Jobs 1 to 10 of 14

Client Relationship Specialist - Wealth Management
Sandi Crowther Recruitment
Umhlanga
Attend to all existing Client queries and requestsHandle, maintain, and track of all leads received by the Wealth SpecialistMaintenance, reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figuresLiaison with all clien...
Executiveplacements.com  22 days ago
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Wealth Manager
Curiska
Johannesburg
Qualifications required: A degree in a finance related field such as a BCom, BusSc A Wealth management or investment management qualification recognized by the FSCA A postgraduate Diploma in Financial Planning, Economics or Investment Management or ...
Executiveplacements.com  23 days ago
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Financial Advisor
Rory Mackie & Associates
Durban
Overview: Our Client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth Clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products t...
Executiveplacements.com  25 days ago
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Retail Investments Operations Manager
Rory Mackie & Associates
Cape Town
Overview: Our Client, a global asset Manager, is seeking to appoint a Retail Operations Manager. They are looking for someone who is passionate about people and extends past call and query management to understanding and managing the Client experience. The successful candi...
Executiveplacements.com  47 days ago
Sponsored Job

Client Relationship Specialist - Wealth Management
Sandi Crowther Recruitment
Umhlanga
Attend to all existing Client queries and requestsHandle, maintain, and track of all leads received by the Wealth SpecialistMaintenance, reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figuresLiaison with all clien...
Executiveplacements.com  22 days ago

Wealth Manager
Curiska
Johannesburg
Qualifications required: A degree in a finance related field such as a BCom, BusSc A Wealth management or investment management qualification recognized by the FSCA A postgraduate Diploma in Financial Planning, Economics or Investment Management or ...
Executiveplacements.com  23 days ago

Financial Advisor
Rory Mackie & Associates
Durban
Overview: Our Client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth Clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products t...
Executiveplacements.com  25 days ago

Retail Investments Operations Manager
Rory Mackie & Associates
Cape Town
Overview: Our Client, a global asset Manager, is seeking to appoint a Retail Operations Manager. They are looking for someone who is passionate about people and extends past call and query management to understanding and managing the Client experience. The successful candi...
Executiveplacements.com  47 days ago

Wealth Manager
Curiska
Johannesburg
Qualifications required: A degree in a finance related field such as a BCom, BusSc A Wealth management or investment management qualification recognized by the FSCA A postgraduate Diploma in Financial Planning, Economics or Investment Management or ...
Executiveplacements.com  67 days ago

Paraplanner
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  71 days ago

Wealth Administrator
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  71 days ago

Wealth Manager | Kwa-Zulu Natal
The Recruitment Council
Durban
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  74 days ago

Wealth Manager | Western Cape
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  74 days ago

Salaried Wealth Manager | Cape Town
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  74 days ago