Hiring company: HR Genie
Listed by Cape Town Jobs – apply on the employer’s site.
HR Genie is recruiting a Wealth Assistant in Bellville for a well-known financial institution. The assistant supports a wealth planner or advisor with the admin and implementation side of client financial reviews and investment instructions. You would carry out client instructions on investments and insurance policies in consultation with the advisor, send the right documents to product providers, get confirmation that instructions have been actioned and confirm this to clients in writing. Servi...