Executive Assistant Wealth

My client in the Wealth Industry is seeking a suitably experienced Executive Assistant within the Wealth Space. You must have a strong understanding of Wealth Management, Financial Regulations and Business Operations to be considered for this exciting opportunity.Responsibilities: Assist the Wealth Manager/CEO, efficiently and effectively manage their diary...

Executive Assistant - Wealth ManagementCA Financial Appointments is seeking a highly experienced Executive Assistant to support our Wealth Management team. The ideal candidate will have a strong understanding of wealth management, financial regulations, and business operations.Key Responsibilities:Manage the diary and needs of the Wealth Manager/CEO,...

A Private Wealth Manager will meet with prospects and clients, conducting a detailed financial analysis in order to determine opportunity for clients with regards to onshore and offshore personal wealth portfolios, retirement planning, insurance, education planning and estate planning. They will make detailed recommendations in respect of aforesaid...

Are you a seasoned sales leader in the Wealth Management, Private Banking, or related fields, ready to take on a high-impact leadership role in a stunning island setting? We are seeking an exceptional individual to head up our sales and distribution efforts in Mauritius and surrounding regions. This is an incredible opportunity to drive growth, build a...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a Sales Consultant to join their team in Cape Town.Requirements:Grade 12At least 2 years of experience in a telesales roleMake 200 calls per dayMaintain professional telephone etiquettePositive, can-do attitudeBe professionalExperience in the property industry...

Your role as a Senior Wealth Management Assistant at HR Options will involve:Key Responsibilities:Client Support: Assist with the review of clients' Wills in consultation with the Wealth Manager/Advisor, make payments on behalf of clients through the Investec corporate saver account, and attend to client complaints and enquiries in consultation with Wealth...

**Introduction** - Through our client-facing 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.**Disclaimer** - As an applicant, please...

About FNBWe are a leading financial institution, committed to delivering exceptional service and creating value for our customers.SalaryThe estimated salary for this role is R600,000 - R900,000 per annum, depending on experience.Job DescriptionThis is an exciting opportunity for an Executive Wealth Manager to join our team. You will be responsible for...

Join my award winning client reporting into the Managing Director as an Executive Assistant if you have the relevant experience working with an Executive in the Financial Services Industry. Responsibilities: - Manage the MD's diary and travel arrangements - Manage events hosted by the MD - Arrange and set up training sessions with relevant service...

Job DescriptionCompany Overview:HR Genie is a leading provider of innovative HR solutions, empowering businesses to streamline their operations and achieve exceptional results.Salary: R250,000 - R350,000 per annum, depending on experienceJob Summary:We are seeking a highly skilled and motivated Wealth Administration Specialist to join our team. The...

Assistant Group Financial ManagerIGrow Wealth Investments, a leading property investment company in South Africa, seeks a highly skilled and experienced Assistant Group Financial Manager to join their team in Cape Town.The ideal candidate will have a strong background in financial management, accounting, and corporate finance, with a proven track record of...

CA Financial Appointments is seeking a highly experienced Senior Administrative Coordinator to support the Wealth Manager/CEO in the Wealth Space. This exciting opportunity requires a strong understanding of wealth management, financial regulations, and business operations.ResponsibilitiesExecutive Support: Efficiently and effectively manage the diary and...

South African's leading Property Investment Group, IGrow Wealth Investments, is seeking an experienced Maintenance Administrator to fill a critical role within their expanding team.Estimated salary: R150,000 - R180,000 per annumJob Overview:The successful candidate will be responsible for attending to all day-to-day maintenance tickets on the rental...

IGrow Wealth Investments, a leading property investment company in South Africa, is seeking an experienced sales professional to join their team in Cape Town.The ideal candidate will have a strong background in telesales, with a proven track record of making outbound calls and achieving targets. Key responsibilities will include prospecting for new business...

The Wealth Management Associate plays a pivotal role in delivering exceptional support to wealth managers, ensuring timely completion of deadline-driven tasks with a client-centric approach. The ideal candidate will possess a high level of attention to detail and ability to work under pressure, with a strong understanding of financial planning principles and...

Job Description:We are seeking a highly technical and analytical individual to provide specialist technical input to Wealth Managers and assist in the preparation of asset allocation reports, proposals, and financial needs analyses for clients.Key Responsibilities:Provide technical support to Wealth Managers, including performance queries and analysis using...

Wealth Manager RoleThe primary objective of the Wealth Manager is to effectively communicate the value proposition to ideal clients, thereby driving an increase in Assets Under Management (AUM) in line with targets. This involves cross-selling business services, providing exceptional client service in accordance with Service Level Agreements (SLAs), and...

We are looking for an individual that like our company, are young, dynamic, forward thinking and looking to be an industry leader. The company has created a hardworking culture with an emphasis on strong teamwork through a friendly atmosphere and environment. This position is for those looking to build a long-term career in Real Estate; the company is...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Conveyancing Attorney **to join their team in **Cape Town**. **To qualify for this position, you need**: - LLB degree - Admitted Attorney and Conveyancer - Admitted conveyancer with a minimum of 3 - 5 years’ experience practicing as a conveyancer post...

**Designation**: Wealth Adviser Assistant/Paraplanner | Stellenbosch, Western Cape **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 18 Sep 2024 **Reference...