Wealth Adviser Assistant

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 ...

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);...

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...

RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals.The main objective of this role is to assist the Wealth Planners...

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'...

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...

_Position: Wealth Adviser__Industry: Insurance__Location: Pretoria, Gauteng_Minimum Requirements: Matric; Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 Credits); Successfully completed the Class of Business exam; Successfully completed the RE5 exam; Currently registered with the Financial Sector Conduct Authority as a...

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...

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...

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...

Our client is on the hunt for an exceptional candidate to take on the role of Head of Strategic Wealth Management. Your role is to provide strategic direction in the development and delivering of Wealth management propositions across various advice-centered distribution channels within the company. The focus of the role is to provide thought leadership on...

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,...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply remote type Hybrid locations Heuwel Avenue Centurion time type Full time posted on Posted Today job requisition id R Empowering Africa's tomorrow, story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international...

Description To be a full financial services advisor by providing appropriate savings, investment, and estate planning advice, expertise, and support to high-income clients, with a focus on investments. Hey there, Future Wealth Manager! Welcome to FNB, the home of the changeables. We cater to the shapeshifters, delivering products and services that reflect...

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: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...

Job Classification Job Requisition Closing Date 01 September 202 Location Johannesburg Cluster Nedbank Wealth Wealth Management SA Business Unit Please Note: Preference will be given to applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage Self: Professional FAIS Affected FAIS Affected ...

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...

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...