Jobs 1 to 8 of 8
HR Genie
Bellville
This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary.Your:
Formal Education:
BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE Qualification
Experience:
± 5 years...
Jobplacements.com 2 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 essentialStrong knowledge of Annuities | Investments | Tax Related ...
Jobplacements.com 4 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.
Salary: Market related – Office based
...
Executiveplacements.com 9 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.Sales Support: Assist the Partner Services Manager in pre...
Jobplacements.com 10 days ago
Sponsored Job
HR Genie
Bellville
This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary.Your:
Formal Education:
BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE Qualification
Experience:
± 5 years...
Jobplacements.com 2 days ago
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 essentialStrong knowledge of Annuities | Investments | Tax Related ...
Jobplacements.com 4 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.
Salary: Market related – Office based
...
Executiveplacements.com 9 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.Sales Support: Assist the Partner Services Manager in pre...
Jobplacements.com 10 days 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 and Afrikaans...
Jobplacements.com 12 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 instructions.Resolve and manage admin related queries or issues with cli...
Jobplacements.com 16 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 or financial degree Consultant: Debbie Watkyns - Dante Personn...
Executiveplacements.com 16 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, the client works closely with a well-established 3rd party broker net...
Jobplacements.com 19 days ago
