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- ...SUMMARY: - POSITION INFO: Overview: Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering...
- ...SUMMARY: The Senior Wealth Manager serves existing clients and supports Wealth Planners. POSITION INFO: We are looking for... ...proposals. Leadership & Support to Wealth Team Oversee Junior Wealth Managers to ensure adherence to supervision compliance...
- ...SUMMARY: Our client is an established Wealth Management firm that strives to provide a specialist solution to their client's individual financial needs, by offering a comprehensive range of services and expertise to manage and grow their wealth. They are seeking...
- ...SUMMARY: Junior Wealth Manager | Cape Town, Stellenbosch, Umhlanga, Bryanston POSITION INFO: Description of job responsibility/duty Wealth Management Develop and maintain strong relationships with high-net-worth clients. Understand clients'' financial...
- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area: Main Activities: 1. Administrative support to Wealth Manager a. Prepare and collate new client onboarding documentation. b. Oversee the management and updating of client CRM profile...
- ...SUMMARY: A well-established financial services group is seeking a Regional Manager to drive the growth and positioning of their International Wealth Investment proposition within the local market. This role offers the opportunity to work closely with advisors and...
- ...SUMMARY: - POSITION INFO: Job Description: Position: ~ Facilitator - INSETA Wealth Management L5 Minimum Education and/or Qualifications required: Vocational qualification - As per QCTO requirements; one [1] Subject Level higher than being Facilitated...
- ...SUMMARY: Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town Job Description Position...
- ...SUMMARY: Provide the required and relevant professional assistance to the Wealth Manager or Advisor. POSITION INFO: Our client, with a national footprint, requires someone who can fulfil the position of Senior Wealth Assistant. Your: Formal Education:...
- ...SUMMARY: An established and reputable private wealth management practice is seeking a professional and detail-oriented Wealth Advisor Assistant to provide essential administrative and client support to a team of Wealth Advisors. This role is ideal for someone with...
- ...SUMMARY: A well-established property management group is recruiting on behalf of a client for a Junior Property Manager to join their Cape Town team. POSITION INFO: Are you a people-focused organiser with a flair for property management? A well-established...
- ...SUMMARY: Montagu Area – Western Cape: Our client is looking for a Junior Hospitality Manage to join the team. POSITION INFO: MINIMUM REQUIREMENTS Minimum of 3 years’ experience in a luxury hospitality environment. Outstanding customer service and...
- ...as individuals and families is seeking an experienced Private Wealth and Inheritance Paralegal to be responsible for supporting estate... .... Acting as a first point of contact for new enquiries and managing client calls professionally. Opening and maintaining client...
- ...SUMMARY: - POSITION INFO: PURPOSE OF JOB To assist with the running of the Stonewood client properties portfolio. Managing the e-mail trails by: • Reviewing and assessing mails in terms of requirements and issues. • Attending to requirements and issues...
- ...SUMMARY: Cradock Area – EC: This pasture-based family run dairy operation seeks to add a junior manager to their team. POSITION INFO: MINIMUM REQUIREMENTS: Agricultural Diploma/Degree highly advantageous Min of 2 years previous dairy herd management...
- ...excellent client service skills? We’re looking for a dedicated Wealth Advisor Assistant to support our client in delivering seamless... ...Type: Full-Time (on-site) Key Responsibilities: Manage all aspects of new client onboarding, including documentation and...
- ...SUMMARY: Wealth Manager | Bryanston, Cape Town, Stellenbosch POSITION INFO: Technical Competencies & Behaviors Investment Strategy and Portfolio Management: Advanced knowledge of various investment strategies and the ability to design and manage diversified...
- ...paced and client-centric financial services environment? A high-performing Private Clients team in Umhlanga is on the hunt for a Wealth Manager Administrator to take full ownership of their growing investment and life administration book. This is a key support role...
- ...SUMMARY: A leading financial services company in Paarl is seeking a detail-oriented and strategic Financial Manager to oversee and manage all financial operations. The ideal candidate holds a B.Comm degree , has at least 5 years’ experience , and is proficient...
- ...SUMMARY: Junior Project Manager Job Description Neo Brokers is a dynamic and innovative company dedicated to providing B2B FinTech solution to the African continent. We are passionate about using cutting-edge technology to create solutions that drive our industry...