...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...
Conova Recruitment
Cape Town, Western Cape
13 days ago
...SUMMARY:
Our client based in Southern Suburbs of Cape Town, is seeking a Wealth Manager's Assistant. The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism...
Conova Recruitment
Cape Town, Western Cape
22 days ago
...within and outside of the organization.
Keep up to date with financial product information.
Interns to be placed under the supervision of the training manager at the FSCA to gain experience.
Assist in promoting the training program.
Research and articles....
HR Genie
Pretoria, Gauteng
3 days ago
...Operational Risk Manager position to support the management of wealth division in setting and executing actions managing all aspects of... ...management solutions to reduce the risk of re-occurrence.
Monitor and assist with successful closure of internal and external audit findings....
TalentCru
Sandton, Gauteng
10 days ago
The role is purely back-office:
...SUMMARY:
PORTFOLIO ADMINISTRATOR- WEALTH MANAGMENT
Utilise your certification and experience in the wealth management environment... ...MANAGMENT ENVIRONMENT
POSITION INFO:
Updating client portfolios
Assist with planning and recommendation to clients on their portfilio...
Kerry Kopp Recruitment
Pietermaritzburg, KwaZulu-Natal
15 days ago
...SUMMARY:
Wealth Manager | V&A Waterfront
POSITION INFO:
Aside from the obvious responsibility of providing sound financial advice... ...to advice and execution.
You would also be required to assist the senior advisors with the servicing of their larger and more...
The Recruitment Council
Cape Town, Western Cape
a month ago
...most popular job 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...
...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... ...the client directly. The role of the Wealth Administrator is to assist the planner with their administrative duties together with new business...
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...
...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:
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
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 growth... ...to lead to cross selling and increased AUM.
Be available to assist clients when requested.
Consistently re-evaluate the client...
The Recruitment Council
Claremont, Cape Town
a month 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
...through positive and passionate connections.Is this you?
If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You've got the admin skills with a can-do attitude and on top of...
...investments, insurance, and retirement planning, thus creating wealth and peace of mind for their clients.
Conduct detailed clients'... ...Create and protect the financial security and wealth of clients
Assist clients in achieving their financial dreams and maintain client...
Liberty
Umhlanga, KwaZulu-Natal
more than 2 months ago
...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...
The Recruitment Council
Cape Town, Western Cape
more than 2 months ago
...SUMMARY:
This leading wealth management firm is dedicated to providing personalized financial solutions to their clients. With a... ...INFO:
They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assistant will work closely...
Network Recruitment
Johannesburg, Gauteng
8 days ago
Wealth Manager - PretoriaFull job descriptionIntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness... ...on Wealth strategic initiatives to drive business growth.Assist with identifying emerging trends and opportunities in financial...
...Southern Suburbs of Cape Town, is seeking an Investment Management Assistant. The main purpose of the role is to assist in day-to-day... ...Collective Investment Schemes & perform a supporting role within the Wealth Management investment process.
POSITION INFO:
Key...
Conova Recruitment
Cape Town, Western Cape
13 days 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
...Skills Provision is searching for an Assistant Wealth Manager for a Financial Organisation in Durban, South Africa.
Salary & Benefits
R.380,000 p/a
Benefits package available
The Role
The Assistant Wealth Manager will provide complete clerical assistance...
...Kloof / Gillitts.
POSITION INFO:
The "Financial Planning Assistant" supports the Financial Planner in providing the required levels... ...and manual)
Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planner
Upload scanned...
Ultra Personnel
Kloof, Durban
23 days ago
R 20,000 per month
...SUMMARY:
A reputable Group of Companies has an open 4 months contract vacancy of an Assistant Accountant. The resource will be responsible for assisting with the full Accounting functions, to ensure that complete and accurate information is available for Reporting....
Network Contracting
Johannesburg, Gauteng
2 days ago
...will be required to train other administrative staff on company policies and best practices. Responsibilities:
Administrative assistance, such as writing and editing e-mails, drafting memos to enhance efficiency and preparing communications on the executive`s behalf...
Palesa Mbali Group
Johannesburg, Gauteng
7 days ago
...SUMMARY:
-
POSITION INFO:
Our client is looking for a Personal Assistant to start immediately.
Candidates who meet the below minimum requirements are invited to submit their application via the link provided.
Minimum requirements:
Matric
Minimum two years...
Mirna Butler Recruitment
Bloemfontein, Free State
1 day ago
...and ethics? If you answered an emphatic yes! yes! yes! to all these questions, then read on... perhaps we can make your Executive Assistant dreams come true.
POSITION INFO:
Effective Diary Management
Manage the diary of the Director
Schedule meetings...
Imizizi
Sandton, Gauteng
1 day ago
...SUMMARY:
To assist the Revenue Manager by maximizing profits across all properties within the group
POSITION INFO:
~2- 3 years in revenue assistance
~ Hospitality Diploma preferred
~ Pressured environment
~ Shift work
~ Good communication
~ Opera...
Bright Search Recruitment (Pty) Ltd
Cape Town, Western Cape
3 days ago