Search Results: 344 vacancies
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POSITION INFO:
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...
...SUMMARY:
Our client, in the Investment sector, is seeking a Wealth Management: Assistant/Paraplanner. The company is based in Southern Suburbs, Cape Town, and office hours will be 08h30 - 16h30. There may be occasions when the incumbent will be required to work...
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POSITION INFO:
Wealth Advisor Assistant Paarl Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience. The purpose of the role is...
SUMMARY:
Provide training to interns as well as other internal staff and develop career paths.
POSITION INFO:
The following: Qualifications:
Post Graduate Degree in Financial Planning with CFP status.
RE5.
Experience:
Min of 5 years’ experience...
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Umhlanga. Completed RE5 and FSP licence with 2-5 years experience in high and ultra-high net wealth investment advisory and planning, financial planning, and estates planning secures Client Relationship Specialist position with bespoke concern within the...
...and recommendations:
Preferred Qualities
Excellent communication and negotiation skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
Strong ethical compass
Discipline in achieving long term financial success
Risk...
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We have Operational Risk Manager position to support the management of wealth division in setting and executing actions managing all aspects of risk within the business units of Wealth Division. This includes the identification, assessment, measurement,...
R 20,000 - 30,000 per month
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WEALTH ASSISTANT – CAPE TOWN
POSITION INFO:
JOB DESCRIPTION | WEALTH ASSISTANT – CAPE TOWN
Job summary
One of our esteemed clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position of Wealth...
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Umhlanga. Well-established Wealth Management organisation seeks in-house Client Relationship Officer with a Finance / Commerce Degree and 3-5 years working experience in the Financial Services industry to join their team of professionals.
The successful...
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Wealth Manager | KZN
POSITION INFO:
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...
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Wealth Manager | V&A Waterfront
POSITION INFO:
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...
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Salaried Wealth Manager | Cape Town
POSITION INFO:
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...
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Wealth Manager
POSITION INFO:
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...
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PORTFOLIO ADMINISTRATOR- WEALTH MANAGMENT
Utilise your certification and experience in the wealth management environment to join this busy and dedicated team. Must have at least 4 years experience in a similar role and certification.
T HIS VACACNY...
R 480,000 - 600,000 pa
...SUMMARY:
Wealth Manager | Claremont
POSITION INFO:
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...
...achieve their financial dreams, by tailoring a financial plan that covers investments, insurance, and retirement planning, thus creating wealth and peace of mind for their clients.
Conduct detailed clients' financial needs analysis and provide professional advice
Create...
...SUMMARY:
Head of Wealth and Financial Planning | Cape Town
POSITION INFO:
Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join...
...collaboration within the group. o Building a network and suitable business within the professional and retirement market o Represent Wealth Advisory investment philosophy/views to colleagues, clients and prospects in person, or by written commentaries. 2. Client service...
...We are looking for a Wealth Advisor (Private Banking) to act as an intermediary between our company and customers. You will provide our clients with financial guidance and make recommendations on how to best utilize their money.
The ideal candidate will be able to...
...Old Mutual South Africa's job vacancy, Career and Recruitment Job title : Wealth Account Manager jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : May 22, 2024 Quick Recommended Links The Role:
This person will report to the Regional Investment Executive...