Wealth Account Manager

**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. - Assist clients with completing...

Join one of the leading independent Wealth Managers in an advisory role. **Responsibilities**: - Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's - Estate planning - Retirement planning - Education planning - Make detailed recommendations taking cognisance of each client's...

**Qualifications required**: Minimum BCom degree in a finance related field RE5 and Class of Business for investments completed Supervision complete (non negotiable) **Skills and experience required**: Confident and extremely well presented as this is a client facing role At least 2 years’ experience as a Client Wealth Manager, Financial Advisor or...

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...

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 To...

Are you a dynamic and results-driven sales professional looking for a thrilling opportunity? Look no further! Wealth Masters Club is looking for exceptional Sales Associates to join our elite team in Cape Town, Somerset West, Durban, Johannesburg, and Pretoria. **Why Join Wealth Masters Club?** - Exciting Career Growth: Unlock your potential and grow your...

**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 -...

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 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...

**Responsibilities**: - Search for potential clients for services offered by Wealth Manager - Generate leads and refer to relevant advisors - Work with managers to support their business model - Contact potential clients to establish relevance of services offered - Maintain high levels of administration, complete client documents in the parameters of...

Job Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

Job ClassificationJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeTo manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy.Job Responsibilities•...

Desired Experience & QualificationBcom Degree in Accounting or relatedMUST speak Afrikaans and English fluentlyPackage & RemunerationR 15 000 CTC pm

We are looking for an Account Manager to create long-term, trusting relationships with our customers. The Account Manager’s role is to oversee a portfolio of assigned customers, develop new business from existing clients and actively seek new sales opportunities. **What does an Account Manager do?** Account management responsibilities include developing...

JOB OPPORTUNITY: AUDIT AND ACCOUNTING MANAGER Pretoria East, R30000 - R40 000 Qualifications: B Com Accounting Degree/BCom Accounting Hons Degree/CTA and completed SAICA / SAIPA Articles **Duties**: - Management Statements - Independent Reviews - Full Accounting Function - Valuations - Management Accounting - Excellent communication with clients - Tax -...

An established Accounting entity in Moreletapark, Pretoria is looking for a skilled Accountant Manager to bring value to their growing team. Duties & Responsibilities: - Day-to-day management of the finance team which consists of 5 people.- Monthly management reporting.- Preparation of financial statements.- Liaise with internal and external auditors-...

Gauteng, Tshwane (Pretoria) - R 15 000 - R 20 000 Monthly Basic Salary (Plus R4000 Fuel allowance plus Commission) An Office Automation/Telecoms company based in Pretoria is currently seeking a vibrant and energetic Accounts Manager with experience in this particular industry to manage, maintain and grow a base of clients - The Account Manager will receive...

**Key Performance Areas (KPAs)**: - Establish and oversee the Actuarial capabilities in the organisation - Provide accurate monthly and annual forecasts with appropriate well considered analysis and risk adjustments. - Identify and communicate cost efficiency opportunities - Provide industry benchmarks and recommendations. - Identify claim trends and...

Purpose:Represent the customers' best interests within the organisation to ensure customers' needs are always satisfied.To develop and manage relationships with large national accounts and to set the accounts overall strategic direction.To develop and guide the implementation of assigned accounts specific business plans; achieve account profitability...