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Wealth Adviser Assistant | Worcester, Western Cape

Empresa confidencial (ZA)

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placeCape Town City Centre, Cape Town Region home_work现场 labelCustomer Services Jobs public聚合职位 · ZA

event发布于 2026年10月06日 · verified我们于 2026年10月21日 确认该职位仍然有效

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职位介绍

Our client is offering an 18-month development opportunity designed to launch your career in the financial world. You will work alongside established financial advisers and management while receiving world-class mentorship and coaching.

Responsibilities

Gather policy information and compile summaries. Prepare proposals and client reviews using set templates. Handle data capturing and conduct product information research. Manage new applications, quotations, and existing client enquiries. Manag…

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