Jobs 1 to 10 of 17
Conova Recruitment
Capetown
Key Responsibilities:Administrative support to Wealth Manager:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client spec...
Jobplacements.com 18 days ago
Sponsored Job
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 32 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 36 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 36 days ago
Sponsored Job
Conova Recruitment
Capetown
Key Responsibilities:Administrative support to Wealth Manager:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client spec...
Jobplacements.com 18 days ago
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 32 days ago
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 36 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 36 days ago
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 39 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 39 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 39 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 39 days ago
Rory Mackie & Associates
Pretoria
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 44 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 45 days ago
