... 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 ...
4 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 ...
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 ...
8 days ago
... and presenting information. Proofreading: Project assistants can benefit from excellent written ... submitting them to clients or senior company leaders. Effective proofreading ... , and formatting issues. Project assistants often proofread reports, proposals, ...
11 days ago
... where required. Communicates with company senior managers end executives of outside ...
20 days ago
... START DATE : A.S.A.P / Immediate REQUIREMENTS: National Senior Certificate or equivalent CMS accreditation ... service environment RE5 and / or Wealth Management qualification NQF level 5 (advantageous ...
20 days ago