... join our team as a Financial Advisor Assistant, in Stellenbosch. Key Responsibilities ...
29 days ago
... : This position is for a financial advisor managing an existing portfolio for ...
a month ago
... Language skills for client and advisor communication (Principles of sound English ... People Proactively manage client and advisor communication and queries; Process client ... Prepare quotations on a platform; Assist advisors with model portfolio switches, mandates ...
24 days ago
... with/remind the Wealth Manager/Advisor Handling of retirement claims, mainly ... consultation with the Wealth Manager/Advisor Make payments on behalf of ... in consultation with Wealth Manager/Advisor General Administration: Ensure that client ...
24 days ago
... with/remind the Wealth Manager/Advisor Handling of retirement claims, mainly ... consultation with the Wealth Manager/Advisor Make payments on behalf of ... in consultation with Wealth Manager/Advisor General Administration: Ensure that client ...
a month ago
... , with national footprint, for a financial advisor managing an existing portfolio for ...
a month ago
... are maintained in accordance with legal requirements. Maintain confidentiality and security ...
6 days ago
... Office, and CRM/ERP systems. Legal/Contracts Knowledge (Preferred): Experience handling ...
8 days ago
... . Knowledge of the CCPs including Legal Alcohol Indication Diligent work attitude ...
8 days ago
... Office, and CRM/ERP systems. Legal/Contracts Knowledge (Preferred): Experience handling ...
17 days ago
... align with organizational goals and legal requirem
a month ago