Jobs 1 to 9 of 9
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
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
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
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
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
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 50 days ago
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 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
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
