Wealth Management Administrator

**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 -...

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...

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...

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 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...

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 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 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:...

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 -...

**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...

Job description: The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs...

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,...

Job description:The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs...

Wealth Manager Administrators Location: Cape Town Northern Suburbs Start Date: ASAP Senior administrative team lead - Team management experience preferable Remuneration: - R 20 000 - R 28 000 General investment administrator - Strong insurance and investment administration skills required. Remuneration: - R15 000 - R18 000 **Requirements**: - 3 -...

Wealth Manager Administrators Location: Cape Town Northern Suburbs Start Date: ASAP Senior administrative team lead - Team management experience preferable Remuneration: - R 20 000 - R 28 000 General investment administrator - Strong insurance and investment administration skills required. Remuneration: - R15 000 - R18 000 **Requirements**: - 3 -...

Job description:PSG Konsult is a leading, financial services company seeking to employ a Codes Administrator with strong administration skills who will be responsible for obtaining and managing all broker codes. The Codes Administrator is accountable for finalising the broker codes end-to-end.Responsibilities: Maintain and update records Open, change and...

A leader in the property management industry, specialising in Sectional Title and community schemes management, seek the experience of an Accounts Administrator to effectively assist the Accounts Department with certain tasks. **Experience**: Experience in bookkeeping and dealing with credit control procedures regarding debtors, would be...

INVESTMENT MARKETING ASSISTANTOur Client is looking for a Marketing Assistant, who will assist the Wealth Planners with any administration, with the primary focus on investments and retirement funds.Responsibility:Duties include, but are not limited to:Support to Wealth Planner General Support Calendar management, chasing outstanding info Customer Service...

We seek the experience of a Portfolio Administrator to effectively assist the Portfolio Manager in looking after a portfolio of Sectional Title/Home Owners Association properties. **Qualifications**: - Sectional Title / Home Owner’s Course from a reputable institution would be advantageous **Role and duties**: - Scheduling of meetings - Drafting and...