Jobs 1 to 10 of 11
iStaff Recruitment
Somerset West
Minimum Requirements:1. Suitable Degree2. FAIS compliant3. Experience with Bloomberg and Iress4. Analytically minded5. A...
Executiveplacements.com 11 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 12 days ago
Sponsored Job
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 12 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 12 days ago
Sponsored Job
iStaff Recruitment
Somerset West
Minimum Requirements:1. Suitable Degree2. FAIS compliant3. Experience with Bloomberg and Iress4. Analytically minded5. A...
Executiveplacements.com 11 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 12 days ago
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 12 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 12 days ago
Network Recruitment
Stellenbosch
Are you an experienced Wealth professional with a knack for building strong client relationships and a deep understanding of financial planning? We are looking for a skilled Wealth Advisor to join our team, offering high-net-worth clients exceptional Wealth and estate planning services. If you're re...
Jobplacements.com 13 days ago
The Recruitment Council
stellenbosch, Western Cape
Job Description: Paraplanner
Role Overview:
Assists and supports Wealth Advisers by addressing client queries via telephone and written correspondence.
Manages incoming calls efficiently, ensuring timely responses to all client inquiries.
Key Responsibilities:
Collaborates cl...
Jobplacements.com 19 days ago
The Recruitment Council
Stellenbosch, Western Cape
Our client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive Wealth planning, strong client relationship management, and the ability to drive the financial planning practice within the business.Key Responsibiliti...
Jobplacements.com 52 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 53 days ago
Frank Consult
Stellenbosch
Since 1994 our client specializes in the marketing of agricultural products and has grown into one of the top agricultural trading companies in Southern Africa. They strive to add value through excellent service, specialized knowledge of the market and innovative risk management, thereby optimizing ...
Jobplacements.com 61 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 67 days ago