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Senior wealth assistant jobs from the company Job placements in Kraaifontein (7 jobs)

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  • Job Placements
  • Kraaifontein
... NQF 5 & 6 would be advantageous (In Wealth Management) Experience: 5+ years experience in ... and consult with/remind the Wealth Manager/Advisor Handling of retirement ... and enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure ...
3 days ago
  • Job Placements
  • Kraaifontein
... NQF 5 & 6 would be advantageous (In Wealth Management) Experience: 5+ years experience in ... and consult with/remind the Wealth Manager/Advisor Handling of retirement ... and enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure ...
11 days ago
  • Job Placements
  • Kraaifontein
... Qualification Experience: ± 5 years in a Wealth Management, Paraplanner, or Financial Advisory ... Leadership & Support to Wealth Team Oversee Junior Wealth Managers to ensure adherence ... training needs within the Wealth Team and coordinate necessary training ...
11 days ago
  • Job Placements
  • Kraaifontein
... Qualification Experience: ± 5 years in a Wealth Management, Paraplanner, or Financial Advisory ... Leadership & Support to Wealth Team Oversee Junior Wealth Managers to ensure adherence ... training needs within the Wealth Team and coordinate necessary training ...
11 days ago
  • Job Placements
  • Kraaifontein
... Qualification Experience: ± 5 years in a Wealth Management, Paraplanner, or Financial Advisory ... Leadership & Support to Wealth Team Oversee Junior Wealth Managers to ensure adherence ... training needs within the Wealth Team and coordinate necessary training ...
21 days ago
  • Job Placements
  • Kraaifontein
... providing expert financial planning and wealth management solutions to their clients ... our team as a Financial Advisor Assistant, in Stellenbosch. Key Responsibilities: - ... - Basic knowledge of investment and wealth management products. - Proficient in MS ...
11 days ago
  • Job Placements
  • Kraaifontein
... providing expert financial planning and wealth management solutions to their clients ... our team as a Financial Advisor Assistant, in Stellenbosch. Key Responsibilities: - ... - Basic knowledge of investment and wealth management products. - Proficient in MS ...
26 days ago