... and consult with/remind the Wealth Manager/Advisor Handling of retirement claims ... Wills in consultation with the Wealth Manager/Advisor Make payments on behalf ... and enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure that ...
17 days ago
... This position is for a financial advisor managing an existing portfolio for ... Qualification Experience: ± 5 years in a Wealth Management, Paraplanner, or Financial Advisory ... Leadership & Support to Wealth Team Oversee Junior Wealth Managers to ensure adherence ...
29 days ago
... providing expert financial planning and wealth management solutions to their clients ... join our team as a Financial Advisor Assistant, in Stellenbosch. Key Responsibilities ... . - Basic knowledge of investment and wealth management products. - Proficient in MS ...
5 days ago
... building strong relationships with financial advisors. Providing clear and accessible guidance ... provide monitoring feedback to financial advisors.; Conduct branch monitoring; Review internal ...
21 days ago