Wealth Assistant - Eastern Cape
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- Company Set Consulting - View more jobs
- LocationPort Alfred
- Job TypePermanent
Innovative Bank seeks diligent individual for their Wealth business. Key role to support Wealth / Financial Advisors. Provide efficient administration support for client liaison and engagement. Position in the Eastern Cape (Port Alfred, Bathurst area). […]
Provide support to Wealth Advisors for acquisition, retention and maintenance of client relationships.
Provide support in inter-departmental relationships.
Coordinate sales and administrative activities between the Product Providers.
Compile research, request quotes and fact sheets. […]
Update client information, investment and policy statements...
6 days ago from: jobplacements.com
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