Jobs 1 to 10 of 10
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
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 3 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 3 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 9 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 3 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 3 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 3 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 9 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 43 days ago
Set Consulting
Stellenbosch
Business Development Manager - Wealth Mgt, Winelands
Entrepreneurial Wealth Mgt Business seeks driven, proactive and professional indiv. Pivotal role to generate business for Securities and Asset Mgt plus Wealth offerings. Use your network of IFAs and institutional investors in the Winelands region ...
Executiveplacements.com 51 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 58 days ago
Set Consulting
Cape Town
Wealth Management Associate (WMA)
R25k - R30k
Cape Town
Exciting career opportunity for a Wealth Management Associate with a prominent financial services company in Cape Town. In this role, you will report to the Wealth Manager and provide administrative support while serving as a strategic partner...
Executiveplacements.com 80 days ago
The Recruitment Council
stellenbosch, Western Cape
Our client are seeking a highly motivated Wealth Analyst to join our team of financial professionals. You''ll play a pivotal role in delivering exceptional service to our high-net-worth clients.
Responsibilities:
Client Engagement: Build strong relationships with clients, conduct portfolio ...
Executiveplacements.com 85 days ago
HR Genie
Cape Town
SENIOR PARAPLANNER – Century City, Cape Town, Western CapeR400 – R500K 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, hands-on...
Jobplacements.com 85 days ago
