Search Results: 7,217 vacancies
...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 extended...
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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...
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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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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...
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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...
...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...
R 480,000 - 600,000 pa
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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...
The role is purely back-office:
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Head of Wealth and Financial Planning | Cape Town
POSITION INFO:
Are you a seasoned financial planning professional... ...Transactional banking
Structured Lending
Local and offshore Wealth Management
Cash Investment solutions
Long and Short-Term Insurance...
...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,... ...Planning. The associate must be able to show abilities of business management and financial planning to be able to grow their business and...
...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...
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...
...Our Client is looking for a Wealth Administrative Assistant, you will play a crucial role in supporting the efficient operation of our... ...or the planner using the designated workflow process.
# Managing email correspondence, including sending and receiving emails related...
...The Wealth Administrators role is to ensure that all work related to longterm assurance gap cover medical aid wellness programmes and... ...Workpool as follows:
# Create tasks
# Create child tasks
# Manage tasks/ Work in tasks
# Make notes on existing tasks
#...
...based in Southern Suburbs of Cape Town, is seeking an Investment Management Assistant. The main purpose of the role is to assist in day-to-... ...Investment Schemes & perform a supporting role within the Wealth Management investment process.
POSITION INFO:
Key Responsibilities...
...months.
Knowledge and Skills
Financial advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Financial planning and recommendations
Personal Attributes
Communicates effectively -...
Wealth Engineer, Constantia, Southern Suburbs. Company Name: Keptra.
Exciting opportunity! Ready to transform your financial future?
Discover a unique opportunity to become a Wealth Engineer and embark
on a journey towards lasting prosperity. Connect individuals with...
...POSITION INFO:
OVERALL PURPOSE
The role requires one to manage a book of Ultra High Nett-Worth clients and be the primary contact... ...registration plus 4 years relevant experience in the investment or wealth management space
? Previous wealth management experience in...
...on the lookout for more great people to join our team, who share our values!
Who you are:
We are looking for an Operations Manager to join our team, who will focus on managing the department along with ensuring that our fleet is running at optimal efficiency. This...
...SUMMARY:
Our client based in Gardens, Cape Town, is looking for a Property Manager with an accounts related quantification that is hard working and reliable with experience in property administration, accounts, collections and compliance. This position requires the...