Wealth Advisor Assistant Paarl
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Job Location:
Paarl - South Africa
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Reference: CPT000396-DvdM-1
Our client a Insurance and Investment company in Paarl is looking for a Wealth Advisor Assistant.
Our client a Insurance and Investment company in Paarl is looking for a Wealth Advisor Assistant.
Duties & Responsibilities
Requirements:
Completed BCom Degree (Preferably majoring in Information Systems Analytics and Investment Planning / Risk Management) or BCom (Economics) / NQF4 / 5 Short Term Insurance
No More than 2 Years experience in the financial services industry
Responsibilities:
To provide underwriting assistance to the Advisers.
The position will focus on personal and commercial lines business.
Please send cv qualifications references salary expectation photo to:
Completed BCom Degree (Preferably majoring in Information Systems Analytics and Investment Planning / Risk Management) or BCom (Economics) / NQF4 / 5 Short Term Insurance
No More than 2 Years experience in the financial services industry
Responsibilities:
To provide underwriting assistance to the Advisers.
The position will focus on personal and commercial lines business.
Please send cv qualifications references salary expectation photo to:
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
