Jobs 1 to 8 of 8
Gap Consulting
Capetown
Minimum Requirements:Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services IndustryBcom | Relevant Tertiary Education requiredCertified Financial Planner | CFPRE 5 CompletedProficient in CRM Systems ...
Jobplacements.com 5 days ago
Sponsored Job
Frogg Recruitment SA
claremont, Western Cape
Wealth Management Assistant Claremont, Cape Town
Our client a Wealth Management company is looking for a Wealth Management Assistant provides administrative support to a Wealth Manager in all aspects of their portfolio.
S...
Executiveplacements.com 10 days ago
Sponsored Job
H&S Labour Brokers
Capetown
Key Responsibilities:Relationship Management: Support the Senior Client Relationship Manager as the primary point of contact for brokers, providing continuous support and addressing inquiries, ensuring brokers can successfully market policies....
Jobplacements.com 11 days ago
Sponsored Job
Conova Recruitment
Capetown
Key Responsibilities:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client specific queries and implementation of instruc...
Jobplacements.com 17 days ago
Sponsored Job
Gap Consulting
Capetown
Minimum Requirements:Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services IndustryBcom | Relevant Tertiary Education requiredCertified Financial Planner | CFPRE 5 CompletedProficient in CRM Systems ...
Jobplacements.com 5 days ago
Frogg Recruitment SA
claremont, Western Cape
Wealth Management Assistant Claremont, Cape Town
Our client a Wealth Management company is looking for a Wealth Management Assistant provides administrative support to a Wealth Manager in all aspects of their portfolio.
S...
Executiveplacements.com 10 days ago
H&S Labour Brokers
Capetown
Key Responsibilities:Relationship Management: Support the Senior Client Relationship Manager as the primary point of contact for brokers, providing continuous support and addressing inquiries, ensuring brokers can successfully market policies....
Jobplacements.com 11 days ago
Conova Recruitment
Capetown
Key Responsibilities:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client specific queries and implementation of instruc...
Jobplacements.com 17 days ago
Dante Personnel
Southern Suburbs
Minimum requirements: Provide strong administrative support to the Wealth ManagerFinancial Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous, and FICA Commerce o...
Executiveplacements.com 17 days ago
Ideal Candidates
CapeTown
About:
A multi-jurisdictional provider of Private Placement Life Insurance (PPLI) solutions, offering sophisticated, Wealth planning strategies for ultra-high-net-worth individuals (UHNWIs) worldwide. As a direct insurer, th...
Jobplacements.com 20 days ago
Ideal Candidates
CapeTown
Overview
Seeking an experienced, highly motivated, proactive and articulate individual to join a growing team. As intermediary between the broker network and the operations team, the Client Relationship Manager will manage the ongoing interacti...
Executiveplacements.com 25 days ago
Set Consulting
Cape Town
Business Development Manager - Asset Mgt & Securities, Cape Town
Growing Wealth Mgt business seeks self-motivated indiv. Pivotal role drive and implement Sales strategy to generate business for Securities and Asset Mgt solutions. Identify new business opportunities and leveraging existing ...
Executiveplacements.com 29 days ago
