administrative support for the Financial/Investment Advisors within the team, and includes handling of all debit balances and assist financial/Investment Advisors to take corrective action • Preparation of client
work environment What you'll do: As a Transaction Advisor, you will be at the forefront of executing complex outcomes Participate in negotiations and mark up legal agreements Present investment proposals, feasibility projects What you bring: The ideal Transaction Advisor will bring a wealth of experience in M&A, corporate
individual to assist their high performing Investment Advisors with client administration. Purpose of the job job is to provide administration and support to Advisors in relation to client relationships and key business Glacier) Presentable Must be reporting to a Financial Advisor Experience working on Elite Wealth
The ideal candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term financial goals. You will need to have extensive Business Development skills, an established network, and an entrepreneurial attitude. Responsibilities Identified client financial
be supported by the internal team and appointed advisors on the projects. Prior experience and knowledge team consisting of technical, legal, financial and empowerment advisors on various project finance projects; various legal agreements and participating in negotiations (supported by external legal advisors); Presentation (supported by external advisors including legal, technical and empowerment advisors); Coordinate the transaction
and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's portfolio's are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries for quality control prior to Advisor/s meeting with the client; In house servicing – Upgrades and downgrades and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
consultancy company specialising in Strategic Compliance, Legal and Risk Management, emphasising driving international Manage and support our clients with compliance and legal requirements. Audit and Review of compliance processes
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused
role would entail providing support to the Wealth Advisor who specialises in the private client market. specifically experience dealing with investment houses / platforms.
Duties would includ
and business retention.
role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous specifically experience dealing with investment houses / platforms. Duties would include: Provide administrative requests and business retention. Assist Wealth Advisor in managing their workflow and follow-ups. Manage