... RE Examinations completed Experience: 5 years in a Wealth Management role Verbal ... ; Leadership & Support to Wealth Planner Assist the Wealth Planner in the mentoring and ... compliance requirements; Assist the Wealth Planner in the identification of training ...
14 days ago
... CFP Accreditation RE Qualification Experience: ± 5 years in a Wealth Management, Paraplanner, or ... clients, in collaboration with the Wealth Planners, on portfolio matters such ... & Support to Wealth Team Oversee Junior Wealth Managers to ensure adherence ...
22 days ago
... (advantageous) together with 3-5 years related experience in a compliance function in the ...
14 days ago
... & 6 would be advantageous (In Wealth Management) Experience: 5+ years experience in the investment financial ... services industry is essential 3+ Experience in the broker support ... enquiries in consultation with Wealth Manager/Advisor General Administration: ...
10 days ago
... 15-20 years of relevant experience in financial services, with a strong ... and driving significant revenue growth. Experience in strategic recruitment, talent management ... in planning or Certified Financial Planner (CFP) (advantageous). Regulatory Exam 1 (RE ...
14 days ago
... Targets. Structured weekly call planner and call reporting detailing progress ... strong sales and account management experience (preferably in a service industry), ... particularly in MS Excel. - SAP Experience advantageous - Understanding of general business ...
2 months ago