wealth management assistant jobs in Epping

Job Title: Senior Wealth Assistant Location: Bellville CT Hire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our client's team at a reputable wealth management firm. The ideal candidate will possess a strong background in assisting high net worth individuals and families with complex wealth management and financial planning...

Our client, an established company within the financial sector, is seeking to hire a highly skilled and experienced Wealth Assistant to join their team. This is an excellent opportunity for an individual with strong administrative abilities to grow their career within a reputable organisation. Education and experience: - Matric - Administrative/secretarial experience is essential - 2-3 years'...

Job description:Responsibilities: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients - Prepare investment review appointments -...

Job Description To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. FNB introduction Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY- Clear understanding of investment and risk products...

Who are we?SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitablesolutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tiedadvisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision:We aspire to be the best at building...

Western Cape, Willowbridge (Bellville)- Annually Cost To Company (Market related, Negotiable) To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients...

Job Description To deliver exceptional experience and education to RMB High Nett Worth Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. We are RMB RMB is a leading African Corporate and Investment Bank (CIB). We partner our...

Description Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth & Investment Admin Assistant, to their team based in Bellville, Cape Town. The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary...

JOB DESCRIPTION- Act responsibly with work related resources in order to contribute to cost containment.- Achieve expected financial targets and uphold associated service levels.- Deliver exceptional and high quality advice that exceeds customers expectations through proactive, innovative and appropriate solutions.- Contribute to a culture of service excellence, which builds positive...

Overview About PepsiCo PepsiCo products are enjoyed by consumers more than one billion times a day in more than 200 countries and territories around the world. PepsiCo generated more than $79 billion in net revenue in 2021, driven by a complementary beverage and convenient foods portfolio that includes Lay's, Doritos, Cheetos, Gatorade, Pepsi-Cola, Mountain Dew, Quaker, and SodaStream. PepsiCo's...

Overview: Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate will have a strong background in...

Job Description, Job Purpose: To partner with the wealth manager to mainly address risk planning related needs that the tail-end clients have and to cultivate new and existing client relationships for building own book of risk insurance and investments clients. An associate is required to have client acquisition and management skills as well as holistic financial planning and product knowledge....

Job Advert Summary Job Purpose: To partner with the wealth manager to mainly address risk planning related needs that the tail-end clients have and to cultivate new and existing client relationships for building own book of clients. An associate is required to have client acquisition and management skills as well as holistic financial planning and product knowledge. The associate must be able...

Apply Here: Position Preview Job Title:Private Wealth Manager Type of Work:Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTURE What role would this job typically report into:Regional Manager JOB PURPOSE In this role, you'd be required to meet with prospects and clients, conducting...

Role & Responsibilities: - Drive business development for our products in your designated region or target market - Build and maintain relationships with HNI, UHNI, and institutional investors through your own network - Coordinate with administrative and back-office teams to smoothly onboard investors - Provide exceptional client service through sharp communication and proactive engagement -...

Western Cape, Willowbridge (Bellville)- Annually Cost To Company (Market related, Negotiable) To deliver exceptional experience and education to Private Wealth or clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles JOB DESCRIPTION-...

Are you a seasoned sales leader in the Wealth Management, Private Banking, or related fields, ready to take on a high-impact leadership role in a stunning island setting? We are seeking an exceptional individual to head up our sales and distribution efforts in Mauritius and surrounding regions. This is an incredible opportunity to drive growth, build a high-performing team, and enjoy an enviable...

Job Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. FNB introduction Welcome to FNB,...

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products...