A leading company in Financial Services is looking for a Snr Wealth Assistant to join their team. Your: Formal Education: Matric National Diploma in Wealth Management/Financial Planning, or related. Experience: 5+ years experience in the investment financial services industry
Our client is a well-established financial services organisation operating within the wealth management and financial planning sector. This Senior Wealth Assistant role provides comprehensive administrative and operational support to Wealth Advisors, ensuring the seamless implementation of financial planning, retirement, investment,
Our client is a well-established financial services organisation operating within the wealth management and financial planning sector. This Senior Wealth Assistant role provides comprehensive administrative and operational support to Wealth Advisors, ensuring the seamless implementation of financial planning, retirement, investment,
Senior Wealth Assistant Location: Bellville CT Hire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our clients team at a reputable wealth management firm. The ideal candidate will possess a strong background in assisting high
A leading company in Financial Services is looking for a Snr Wealth Assistant to join their team. Your: Formal Education: Matric National Diploma in Wealth Management/Financial Planning, or related. Experience: 5+ years’ experience in the investment financial services industry
Key Responsibilities: Deliver exceptional administrative and personal assistant support to the practice. Act as a key point of contact in a client-facing role, maintaining a friendly, professional manner and a smart, well-groomed appearance. Manage day-to-day financial planning
Our Wealth Management client is currently seeking an experienced Wealth Assistant / Personal Assistant to join their established practice based in Durban North. Must reside locally Ideal Candidate The ideal candidate will be a professional, polished and highly organised individual
Key Responsibilities New Business & Transaction Support Support the end-to-end new business process through Carricks internal systems. Proactively follow up on outstanding applications, transactions, and requirements to ensure timely completion. Liaise with internal teams and external
Our Wealth Management client is currently seeking an experienced Wealth Assistant / Personal Assistant to join their established practice based in Durban North. Must reside locally Ideal Candidate The ideal candidate will be a professional, polished and highly organised individual
Key Responsibilities New Business & Transaction Support Support the end-to-end new business process through Carricks internal systems. Proactively follow up on outstanding applications, transactions, and requirements to ensure timely completion. Liaise with internal teams and external
A well known and reputable financial institution is seeking to hire a Wealth Assistant in Bellville to provide the required and relevant professional assistance to the Wealth Planner or Advisor in the administration and implementation of clients financial reviews
Key Responsibilities: Deliver exceptional administrative and personal assistant support to the practice. Act as a key point of contact in a client-facing role, maintaining a friendly, professional manner and a smart, well-groomed appearance. Manage day-to-day financial planning
Salary: Market-related Key Responsibilities: Deliver exceptional administrative and personal assistant support to the practice. Act as a key point of contact in a client-facing role, maintaining a friendly, professional manner and a smart, well-groomed appearance. Manage day-to-day
A well known and reputable financial institution is seeking to hire a Wealth Assistant in Bellville to provide the required and relevant professional assistance to the Wealth Planner or Advisor in the administration and implementation of clients financial reviews
JOB DESCRIPTION | WEALTH MANAGER ASSISTANT Job summary The main objective of this role is to assist the Wealth Managers with any administration relating to the servicing of existing and prospective clients, with the primary focus on investments and
Private Wealth Manager assistant - Cape Town Duties & Responsibilities Prospect and engage potential clients through outbound calls. Qualify leads and schedule appointments for Wealth Consultants. Maintain accurate client records and complete all required administrative documentation. Support consultants with
Select how often (in days) to receive an alert: Create Alert Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than
JOB DESCRIPTION | WEALTH MANAGER ASSISTANT Job summary The main objective of this role is to assist the Wealth Managers with any administration relating to the servicing of existing and prospective clients, with the primary focus on investments and
A reputable wealth management firm in Bellville is seeking a motivated Senior Wealth Assistant to support the Wealth Manager in client relationship management and financial analysis. The ideal candidate should have an NQF 5 & 6 in Wealth Management and 3–5
Sanlam Private Wealth seeks a Wealth Manager Assistant in Sandton to deliver high‑quality client service, onboarding, servicing, and investment administration for high‑net-worth clients and corporate entities. You will ensure accurate documentation and proactive follow‑through, coordinating with Wealth Managers, Portfolio Managers