Wealth Adviser Assistant

**Designation**: Wealth Fiduciary Adviser | Umhlanga, Gauteng **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Konsult **Posted on**: 05 May 2023 **Reference Number**: PSG-DW-VAC0163 **Closing date**: 30 Jun 2023 **Position...

Overview (Area:) Umhlanga (Salary:) Market Related (Ref: AG) Our client in the Financial Advisory and Wealth Management sector seeks to appoint a suitably experienced and qualified Receptionist to join their team. 3 -5 years’ experience as a receptionist in financial advisory/ wealth management firm is essential. Must have expereince in dealing with...

A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing teamKey responsibilities: Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist Attending to all existing client queries and requests timeously and...

R15 000.00 Basic + R10 000.00 KPI (per month)The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated client book.The CRO provides first class service to all clients and as such maintain and increase the Company's market share in the areas of...

Exiting opportunity exists at a fast growing and dynamic Wealth Management company based in Umhlanga. Our client is looking for an innovative and results driven Client Liaison / Administrator to assist and support their planning team. **Min requirements for this role**: - Matric - Degree in Finance adv - will consider a graduate looking for exposure -...

**Who are we?** SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our...

**Who are we?** SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our...

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...

Who are we? SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our...

Who are we? SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our...

**We Want You**: **You Bring**: - HR degree or business-related degree. - 3 years + in an HR generalist role. - In-depth knowledge of Labour Legislation (EE Act, BCEA, Labour Relations, OSH and BBBEE). - Adaptable and flexible (able to work in a fast-paced, changing environment). - Excellent written and verbal communication. - Ability to work with and...

Who are we? SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the...

**We Want You**: We are looking for a leader who is driven and able to work on large volumes of data. We need someone who will do more than just talk, we need a person that can handle any challenge. As our **Business Intelligence Team Lead**, you should possess the rare skill of being able to connect the downticks with the upticks. Being Team Lead means you...

MAIN PURPOSE OF THE ROLE The role of the Business Intelligence Analyst is to enhance and improve the top-line business understanding and decision-making processes by collecting, analysing, and reporting of data to the various business departments. DUTIES AND RESPONSIBILITIES Create written reports and/or data visualisations that business stakeholders can use...

MAIN PURPOSE OF THE ROLEThe role of the Business Intelligence Analyst is to enhance and improve the top-line business understanding and decision-making processes by collecting, analysing, and reporting of data to the various business departments.DUTIES AND RESPONSIBILITIESCreate written reports and/or data visualisations that business stakeholders can use to...