Paraplanner/Wealth Assistant
Nedbank Private Wealth
Pietermaritzburg, Msunduzi
Posted
Job Purpose To provide essential support to the Wealth Manager and our clients, in line with the 6-step financial advice process, whilst ensuring overall contribution for growth in revenue, profitability, and market share in Wealth Management. Job Responsibilities Adopt and execute on a client centric approach in all aspects of focus and delivery. All activities linked to preparing, analysing, and reviewing the transactions in the structured lending business whilst supporting our clients and le…