Wealth Adviser Assistant

Designation : Wealth Adviser | Stellenbosch, Western Cape | Permanent 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: 29 Sep Reference Number : POS Closing date : 06-Oct- Position Type : Permanent...

Job description:The successful candidate will be responsible for administration & interacting with clients by managing relationships and providing client services. You will ensure new business implementation, reception duties and excellent office administrative skills.Responsibilities:·     Gather Policy information·     Compile a summary of...

**Designation**: - Wealth Adviser Assistant | Stellenbosch, Western Cape | Permanent **Category**: - Administration and Operations **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 16 May 2025 **Reference...

**Responsibilities**: - Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. - Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. - Work closely with Wealth Manager - Provide ongoing feedback to clients. - Prepare and implement investment...

Overview Mont Blanc is committed to delivering comprehensive and tailored insurance solutions to clients, with a strong emphasis on client satisfaction and innovative risk management. We are seeking a skilled and organized individual for our Stellenbosch Branch, to assist our Financial Advisors with the administration and preparation of financial planning...

**Job Title**: Administrator / Investment Support Assistant **Location**: Cape Town, South Africa **Company Overview**: Oakham Wealth Management, a UK-based investment management firm, is seeking a highly organized Administrator / Investment Support Assistant to join our remote team in. As a boutique company, this role is essential for supporting our...

Reference: 10819 CM Consultant: Christa Mostert Job Description: Gather Policy information Compile a summary of information Research product information Handle new application and quotations Handle and solve client enquiries (all existing business enquiries) Diary management for new and existing business cases Diary management for Wealth Adviser Arrange...

**Reference**:9759 CM **Consultant**:Christa Mostert - Assist and support by dealing with client queries telephonically or by written correspondence as required. - Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. - Work closely with Wealth Adviser - Provide ongoing feedback to clients. - Preparing and...

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...

A leading international corporate and trust services group is seeking a detail-driven Legal & Administrative Assistant to join their Stellenbosch team. This role supports a senior director with client onboarding, compliance, legal documentation, and day-to-day administrative and business development functions.The position offers exposure to cross-border...