Wealth Investment Administrator

_**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...

**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...

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...

RE5 is required BCom / BBusSc or similar finance / wealth / investment management related qualification. Completed post graduate diploma or CFA/CFP qualification will be given preference. **Skills and experience required**: At least 2-3 years’ experience as a client wealth manager / financial advisor / planner / similar. Experience in investment...

**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 -...

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...

**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...

**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 Manage...

The focus of the role is to provide thought leadership on Wealth management and advice processes and to promote and operationalise vertical integration of the wealth management strategy, with the ultimate aim of enabling financial advisers to manage and enhance the financial wellness of their clients across all advice-centered distribution channels.Business...

Description The Role: This person will report to the Regional Investment Executive, and will be based in Gauteng, focusing on delivering the OM Wealth proposition – in its entirety – to IFAs contracted within Broker Distribution. Duties and responsibilities include: Managing a portfolio of existing independent financial advisors (IFA) practices...

Join my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business. Are you a confident individual who is able to liaise with high net worth clients? Then this role is for you!!!ResponsibilitiesProspect potential clients for the services offered by Wealth ManagersGenerate leads and refer to relevant...

Join my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business. Are you a confident individual who is able to liaise with high net worth clients? Then this role is for you!!!ResponsibilitiesProspect potential clients for the services offered by Wealth ManagersGenerate leads and refer to relevant...

**Job Classification** - Job Requisition - 128164 - Closing Date - 01 September 2023 - Location - Johannesburg - Cluster - Nedbank Wealth - Wealth Management SA Business Unit - Please Note: Preference will be given to applicants from Underrepresented Groups- Job Family- Investment Banking- Career Stream- Advisory - Leadership Pipeline- Manage Self:...

Ready to take your career to the next level with a well-established, well-known brand in the industry? You have come to the right place because IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for **Real Estate Agents**. If you are a natural networker gifted with the art of persuasion and who isn’t afraid of high...

Public Investment Corporation's job vacancy, Career and RecruitmentJob title : Records Management Administrator (12 Months Fixed Term Contract) – Pretoria jobs in GautengJob Location : Gauteng, PretoriaDeadline : May 22, 2024Quick Recommended LinksJobs by LocationJob by industries Minimum Requirements: Information Management Degree or Higher Certificate in...

**Designation**: Wealth Fiduciary Adviser | Pretoria, 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...

Public Investment Corporation’s job vacancy, Career and Recruitment Job title : Security Administration (Ref: SECADM001) jobs in Gauteng Job Location : Gauteng, Pretoria Deadline : April 15, 2024 Quick Recommended Links Jobs by Location Job by industries (Ref: SECADM001)  Requirements: A minimum of B Degree or National Diploma in Computer Science/...