... 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 ...
22 days ago
... 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 ...
30 days ago
... a proactive and detail-oriented Senior Practice Assistant to join their talented team ... , fast-paced environment. As a Senior Practice Assistant, you will support day-to ...
27 days ago
... a proactive and detail-oriented Senior Practice Assistant to join their talented team ... , fast-paced environment. As a Senior Practice Assistant, you will support day-to ...
27 days ago
... a proactive and detail-oriented Senior Practice Assistant to join their talented team ... , fast-paced environment. As a Senior Practice Assistant, you will support day-to ...
27 days ago
... a proactive and detail-oriented Senior Practice Assistant to join their talented team ... , fast-paced environment. As a Senior Practice Assistant, you will support day-to ...
30 days ago
... a proactive and detail-oriented Senior Practice Assistant to join their talented team ... , fast-paced environment. As a Senior Practice Assistant, you will support day-to ...
30 days ago
... a proactive and detail-oriented Senior Practice Assistant to join their talented team ... , fast-paced environment. As a Senior Practice Assistant, you will support day-to ...
30 days ago
... a proactive and detail-oriented Senior Practice Assistant to join their talented team ... , fast-paced environment. As a Senior Practice Assistant, you will support day-to ...
30 days ago
... policies, etc, in consultation with Wealth Manager and submission of relevant ... & FAIS legislation; Scheduling meetings for Wealth Planner and organising diary; Recording ... duties; Relief duties for Administrative Assistant/Reception/Corporate Cash Manager; Ad ...
13 days ago
... policies, etc, in consultation with Wealth Manager and submission of relevant ... & FAIS legislation; Scheduling meetings for Wealth Planner and organising diary; Recording ... duties; Relief duties for Administrative Assistant/Reception/Corporate Cash Manager; Ad ...
13 days ago
... 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 ...
30 days ago
... 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 ...
30 days ago
... ’re seeking a highly skilled Executive Assistant with strong experience in strategic ... . About the Role: The Executive Assistant will report directly to the ...
13 days ago
... Completion of Matric or National Senior Certificate essential Tertiary qualification a benefitRequirements ...
a month ago
... mentoring and supervision of the Wealth Assistant to ensure supervision and other ... of training requirements for the Wealth Assistant and provide input for the ... Appraisal Evaluation of the Wealth Assistant ; Assist the Wealth Planner in the quality ...
30 days ago
... 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 ...
27 days ago
... 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 ...
30 days ago
... / insurance industry seeks an Executive Assistant / Personal Assistant to Ecutive CEO. This ... the financial services / industry/investment/wealth management/asset management industry Salary ... of experience as an Executive Assistant to Executive or in a ...
a month ago
... an administrative/executive assistant role, ideally in financial services, wealth management, or ...
25 days ago