Jobs 1 to 10 of 12
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 24 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 42 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 42 days ago
Sponsored Job
Set Consulting
Cape Town
SQL Database Administrator
R360k per annum
Cape Town
A Medium-Sized International Financial Services firm specialising in Wealth management solutions is looking for a SQL Database Administrator to report to the IT Operation...
Executiveplacements.com 44 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 24 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 42 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 42 days ago
Set Consulting
Cape Town
SQL Database Administrator
R360k per annum
Cape Town
A Medium-Sized International Financial Services firm specialising in Wealth management solutions is looking for a SQL Database Administrator to report to the IT Operation...
Executiveplacements.com 44 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 45 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 45 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 45 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 51 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 53 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 64 days ago
