...Our client based in Southern Suburbs of Cape Town, is seeking a Wealth Manager's Assistant. The main purpose of this role is to... ...families.
POSITION INFO:
Key Responsibilities:
Administrative support to Wealth Manager:
Prepare and collate new client onboarding...
Conova Recruitment
Cape Town, Western Cape
18 days ago
...SUMMARY:
Our client, in the Investment sector, is seeking a Wealth Management: Assistant/Paraplanner. The company is based in... ...Products, Retirement Products, Shares, Offshore investments, Administration Platforms
Internal and external liaison on administration /...
Conova Recruitment
Cape Town, Western Cape
9 days ago
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 Managers Chase takeovers and send to providers and get confirmation that it...
...SUMMARY:
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,...
TalentCru
Sandton, Gauteng
6 days ago
...SUMMARY:
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...
Kerry Kopp Recruitment
Pietermaritzburg, KwaZulu-Natal
11 days ago
...Our Client is looking for a Wealth Administrative Assistant, you will play a crucial role in supporting the efficient operation of our financial planning and investment services.
Job Title: Wealth Administrative Assistant
Location: Cape town
Salary: Market...
...The Wealth Administrators role is to ensure that all work related to longterm assurance gap cover medical aid wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator...
...SUMMARY:
Wealth Manager | V&A Waterfront
POSITION INFO:
Aside from the obvious responsibility of providing sound financial... ...will be responsible for every aspect of that client’s care, from administration and reporting to advice and execution.
You would also be...
The Recruitment Council
Cape Town, Western Cape
a month ago
R 50,000 per month
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...
HR Genie
Pretoria, Gauteng
more than 2 months ago
...SUMMARY:
-
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...
Curiska
Johannesburg, Gauteng
a month ago
R 480,000 - 600,000 pa
...SUMMARY:
Wealth Manager | Claremont
POSITION INFO:
Are you a seasoned Wealth Manager seeking new horizons and unparalleled... ...industry knowledge, working with the team of WM’s and coordinating administration of client books with the WMA.
Responsibilities:
New...
The Recruitment Council
Claremont, Cape Town
a month ago
...SUMMARY:
Wealth Manager | Cape Town
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...
The Recruitment Council
Cape Town, Western Cape
a month ago
...SUMMARY:
Wealth Manager
POSITION INFO:
The main purpose of the Wealth Manger is to tell our story to as many ideal clients... ...industry knowledge, working with the team of WM’s and coordinating administration of client book with the WMA.
Experience required Proven and...
The Recruitment Council
Cape Town, Western Cape
more than 2 months ago
...SUMMARY:
-
POSITION INFO:
Hiring: Wealth manager in Rosebank
Responsibilities:
Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's
Estate planning
Retirement planning...
Curiska
Johannesburg, Gauteng
more than 2 months ago
...SUMMARY:
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...
The Recruitment Council
Cape Town, Western Cape
more than 2 months ago
...SUMMARY:
We have a permanent role for a Wealth Manager based in Sandton. We need someone to serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus...
The Hiring House
Johannesburg, Gauteng
a month ago
...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...
Liberty
Umhlanga, KwaZulu-Natal
more than 2 months ago
...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...
The Recruitment Council
Cape Town, Western Cape
a month ago
...portals and recruitment sites to enable us to hunt for those positions.The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on investments and retirement...
R 15,000 per month
We are urgently looking for a strong Finance Administrator to join our team in a permanent capacity.
Requirements:
Must reside within the Pretoria region
Matric
Fully bilingual in Afrikaans and English
Excellent communication skills
Tertiary qualification in Business...
Conclusion Group
Pretoria, Gauteng
12 days ago
...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...
R 18,500 per month
Our company is looking for an organized and self-motivated office administrator who will be responsible for providing administrative support to our office personnel. The office administrator’s role will include working closely with our leadership team by handling clerical...
SJC projects
Johannesburg, Gauteng
12 days ago
Pretoria
Permanent
R5000
Health & Wealth Advisor_Brokerage
Sector: Medical/Insurance
Location: Pretoria
Salary: R... ...• Personal & Telephonic interaction with product providers, administration staff & clients
• Concise e-mail communication to current client...
...more, click Apply or head on over to Crayon to review the full spec and apply?
How you'll role
In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to...
For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, weve helped you dream of it, plan for it, deal with it. Weve been in it with you. All of it....
The role is purely back-office:
Gauteng
Wealth Advisors (Insurance)
Duties and Responsibilities
On-Site Resource:
• Prospecting and closing of new business.
• Maintaining of existing business
• To have a holistic approach to financial advice
• Establishing and defining a professional...
Vision Marketing is In search for a junior HR Administrator. we are a Sales and Marketing company located in Johannesburg , Rand looking to expand. Marketing Vision is a prominent outsourced sales and marketing establishment that specializes in consumer acquisition and...
Vision Marketing
Randburg, Gauteng
10 days ago
Job Title: Wealth Adviser Assistant
Location: Pretoria
Salary: Competitive
The Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational...
...the profits of PPS Investments.Job Purpose:
To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must...