Wealth Management Jobs in Bellville

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Portfolio Manager Assistant  

Network Recruitment - Cape Town

You will act as a key point of contact for clients, providers, and internal teamsensuring that all new business, client queries, and administrative functions are processed efficiently, accurately, and... 330 000

from: jobplacements.com - 30 days ago

Financial Controller at UK Wealth Management Company  

ZAQ Agency - Somerset West (hybrid, 3 days in-office), Western Cape, South Africa

A UK wealth management firm is hiring a Financial Controller to join their Somerset West-based team (hybrid setup). This is a permanent role for a recently qualified or part-qualified accountant (CA /...

from: pnet.co.za - Yesterday

Paraplanner  

Hire Resolve - 7130 Somerset West, South Africa (+1 location)

A leading Wealth Management company is seeking an experienced Paraplanner with strong experience in financial planning processes, investment vehicles, and regulatory compliance to join their team in Somerset... R540 000

from: simplify.hr (+3 sources) - 21 days ago

Bookkeeper  

Hire Resolve - 8001 Cape Town, South Africa

Hire Resolve’s client, a leading Financial Services Provider (FSP) in the wealth management and insurance space, is seeking a Senior Bookkeeper to join their team in Bellville . This is a permanent position... R1

from: simplify.hr - More than 30 days ago

Banking & Investment Support Officer  

The Talent Experts - Cape Town, Western Cape, South Africa

You've got your accounting or investments degree, gained some fudn accounting experience and now you want to get stuck into the real technical support tasks that make the investment industry tick. You...

from: pnet.co.za - 2 days ago

Paraplanner - Cape Town  

Shift Pursuit Pty Ltd - Cape Town, Western Cape, South Africa

Shift Pursuit is looking for a Paraplanner to join a team of independent financial and wealth advisors based in Bellville. The company offers services such as financial planning, investments, insurance...

from: pnet.co.za - 2 days ago

SENIOR FINANCIAL ADVISOR/WEALTH MANAGER at Competent Candidates  

Competent Candidates (PTY) LTD - Bellville, Western Cape, South Africa

Provide ongoing financial advice to clients, in collaboration with the Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values. Proactively... Undisclosed

from: careerjunction.co.za - 10 days ago

Financial Advisor / Planner  

Excellent Staffing - CPT - Northern Suburbs, Cape Town North, South Africa

An exciting opportunity awaits financial advisors with South Africa's number one investment company—a chance to transform your career and make a meaningful difference in the lives of others. As part of...

from: pnet.co.za - 2 days ago

Financial Adviser (Professional Sport) R45,000 to R63,000 / month  

Latitude Resource - Cape Town, Western Cape, South Africa

The Financial Adviser's primary responsibility is to offer personalized independent financial planning and advisory services to their clients who are professional sports people. This role will also be... R45,000 to R63,000 / month

from: pnet.co.za - 2 days ago

Private Banker - Acquisitions: High Net Worth Clients -Stellenbosch  

Rory Mackie & Associates - Cape Town, Western Cape, South Africa

The banker role is within the HNW Team based in Stellenbosch. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our client's Value Proposition. An... Undisclosed

from: careerjunction.co.za - 22 days ago


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