Responsibilities: Prepare and collate new client onboarding documentation Oversee the management and updating... up to date with products Compile proposal documents based on the Wealth Manager instruction Compile a financial needs...
Key Responsibilities: Act as a strategic partner to Wealth Managers, supporting them in managing client portfolios... preparation and management of documentation related to financial planning and client investment strategies. Proactively...
or wealth management. Proven track record of successfully growing a financial services business or distribution network. Deep...Lead the Expansion of a Premier Wealth & Investment Association in South Africa! Are you a strategic, entrepreneurial...