Wealth Adviser Assistant

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...

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 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...

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:...

**Job description**: To provide underwriting assistance to the Advisers. The position will focus on personal and commercial lines business. **Responsibilities**: - Liaising with clients - Preparing quotations for new and existing clients - Issuing new policies, renewals, and endorsements - Building and maintaining good working relationships with clients...

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 -...

Job description:To provide underwriting assistance to the Advisers. The position will focus on personal and commercial lines business.Responsibilities: Liaising with clients Preparing quotations for new and existing clients Issuing new policies, renewals, and endorsements Building and maintaining good working relationships with clients and internal...

**Designation**: Insure Adviser Assistant|Bellville, Western Cape **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Konsult **Posted on**: 13 Mar 2023 **Reference Number**: PSG-DI-VAC0101 **Closing date**: 23 Mar...

**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...

Senior Marketing Manager: Head of Distribution (Hybrid)Location:Bellville, Cape TownJob 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 operational communications (draft in...

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...

Who are we? Sanlam internally 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...

An exciting opportunity is currently available at Belville, Cape Town in the Technical Advice Team for a Short-term Technical Specialist who will be supporting our Short-Term Insurance business.Responsibilities: Support formulation and maintenance of company policies Support the business drive to standardize advice processes and documentation Technical...

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...

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...

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...