Jobs 1 to 10 of 10
CA Financial Appointments
Cape Town
My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities:
Recording of client meeting minutes and deliverablesPreparation of financial plans and needs analysis accordin...
Jobplacements.com 49 days ago
Sponsored Job
CA Financial Appointments
Cape Town
My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. Responsibilities:
Information gathering via the Astute system for the Para-Planners and Private Wealth ManagersChase takeovers and send to providers ...
Jobplacements.com 49 days ago
Sponsored Job
The Recruitment Council
CapeTown
Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business....
Executiveplacements.com 52 days ago
Sponsored Job
The Recruitment Council
CapeTown
Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ...
Jobplacements.com 52 days ago
Sponsored Job
CA Financial Appointments
Cape Town
My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities:
Recording of client meeting minutes and deliverablesPreparation of financial plans and needs analysis accordin...
Jobplacements.com 49 days ago
CA Financial Appointments
Cape Town
My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. Responsibilities:
Information gathering via the Astute system for the Para-Planners and Private Wealth ManagersChase takeovers and send to providers ...
Jobplacements.com 49 days ago
The Recruitment Council
CapeTown
Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business....
Executiveplacements.com 52 days ago
The Recruitment Council
CapeTown
Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ...
Jobplacements.com 52 days ago
The Recruitment Council
claremont, Western Cape
Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the company’s...
Jobplacements.com 52 days ago
Rory Mackie & Associates
Cape Town
Overview:
Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Priva...
Executiveplacements.com 58 days ago
The Recruitment Council
CapeTown
Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that the Advisor proje...
Jobplacements.com 60 days ago
The Recruitment Council
CapeTown
Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business....
Jobplacements.com 71 days ago
The Recruitment Council
CapeTown
Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ...
Executiveplacements.com 80 days ago
The Recruitment Council
CapeTown
The main purpose of the Wealth Manger is to tell our story to as many ideal clients, to ensure increase in AUM as per targets, to cross sell the services of the business, to service clients according to SLA’s and to work together to increase the business AUM as per company strategy. This is...
Jobplacements.com 80 days ago
