Cfp Jobs in Cape Town

The Recruitment Council - CapeTown

The main purpose of the Wealth Manger is to tell the 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...

from: jobplacements.com - 4 days ago

The Recruitment Council - CapeTown

To provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business. Strong financial...

from: jobplacements.com - 4 days ago

The Recruitment Council - CapeTown

Our client, a prestigious and innovative banking company, is seeking a talented Wealth Manager to join their elite team. A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment... R 750 000 - R 2 000 000 Per Annum

from: executiveplacements.com - 6 days ago

The Recruitment Council - CapeTown

The WMA should strive to be strategic partner to the wealth manager, by meticulously handling deadlines, paperwork, and operational details to enhance the overall service provided to the wealth manager...

from: jobplacements.com - 5 days ago

Ultra Personnel - Cape Town

On receipt of the clients consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the...

from: executiveplacements.com (+3 sources) - 17 days ago

Network Recruitment - Cape Town

Develop and implement business development strategies to expand our client base and increase assets under management (AUM) in unit trusts and collective investment schemes. Bachelors degree in finance...

from: executiveplacements.com (+1 source) - 24 days ago

The Recruitment Council - CapeTown

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...

from: jobplacements.com - More than 30 days ago

Network Recruitment - Cape Town

CFA (any level or all three), CFP, CIPM or equivalent investment background Client Relationship management Market Research

from: executiveplacements.com (+1 source) - More than 30 days ago

The Recruitment Council - CapeTown

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... R 900 000 - R 1 800 000 Per Annum

from: executiveplacements.com (+1 source) - More than 30 days ago

CA Financial Appointments - Cape Town

My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within...

from: jobplacements.com - More than 30 days ago