. Provide financial advice and recommend Life and Investment products that align with the clients' financial requirements. Accurately record
Introduction one of the 4 major banks in the country. Description Tied Advisor Role Purpose Engage with prospective clients to understand their financial needs. Provide financial advice and recommend Life and Investment products that align with the clients' financial requirements. Accurately record