Search Results: 1,099 vacancies
...Our client based in Southern Suburbs of Cape Town, is seeking a Wealth Manager's Assistant. The main purpose of this role is to... ...financial planning environment assisting Wealth Managers and Financial Advisors with administrative tasks.
~ CFP designation advantageous
~...
...degree in a finance related field such as a BCom , BusSc
A wealth management or investment management qualification recognized by... ...2 years’ experience as a Client Wealth Manager, Financial Advisor or Planner
Experience in investment advisory and financial planning...
...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,...
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...
...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...
...SUMMARY:
Wealth Manager | V&A Waterfront
POSITION INFO:
Aside from the obvious responsibility of providing sound financial... ...the client within the organisation. It is imperative that the Advisor projects a professional, competent and caring image to the outside...
...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...
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...
...SUMMARY:
Wealth and Investment Planner
POSITION INFO:
Business Description:
Personal Finance provides clients in the entry... ...Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng / Western Cape Offices...
...are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client... ...Equivalent Essential.
~120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
~2 or more years’ experience as a...
...SUMMARY:
Financial Advisors required for Discovery
POSITION INFO:
Job Description Business Description:
Personal Finance... ...range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.
Company is...
...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...
...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...
...SUMMARY:
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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...
...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 Management -focus approach...
...SUMMARY:
Lexdan Select is assisting an Investment Management firm with their search for a Legal Advisor, based in Pretoria, Gauteng.
POSITION INFO:
Functions:
Drafting of Board and Shareholder resolutions
Drafting and vetting of legal documentation
Provide...
...SUMMARY:
A vacancy exists for a Legal Advisor to join this dynamic team in Swellendam.
POSITION INFO:
Minimum requirements:
LLB degree and admitted legal practitioner non-practising.
Knowledge of company and related legislation.
Minimum of 2 years of...
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...
...SUMMARY:
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...
...SUMMARY:
Our client in the financial industry is looking for a legal advisor to join their dynamic team.
POSITION INFO:
Minimum requirements:
LLB and admitted legal practitioner (non-practicing).
Knowledge of company and related legislation.
Minimum...