Senior Wealth Manager - Belville R35k - R43k per month (All Inclusive)
View Job- Company Trinergy Business Solutions (Pty) Ltd - View more jobs
- SalaryR35k - R43k per month (All Inclusive)
- LocationBellville, Western Cape, South Africa
- Job TypePermanent
Responsible for compiling estate duty calculations, risk cover, and investment proposals. […]
Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards.
Conduct client reviews and ensure timely submission of review reports in alignment with company guidelines. […]
Provide ongoing financial advice to clients, in collaboration with the Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values.
Process and implement client instructions related to switches, repurchases, maturities...
21 days ago from: pnet.co.za
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