... managing reminders, preparing docs for Wealth Manager to discuss with client, changes ... and smoothly resolved, keeping Wealth Manager always informed whilst strictly operating ... alt key use etc.). - Elite Wealth practice management system. - Adequate typing ...
2 days ago
Description: The Wealth Manager is responsible for: ... Experience: 5 years in a Wealth Management role Verbal and written ... & Support to Wealth Planner Assist the Wealth Planner in the ... compliance requirements; Assist the Wealth Planner in the identification ...
2 days ago
... 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 ...
2 days ago
... in a Finance-related field (NQF5: Wealth Management/BCom) - Non-Negotiable! RE5 ...
2 days ago
... in a Finance-related field (NQF5: Wealth Management/BCom) - Non-Negotiable! RE5 ...
2 days ago
... support team that enables portfolio managers to maintain excellent relationship with ... in Financial Services, preferably in Wealth Management Hard working Excellent administration ...
2 days ago