... 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 ...
9 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 ...
9 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 ... -paced environment. As a Junior Practice Assistant, you will support day-to ...
29 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 ...
21 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 ...
21 days ago
... Completion of Matric or National Senior Certificate essential Tertiary qualification a benefitRequirements ...
5 days 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 ...
13 days 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 ...
16 days 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 ...
16 days 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
... senior role focuses on monitoring and analyzing the Source of Wealth ... the legitimacy of clients' wealth and funds. Key ... Responsibilities Source of Wealth & Funds Analysis: Conduct ... high-risk cases to senior management and relevant authorities ...
13 days ago
... senior role focuses on monitoring and analyzing the Source of Wealth ... the legitimacy of clients' wealth and funds. Key ... Responsibilities Source of Wealth & Funds Analysis: Conduct ... high-risk cases to senior management and relevant authorities ...
13 days ago
... senior role focuses on monitoring and analyzing the Source of Wealth ... the legitimacy of clients' wealth and funds. Key ... Responsibilities Source of Wealth & Funds Analysis: Conduct ... high-risk cases to senior management and relevant authorities ...
30 days ago
... i.e. managing reminders, preparing docs for Wealth Manager to discuss with client ... proactively and smoothly resolved, keeping Wealth Manager always informed whilst strictly ... (alt key use etc.). - Elite Wealth practice management system. - Adequate typing ...
30 days ago
Description: Real Time Wealth, an independent financial services firm ... Financial Advisors and their assistants. Position: Financial Advisor/Assistant (Medical Aid & Gap ... Availability: Immediate As a Financial Advisor Assistant, you will support clients with ...
14 days ago
... of experience as an executive assistant, senior administrator, or similar role. A ... of experience as an executive assistant, senior administrator, or similar role. A ... of experience as an executive assistant, senior administrator, or similar role. A ...
2 days ago
... currently seeking a skilled Assistant Logistics Manager to join ... Kuruman, Northern Cape. Requirements Senior Certificate (Grade 12) ... , Northern Cape. Requirements Senior Certificate (Grade 12) ... candidates will be contacted. Senior Certificate (Grade 12) ...
27 days ago
... highly organized Executive Personal Assistant to join our team. ... the primary liaison between senior management and employees, ... role reporting directly to senior or executive management. Proficiency ... role reporting directly to senior or executive management. ...
27 days ago
... highly organized Executive Personal Assistant to join our team. ... the primary liaison between senior management and employees, ... role reporting directly to senior or executive management. Proficiency ... role reporting directly to senior or executive management. ...
27 days ago