Wealth Adviser 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...

**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...

**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...

**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...

**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 -...

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...

**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** - 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...

RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. 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...

**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 SummaryWe are seeking a highly skilled Wealth Manager to join our team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services advice to high-income clients, focusing on investments and estate planning.Key ResponsibilitiesFormulate proposals for cash management, risk needs, investment planning, and...

Job SummaryWe are seeking a skilled Private Wealth Advisor to join our team at FirstRand Bank Limited. As a Private Wealth Advisor, you will be responsible for delivering exceptional experience and education to our Private Wealth clients on wealth creation, accumulation, and protection tactics.Key ResponsibilitiesIdentify and advise on fiduciary...

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 -...

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. - Identify Local and Offshore fiduciary opportunities and...

About the RoleWe are seeking a highly skilled Wealth Manager to join our Private Banking and Advisory Team. As a Wealth Manager, you will be responsible for providing expert financial services advice to high-income clients, with a focus on investments.Key ResponsibilitiesFormulate proposals in cash management, risk needs, investment planning, estate...

Job SummaryWe are seeking a highly skilled Wealth Manager to join our team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services advice to high-income clients, with a focus on investments.Key ResponsibilitiesFormulate proposals in cash management, risk needs, investment planning, estate planning, or...

Job SummaryWe are seeking a highly skilled Wealth Manager to join our team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services advice to high-income clients, with a focus on investments.Key ResponsibilitiesFormulate proposals in cash management, risk needs, investment planning, estate planning, or...

Job SummaryWe are seeking a highly skilled Wealth Manager to join our team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services advice to high net worth clients, with a focus on investments.Key ResponsibilitiesFormulate proposals in cash management, risk needs, investment planning, estate planning,...

Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Identify Local and Offshore fiduciary opportunities and...