Wealth Assistant

Responsibilities: Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. Work closely with Wealth Manager Provide ongoing feedback to clients. Assist clients with completing forms, check...

Job description:Responsibilities: Gather client policy and investment information Compile logical summaries of information Research product information Assist with preparation of client proposals Load new/existing business policies Handle and solve client enquiries Diary management for new and existing business cases Diary management for wealth adviser ...

Established wealth management team who offer their clients tailored and holistic investment and wealth planning solutions, seek a passionate Wealth Manager for their Gauteng region. Fantastic team culture of collaborative and professional team members.Responsibilities: Introduce new clients to our business, focussing on higher equity clients Evaluate clients...

Introduction Through our clientfacing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.Role Purpose Involve assessing clients'...

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.Job description:PSG has an exciting...

Our client is a major Wealth Management Company in South Africa, they are now looking for a skilled and experienced wealth managers assistant to be based in PretoriaPURPOSE OF JOBProvide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients.KEY RELATIONSInternal clients,...

A Financial Service Provider Gauteng is currently looking for experienced and qualified Client Services Specialists for one of their Branches in Pretoria. The person will assist with the presales administration process, the product implementation administration process, and the post administration process and will report into the Client Services Hub.This...

IGrow Wealth Investments, South Africa's #1 Property Investment Company, is looking for a Rental Agent Assistant to join their team in Pretoria.To qualify for this position, you need:Matric At least 2 years of experience in administration Great administrative skills Excellent communication skills and telephone etiquetteDuties and Responsibilities: Manage...

Job description:Responsibilities: Advise clients on medical insurance options and suitability both personal families and groups Client and group visits and induction, ongoing training and presentations to clients Assist clients with queries Arrange and attend Wellness days Ensure CRM data is up to date and accurate Yearend & ad hoc client presentations...

Our client is looking for a Wealth Manager that can service existing clients, who has a full understanding of Investment products and legislative requirements relating to investments and retirements.Responsibility:1. Product KnowledgeFull understanding of Investment Products: Living unities annuities Life annuities Retirement annuities Preservation funds...

Gauteng, Tshwane (Pretoria)- (Market related)_ Our client in the Insurance Sector is seeking an Wealth Adviser to join their team in Pretoria - Gauteng.__ Position: Wealth Adviser__Industry: Insurance__Location: Pretoria, Gauteng_Minimum Requirements: Matric; Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 Credits);...

Wealth Advisory Practice & Legal Manager, Silverlakes areaUpmarket company in the Financial Services Industry providing Turnkey financial services requires the following:The Practice Manager shall be responsible for managing the practice and providing support to Financial Advisors and helping achieve overall business goals, specifically focused on Financial...

Our client a leading Asset Manager is recruiting for a Wealth International Product & Platform Specialist who will be accountable for the design, ongoing management and implementation of the company's wealth international product solutions, pricing and platform capabilities. Target market includes investors and advisers in South Africa and selected...

_ADMIN ASSISTANT, R15k, PTA EAST_Upmarket Brokerage specializing in Wealth Management and Financial Planning requires the following to join their young, dynamic team:Must be able to read, write and speak Afrikaans and English fluently. 35 Years experience in similar or financial industry RE 5 will be to your advantage. Must be able to do FNA's, ROA's and be...

Pretoria Permanent R5000 Health & Wealth Advisor_BrokerageSector: Medical/InsuranceLocation: PretoriaSalary: R 5000 (benefits: monthly fuel voucher, cell phone, laptop & commission)Purpose of job:To ensure team performance in line with set targets and compliance to membership processes for new business and the retention of existing members. To contribute...

Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...

Job description:The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs...

Desired Experience & QualificationBcom Degree in Accounting or relatedMUST speak Afrikaans and English fluentlyPackage & RemunerationR CTC pm

Minimum Requirements:2+ years working experience within the same or similar role (insurance)Must have knowledge and experience working with FAIS ActKnowledge and/or experience working with Allan Gray, Ninety-One (previously Investec Asset Managers), Old Mutual Wealth, Portfolio Metrix (Discretionary Fund Manager), Sanlam Glacier, Stanlib, InvestmentsComputer...

Consult is a registered Financial Service Provider (FSP), holding a FSB Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME's) market.Consult is a Registered...