Wealth Assistant

**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...

**Designation**: Wealth Adviser Assistant | Pretoria, Gauteng **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Konsult **Posted on**: 26 Jun 2023 **Reference Number**: PSG-DW-VAC0185 **Closing date**: 10 Jul 2023 **Position...

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...

**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 -...

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...

**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 -...

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...

_**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. - 3-5 Years experience in similar or financial industry - RE 5 will be to your advantage. - Must be able to do...

Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.Job Description:Job Description/Duties:• Assisting Financial Planners in all their administrative tasks• Research product information• Prepare financial...

Desired Experience & QualificationBcom Degree in Accounting or relatedMUST speak Afrikaans and English fluentlyPackage & RemunerationR 15 000 CTC pm

**Job Classification** - **REQ: 123202 - Refilwe Falatsi**: - **Location: Menlyn Maine Campus - Pretoria**: - **Closing Date: 23 January 2023**: - **Division: Wealth Management SA (Distribution)**: - **Employment Equity Statement: Preference will be given to individuals from the underrepresented groups.**: - **NB: This is a GRADUATE position, applicants...

Empowering Africa’s tomorrow, together one story at a time. - 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...

_**INVESTMENT ADMINISTRATOR, R30k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial qualifications...

_**INVESTMENT ADMINISTRATOR, R30k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial qualifications...

_**INVESTMENT ADMINISTRATOR, R25-**_**27**_**k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial qualifications...

IntroductionA well-established Financial advising firm, based in Pretoria is looking for an experienced Investment Administrator to join their dynamic team.Duties & ResponsibilitiesLoading of new business;Handling of client queries;Client file maintenance (Computerized database and paper file systems);Client summaries and reports –ad hoc and/ or...

IntroductionA well-established Financial advising firm, based in Pretoria is looking for an experienced Investment Administrator to join their dynamic team.Duties & ResponsibilitiesLoading of new business;Handling of client queries;Client file maintenance (Computerized database and paper file systems);Client summaries and reports –ad hoc and/ or...

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 **Job...

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 **Job...

Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to...