Jobs 1 to 8 of 8
HR Genie
Cape Town
PARAPLANNER – Century City, Cape Town, Western CapeR360 000 – R420 000 K Gross Per Annum Negotiable plus BenefitsOur Client, a Global Financial Services concern is seeking a dynamic Paraplanner to join their team of professionals.One would describe you as being a highly organised, ...
Jobplacements.com 4 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 14 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 14 days 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 provide c...
Executiveplacements.com 20 days ago
Sponsored Job
HR Genie
Cape Town
PARAPLANNER – Century City, Cape Town, Western CapeR360 000 – R420 000 K Gross Per Annum Negotiable plus BenefitsOur Client, a Global Financial Services concern is seeking a dynamic Paraplanner to join their team of professionals.One would describe you as being a highly organised, ...
Jobplacements.com 4 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 (read, write,...
Jobplacements.com 14 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 14 days 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 provide c...
Executiveplacements.com 20 days ago
CA Financial Appointments
Woodstock
My client is a successful Wealth Manager and is seeking a Bookkeeper to keep their financial records up to date. If you are suitably experienced and qualified, please apply today!Responsibilities:
Run bookkeeping tasks for various external clients, small businesses, corporations, and sole prop...
Jobplacements.com 54 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 61 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 62 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 69 days ago
