Wealth Manager C

**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 -...

Wealth Manager Our client is looking for a Wealth Manager to assist the financial advisors. **Responsibilities** - Maintain relationship with clients and prepare their annual reviews - Assist clients with advice when needed - Propose portfolio amendments when needed - Review clients investments annually and when needed - Staying informed with industry...

Wealth ManagerOur client is looking for a Wealth Manager to assist the financial advisors.Responsibilities Maintain relationship with clients and prepare their annual reviews Assist clients with advice when needed Propose portfolio amendments when needed Review clients investments annually and when needed Staying informed with industry development Present...

**WEALTH MANAGER - Bellville, Western Cape** Our client is looking for a Wealth Manager that can service existing clients, who has a full understanding of Investment products and legislative requirements relating to investments and retirements. **Responsibility**: Duties include, but are not limited to: **1. Product Knowledge** Full understanding of...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...

RPO Recruitment is currently looking for a dedicated and detail-oriented Wealth Assistant to join our client's team in Bellville. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...

RPO Recruitment is currently looking for a dedicated and detail-oriented Wealth Assistant to join our client's team in Bellville. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals.The main objective of this role is to assist the Wealth Planners...

WEALTH MANAGER - Bellville, Western CapeOur client is looking for a Wealth Manager that can service existing clients, who has a full understanding of Investment products and legislative requirements relating to investments and retirements.Responsibility:Duties include, but are not limited to:1. Product KnowledgeFull understanding of Investment Products:...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the teamOur company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the teamKEY AREAS OF RESPONSIBILITY Clear understanding...

Our client is looking for a Wealth Manager that can service existing clients, who has a full understanding of Investment products and legislative requirements relating to investments and retirements. **Responsibility**: **1. Product Knowledge** Full understanding of Investment Products: - Living unities annuities - Life annuities - Retirement annuities -...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To provide tailor-made investment solutions to assist the business unit in making sound decisions to grow the investment portfolio.**experience...

About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis,...

**The Role** At Prime Reason, we believe that the collective effort of all our people is the key to the success of our business functions and ongoing engagement with our customers. Our vibrant and independent people are organized into autonomous teams on a project-by-project basis and stay close to the customers through the lifespan of the engagement, which...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised...

**Senior Marketing Manager: Head of Distribution **(Hybrid) Location**:Bellville, Cape Town** **Job description**: **Responsibilities**: **PSG Insure & Western**: - Insure adviser office marketing support (Ads conceptualise, brochureware, newsletters proof read, event guidance and support, signage, sponsorships guidance etc.) - Client and internal...

**Who are we?** - Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.- With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement...

We are looking for a Project Manager on contract in Cape Town with extensive experience in Financial Services with particular focus on Investment / Wealth Management businesses and products. 10+ years' experience in leading business-critical projects, involving large scale migrations and integrations is required.Responsibilities The Project Manager will be...

Who are we?- Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratise financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of...