Jobs 1 to 10 of 12

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  3 days ago
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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  3 days ago
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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  3 days ago
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Advisory Partner
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  4 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  3 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  3 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  3 days ago

Advisory Partner
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  4 days ago

Paraplanner
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  21 days ago

Administrative Assistant to Financial Advisor
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  22 days ago

Property Investment Strategist
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  36 days ago

FINANCIAL ADVISOR: FIXED SALARY - 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  44 days ago

Credit Analyst
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  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  58 days ago