Jobs 1 to 5 of 5
HR Genie
Bellville
The Wealth Manager is responsible for:
Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;Support to Wealth Planners in terms of generating new business and preparing proposals for new and existing clients.
Your:
Formal Education:
BCom...
Jobplacements.com 24 hours ago
Sponsored Job
HR Genie
Bellville
Your:
Formal Education:
MatricNQF 5 & 6 would be advantageous (In Wealth Management)
Experience:
5+ years’ experience in the investment financial services industry is essential3+ Experience in the broker support environment is essential
Competencies:
Proficient in English (read, write,...
Jobplacements.com 24 hours ago
Sponsored Job
The Recruitment Council
CapeTown
Job Title: Wealth Manager (Hybrid)
Role Overview:
The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client''''''''s financial circumstances, aspirations, and family needs, aiming to provi...
Executiveplacements.com 43 days ago
Sponsored Job
The Recruitment Council
stellenbosch, Western Cape
Job Title: Wealth AnalystLocation: Stellenbosch
Job Description
The Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliver...
Jobplacements.com 44 days ago
Sponsored Job
HR Genie
Bellville
The Wealth Manager is responsible for:
Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;Support to Wealth Planners in terms of generating new business and preparing proposals for new and existing clients.
Your:
Formal Education:
BCom...
Jobplacements.com 24 hours ago
HR Genie
Bellville
Your:
Formal Education:
MatricNQF 5 & 6 would be advantageous (In Wealth Management)
Experience:
5+ years’ experience in the investment financial services industry is essential3+ Experience in the broker support environment is essential
Competencies:
Proficient in English (read, write,...
Jobplacements.com 24 hours ago
The Recruitment Council
CapeTown
Job Title: Wealth Manager (Hybrid)
Role Overview:
The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client''''''''s financial circumstances, aspirations, and family needs, aiming to provi...
Executiveplacements.com 43 days ago
The Recruitment Council
stellenbosch, Western Cape
Job Title: Wealth AnalystLocation: Stellenbosch
Job Description
The Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliver...
Jobplacements.com 44 days ago
CA Financial Appointments
Rondebosch
A client-centric investment management team sees a Wealth Manager Assistant to join their team. Lovely, stable and experienced team based in the Southern Suburbs of Cape Town.You'll be providing support, such as client liaison, ensuring internal teams are actioning investment payments or investments...
Jobplacements.com 45 days ago
