Wealth 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...

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 -...

**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** - The purpose of the...

**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** - Involve assessing...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

**Introduction** - Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA 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...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

**Designation**: Wealth Adviser Assistant (ADP) | Faerie Glen, Pretoria, Gauteng **Category**: Adviser Development Programme **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 17 Sep 2024 **Reference...

Synopsis:A leading financial services company in Pretoria seeks an experienced Wealth Advisor/Assistant to join their dynamic team.Job Description: Assist Financial Planners in administrative tasks, ensuring seamless execution of client transactions and portfolio management. Conduct thorough research on insurance products, stay updated on industry trends,...

**Designation**: Wealth Adviser Assistant | Pretoria East, Gauteng **Category**: Client/Intermediary Services **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 12 Sep 2024 **Reference Number**: POS01634 **Closing...

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 etiquette **Duties...

**Responsibilities**: - Financial Planning support - Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives, and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company's...

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...

Job Summary: As an accredited Wealth Solutions Expert, you will provide pro-active, on-demand financial service and advice to clients within a specific and qualified client market, thereby assisting them to structure their wealth and ensure a secure financial future for them and their families.Duties & Responsibilities:Maintain superior service delivery to...

**Responsibilities**: - Managing the portfolios of high-net-worth clients - Providing investment advice to clients - Conducting market research to analyze financial trends and market conditions - Assisting clients with financial planning and estate planning - Maintaining relationships with clients to ensure their satisfaction and trust - Monitoring and...

We are seeking a skilled and experienced Private Wealth Advisor/Banker to join our team in Mauritius.As a Private Wealth Advisor/Banker, you will be responsible for driving business development for our products in your designated region or target market, building and maintaining relationships with high net worth individuals and institutional investors, and...

Job DetailsAbout the RoleAs a Wealth Management Specialist, you will be responsible for proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research, and sales and service fulfillment to identify additional opportunities for banking new clients and growing a portfolio of existing clients...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. -...