Description: The successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To ...
2 years ago
... responsible for assistance to the Wealth Adviser which include office management ... Diary management for Wealth Adviser Arrange appointments between Wealth Adviser and clients ... financial services industry, focussing on wealth Proficient in both spoken and ...
2 years ago
... channels in the Life and Wealth, Personal lines and Commercial Lines ... channels in the Life and Wealth, Personal lines and Commercial Lines ...
2 years ago
... channels in the Life and Wealth, Personal lines and Commercial Lines ... channels in the Life and Wealth, Personal lines and Commercial Lines ...
2 years ago
... a team of Specialists, Senior Advisors and Advisors in an integrated portfolio * Manage ...
a year ago
... give you access to experienced advisors that will help you when ...
9 days ago