Wealth Management Jobs in Bedfordview

Dante Personnel - Bedfordview (+1 location)

Excellent command of Microsoft Excel or related software Previous Book not a requirement

from: jobplacements.com (+1 source) - 18 days ago

The Recruitment Council - bedfordview, Gauteng

Conduct research, prepare financial plans and reports, and assist with portfolio reviews Wealth Management or similar qualification (minimum 120 credits, NQF Level 8) Experience with high-net-worth individuals...

from: jobplacements.com - More than 30 days ago

SDC Group (Pty) Ltd - Johannesburg

ODETDP (Occupationally Directed Education Training Development Practices) qualification or equivalent will be an advantage Understand principles of Education, Training and Development Ability to present...

from: executiveplacements.com - 3 days ago

Network Recruitment - Johannesburg (+1 location)

Develop and implement strategies to grow international investment usage across existing and underpenetrated markets. 58 years of experience within the financial services industry, with a focus on investments...

from: jobplacements.com (+2 sources) - 5 days ago

The Recruitment Council - bryanston, Gauteng

Financial Planning: Expertise in comprehensive financial planning, encompassing retirement planning, estate planning, tax Understand clients' financial goals, risk tolerance, and preferences to provide...

from: jobplacements.com - 14 days ago

The Recruitment Council - bryanston, Gauteng

A dynamic, high-performance financial services group is on the hunt for a Financial Manager to join their ambitious and fast-growing team in Cape Town. Coordinate tax submissions, SARB compliance, company... R800 000 Per Annum

from: executiveplacements.com - More than 30 days ago

The Recruitment Council - Johannesburg

Provide tailored financial advice to high-net-worth individuals (HNWIs) using a holistic approach across investment, insurance, fiduciary, and lending solutions. Identify and refer opportunities across...

from: jobplacements.com - 27 days ago

Curiska - Johannesburg

Handle and process client report requests (e.g., portfolio valuations, income and expenses, tax packs). Minimum of 2 years’ experience in financial services , preferably in wealth management or investment...

from: jobplacements.com - More than 30 days ago

FROGG Recruitment - Sandton, Gauteng, South Africa

Proficiency in MS Office (Excel, Word, Outlook) and CRM / policy admin systems (e.g. Astute, Elite Wealth or similar CRM system). General Administration: Liaise with advisors, product providers and clients... Market-related + commission on new business

from: pnet.co.za - 4 days ago

The Recruitment Council - Johannesburg

This is an incredible chance to start your career with a firm that offers both professional development and exposure to the financial industrys most elite clients. If you're looking for a challenging and... R360 000 Per Annum

from: jobplacements.com - More than 30 days ago