Jobs 1 to 4 of 4
The Recruitment Council
Johannesburg
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 provide c...
Executiveplacements.com 25 days ago
Sponsored Job
Network Recruitment
Centurion
Job & Company Description:A leading South African financial services provider offers a range of investment solutions designed for individuals, businesses, and institutions. These include discretionary and retirement investments, customised portfolios, and multi-Manager options. The organisation ...
Jobplacements.com 25 days ago
Sponsored Job
Express Employment Professionals Midrand
Centurion
Key performance areas:Documentation Processing- Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes inincome by due date etc. - Coordinate and produce annual reviews incl. reports etc.- Emails, practice management system and follow ups of any ins...
Jobplacements.com 30 days ago
Sponsored Job
CA Financial Appointments
Sandton
My client is a leading Wealth Manager in South Africa and is seeking a Senior Paraplanner to join their team in Sandton. Do you have a BCom / CFP, with relevant experience in the Wealth Space, this might be just what you are looking for!Responsibilities:
Formulate effective financial plan documents...
Jobplacements.com 31 days ago
Sponsored Job
The Recruitment Council
Johannesburg
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 provide c...
Executiveplacements.com 25 days ago
Network Recruitment
Centurion
Job & Company Description:A leading South African financial services provider offers a range of investment solutions designed for individuals, businesses, and institutions. These include discretionary and retirement investments, customised portfolios, and multi-Manager options. The organisation ...
Jobplacements.com 25 days ago
Express Employment Professionals Midrand
Centurion
Key performance areas:Documentation Processing- Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes inincome by due date etc. - Coordinate and produce annual reviews incl. reports etc.- Emails, practice management system and follow ups of any ins...
Jobplacements.com 30 days ago
CA Financial Appointments
Sandton
My client is a leading Wealth Manager in South Africa and is seeking a Senior Paraplanner to join their team in Sandton. Do you have a BCom / CFP, with relevant experience in the Wealth Space, this might be just what you are looking for!Responsibilities:
Formulate effective financial plan documents...
Jobplacements.com 31 days ago
