Jobs 1 to 6 of 6

SENIOR WEALTH ASSISTANT
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  2 days ago
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Wealth Analyst
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  2 days ago
Sponsored Job

WEALTH MANAGER - CAPE TOWN
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  2 days ago
Sponsored Job

Business Development Manager - Wealth Mgt, Winelands
Set Consulting
Stellenbosch
Business Development Manager - Wealth Mgt, Winelands Entrepreneurial Wealth Mgt Business seeks driven, proactive and professional indiv. Pivotal role to generate business for Securities and Asset Mgt plus Wealth offerings. Use your network of IFAs and institutional investors in the Winelands region ...
Executiveplacements.com  50 days ago
Sponsored Job

SENIOR WEALTH ASSISTANT
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  2 days ago

Wealth Analyst
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  2 days ago

WEALTH MANAGER - CAPE TOWN
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  2 days ago

Business Development Manager - Wealth Mgt, Winelands
Set Consulting
Stellenbosch
Business Development Manager - Wealth Mgt, Winelands Entrepreneurial Wealth Mgt Business seeks driven, proactive and professional indiv. Pivotal role to generate business for Securities and Asset Mgt plus Wealth offerings. Use your network of IFAs and institutional investors in the Winelands region ...
Executiveplacements.com  50 days ago

WEALTH MANAGER - BELLVILLE
HR Genie
Bellville
Your: Formal Education: BComPost Graduation Diploma in Financial PlanningCFP accreditation would be advantageousRE Examinations completed Experience: 5 years in a Wealth Management roleVerbal and written communication, in English and Afrikaans, at all levels will nable you to do the following du...
Jobplacements.com  57 days ago

Wealth Analyst | Stellenbosch
The Recruitment Council
stellenbosch, Western Cape
Our client are seeking a highly motivated Wealth Analyst to join our team of financial professionals. You''ll play a pivotal role in delivering exceptional service to our high-net-worth clients. Responsibilities: Client Engagement: Build strong relationships with clients, conduct portfolio ...
Executiveplacements.com  84 days ago