2nd Assistant to Wealth Manager

Key performance areas:Documentation Processing- Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes inincome by due date etc. - Coordinate and produce annual reviews incl. reports etc.- Emails, practice management system and follow ups of any instructions incl. obtaining proof and checking...

Key performance areas: Documentation Processing - Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes in income by due date etc. - Coordinate and produce annual reviews incl. reports etc. - Emails, practice management system and follow ups of any instructions incl. obtaining proof and checking...

-Introduction 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...

Our client is on the hunt for a candidate to take on the role of the Head of Wealth Management. The successful candidate will need to offer investment support and implement the wealth management value proposition and solutions for the Financial Advisers. The role ensures alignment with internal views and promotes financial wellness and a client-centric...

Wealth Management ExpertThe Recruitment Council is seeking a highly skilled and experienced Wealth Management Expert to join our team. As a key member of our team, you will be responsible for providing expert advice and guidance on wealth management strategies and solutions.Key Responsibilities:Provide guidance on retirement planning, estate planning, tax...

Job SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team at The Recruitment Council. As a key member of our financial services team, you will be responsible for evaluating clients' financial situations and crafting customized investment plans.About the RoleThis is an exciting opportunity to work in a dynamic and fast-paced...

We are seeking a highly skilled Wealth Management Leader to join our team at The Recruitment Council. As a key member of our organization, you will play a crucial role in driving the success of our clients and building strong relationships with financial advisers.About the RoleThis is an exciting opportunity for an experienced professional to lead our wealth...

The successful candidate will be responsible for office Management and administration, interacting with clients by managing relationships and providing client services.You will ensure new business implementation, marketing plan implementation and reception dutiesGather Policy informationCompile a summary of information Research product informationHandle new...

The Wealth Management Specialist is responsible for evaluating clients' financial situations, crafting customized investment plans, and offering ongoing advice to enhance their wealth. The role involves regular portfolio reviews and strategy adjustments to meet clients' evolving needs.Key Responsibilities:Strategic Wealth Management:Conduct comprehensive...

Business Acumen: - Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group Client / Stakeholder Commitment: - Anticipates, meets and exceeds client’s needs by creating long lasting relationships that...

**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. **Role Purpose** Accountable for the...

Job DescriptionWe are seeking a highly organized and detail-oriented Wealth Management Support Associate to join our team at Express Employment Professionals Midrand.Key Responsibilities:Manage documentation processing, including income reviews, annual reviews, and emails.Coordinate and produce reports, ensuring accuracy and quality.Collaborate with...

2years Balance cashbook on QuickBooks on a daily basis Prepare creditor payments for 2nd release Import transaction templates to QuickBooks Assist with month-end journals Creditors reconciliations Staff on/off boarding Basic data capturing on VIP Payroll Filing (creditors, employees, etc.) Manage office stationery and consumables Sundry...

**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. **Role Purpose** Accountable for the...

**Introduction** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is - committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our - understanding of the retail insurance, savings, and investment markets in SA.**Role...

Join a great Team as an Optical Assistant/Receptionist/Front Line Assistant in Centurion Pretoria! Are you ready to take the next step in your career and be vital to an established private practice in Centurion? Our client is seeking a skilled and versatile individual to join their team as an Optical Assistant/Receptionist/Front Line Assistant. This exciting...

-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. Role Purpose Accurately control and...

We are looking for a strong, positive and sales orientated individual with a go getter attitude, goals orientated, target driven and the “want” to constantly challenge themselves. The individual must want to grow within a company. Full training will be provided to become a member of our family as a hair loss consultant. Minimum requirements: - 8 years...

**VACANCY | INSURE ASDVISER ASSISTANT | CENTURION, GAUTENG | PERMANENT** 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...

**Introduction** **Role Purpose** As a Service Account Manager (SAM) within our Momentum Wealth Specialised Investments Service Centre, you will be one of Momentum's brand representatives, to our top supporting Financial Advisers. The main purpose of your role will be to increase client loyalty and satisfaction through consistent, world class and legendary...