finance related field such as a BCom, BusSc
An entrepreneur is the pioneer of their own businesses assuming all the risks and rewards. Let Liberty reward your empire-building spirit by taking away all the risks and providing you with the tools, training, and support to reap the rewards. Start your own professional financial planning practice
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
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
successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business potential clients for the services offered by Wealth Managers
The following:
Qualifications:
Experience:
A prominent Wealth Management firm is seeking an experienced Wealth and Investment Manager to join their possess a deep understanding of investment and wealth management, investment strategies, offshore and Planner (CFP) FAIS Compliant. Proven experience as a Wealth and Investment Manager with a focus on HNW clients financial markets, investment products, structuring and wealth management strategies. Strong analytical and quantitative