Jobs 1 to 10 of 13
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 7 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 7 days ago
Sponsored Job
The Recruitment Council
CapeTown
Advisory PartnerEmpowering Clients Through Strategic Financial Planning and Wealth Management
The Advisory Partner role is ideal for a seasoned financial professional who excels in relationship building, strategic financial advising, and business development. This position requi...
Executiveplacements.com 8 days ago
Sponsored Job
Rory Mackie & Associates
Cape Town
Overview:
Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment Management, retirement, and estate planning, providing personalized solutions that ali...
Jobplacements.com 25 days 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 7 days ago
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 7 days ago
The Recruitment Council
CapeTown
Advisory PartnerEmpowering Clients Through Strategic Financial Planning and Wealth Management
The Advisory Partner role is ideal for a seasoned financial professional who excels in relationship building, strategic financial advising, and business development. This position requi...
Executiveplacements.com 8 days ago
Rory Mackie & Associates
Cape Town
Overview:
Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment Management, retirement, and estate planning, providing personalized solutions that ali...
Jobplacements.com 25 days ago
Rory Mackie & Associates
Cape Town
Overview:
Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment Management, retirement, and estate planning, providing personalized solutions that ali...
Jobplacements.com 26 days ago
iGrow Wealth Investments
Cape Town
We are looking for a Property Investment Strategist to join our team in Cape Town.
We are a group of companies providing investment consulting services and residential buy-to-let properties for investors. As a Group of Companies, our services include sourcing suitable investment property stock, se...
Executiveplacements.com 40 days ago
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 48 days ago
CA Financial Appointments
Tokai
My client in the Wealth Industry is seeking a suitably experienced Executive Assistant within the Wealth Space. You must have a strong understanding of Wealth Management, Financial Regulations and Business Operations to be considered for this exciting opportunity.Responsibilities:
Assist the ...
Jobplacements.com 54 days ago
CA Financial Appointments
Tokai
My client is a boutique Wealth Manager who provides personal Wealth Management and Investment Management to High-Net Worth individuals and families. If you have the requirements below, please do not hesitate to apply!Responsibilities:
Put together asset allocation reports for clientsReview and put ...
Jobplacements.com 55 days ago
CA Financial Appointments
Cape Town
An established Wealth Management company, specializing in funding and investments is seeking the expertise of a Credit Analyst to join their investment team. Responsible for analyzing unlisted businesses, preparing loan submissions and related agreements.Responsibilities:
Ensure all policies a...
Executiveplacements.com 62 days ago
