wealth management assistant jobs in Epping

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISTANT to join their team. This is an excellent opportunity for an individual that is results-driven and a Team player to grow their career within a reputable organisation. The successful candidate will provide the required and relevant professional assistance to...

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISSTANT to join their team. This is an excellent opportunity for an individual that is results-driven and a Team player to grow their career within a reputable organisation. The successful candidate will provide the required and relevant professional assistance to...

A wealth management company is looking for an experienced and proactive Senior Wealth Assistant who is fluent in English and Afrikaans to support Wealth Managers and Advisors. The successful candidate will assist with financial reviews, retirement and investment instructions, and ensure clients receive exceptional service. Responsibiltiies - Support Wealth Managers/Advisors with new and...

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'...

Apply Link: NOTE: This position is only for South Africa. Candidates outside SA please do not apply. We are seeking a dynamic and strategic Wealth Management Product Distribution Manager to lead our organization's business growth, channel development, and marketing initiatives across wealth management and investment products. The ideal candidate will bring extensive experience in financial...

EQ-FIN Bryanston - Wealth Planner Location: Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape) Type: Permanent, Full Time Published: 10 hours ago Unlimited Earning Potential: Rewards and Incentives Introduction Are you looking for a career change or a new opportunity? This is a unique and rewarding career for individuals who are prepared to work hard and commit...

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...

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...

A financial services company in Cape Town seeks a skilled Senior Wealth Assistant to support Wealth Managers. Key responsibilities include managing client interactions, processing new business, and ensuring compliance with financial regulations. Ideal candidates should possess a Matric, an NQF 6 certification, and relevant experience in the investment industry. Fluency in English and Afrikaans is...

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 focus on...

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,...

EQ-FIN Bryanston - Wealth Planner Full Training Provided (Follow a comprehensive, entrepreneurial, management as well as leadership curriculum) - Location: Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape) - Type: Permanent - Hours: Full Time - Published: 3 days ago - Unlimited Earning Potential - Rewards and Incentives - EE/AA, Non EE/AA Introduction Are you looking...

Apply Link: NOTE: This position is only for South Africa. Candidates outside SA please do not apply. We are seeking a dynamic and strategic Wealth Management Product Distribution Manager to lead our organization's business growth, channel development, and marketing initiatives across wealth management and investment products. The ideal candidate will bring extensive experience in financial...

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...

A reputable financial services firm in Bellville is seeking a highly skilled Senior Wealth Assistant. The successful candidate will provide professional support to the Wealth Manager in financial planning and client administration. Responsibilities include processing new client documentation, servicing existing clients, and ensuring compliance with financial legislation. Ideal candidates will...

Job Description To assist in proactively managing a portfolio of RMB 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. - Provide sound services and...

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISSTANT to join their team. This is an excellent opportunity for an individual that is results-driven and a Team player to grow their career within a reputable organisation. The successful candidate will provide the required and relevant professional assistance to...

Apply Link: NOTE: This position is only for South Africa. Candidates outside SA please do not apply. We are seeking a dynamic and strategic Wealth Management Product Distribution Manager to lead our organization's business growth, channel development, and marketing initiatives across wealth management and investment products. The ideal candidate will bring extensive experience in financial...

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...

An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation. The person will be responsible for managing an existing portfolio of clients. This is an ideal opportunity for someone...