Jobs 1 to 10 of 10

SENIOR WEALTH MANAGER
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  5 days ago
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Wealth Manager
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  7 days ago
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Wealth Management Assistant
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  12 days ago
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Jnr Client Relationship Manager
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  13 days ago
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SENIOR WEALTH MANAGER
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  5 days ago

Wealth Manager
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  7 days ago

Wealth Management Assistant
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  12 days ago

Jnr Client Relationship Manager
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  13 days ago

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 and Afrikaans...
Jobplacements.com  15 days ago

Wealth Management Associate
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  19 days ago

Wealth Management Associate
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  19 days ago

Junior Client Relationship Manager ( Private Wealth Planning), Cape Town
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  22 days ago

Salaried Wealth Manager
Fouche & Co Recruitment
Johannesburg
The role necessitates experienced advisors/planners to deliver professional advice to a well-established clientele and membership base. You will engage with both new and existing clients provided by the company, presenting an exciting opportunity to offer your expert financial guidance and ensure so...
Executiveplacements.com  47 days ago

Financial Advisor
Rad Resources
Centurion
�?? Uncapped commission – high earning potential�?? Comprehensive training & ongoing support�?? Growth opportunities in a thriving business�?? Dynamic and supportive team environment�??� Requirements:�?? Experience as a Financial Advisor / Wealth Manager�?? RE5 Certification (Essential)�??...
Jobplacements.com  50 days ago