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  10 days ago
Sponsored Job

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  10 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  10 days ago
Sponsored Job

Executive Assistant - Wealth Management
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  57 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  10 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  10 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  10 days ago

Executive Assistant - Wealth Management
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  57 days ago

Paraplanner
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  58 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  65 days ago