Wealth Management Jobs in Cape Town

Conova Recruitment - Cape Town

Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards. Resolve and manage admin related queries or issues with clients directly... 30000 Monthly

from: jobplacements.com (+2 sources) - 9 days ago

PartnerUp (Pty) Ltd - Cape Town

o Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of o Monitoring the submission of intermediary appointment notes to ensure clients successfully o...

from: jobplacements.com - 10 days ago

Flink Recruitment - Cape Town

Build and manage a portfolio of clients, offering personalized financial advice and solutions. Supportive Culture: Work with a team of experienced professionals in a high-performance environment 23 Years...

from: executiveplacements.com - 14 days ago

WatersEdge Solutions - Cape Town

This is an exciting opportunity for someone with a background in wealth or portfolio management, who thrives in a fast-paced, client-driven environment and enjoys shaping funding strategies aligned with...

from: executiveplacements.com - More than 30 days ago

Hire Resolve - 7493 Bellville, South Africa

Support applications for Whole Life Cover, Keyman Insurance, and Buy and Sell Insurance Address and resolve client complaints and enquiries alongside Wealth Manager/Advisor Build and nurture client relationships... R480 000

from: simplify.hr (+1 source) - 3 days ago

Rory Mackie & Associates - Cape Town

• Providing timely feedback within a compliance context on investment reviews, client remediation and client debtors book, and maintain meticulous client records • Initiating, facilitating & completing...

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

Nedbank - Cape Town, ZA

Source new international investment business to grow assets under management, both from own direct clients and to assist the broader Region in meeting their International Growth Targets. Analyse current...

from: Nedbank - 8 days ago

Structured wealth solutions - cape town, Western Cape

Must be located and living in Cape Town - Western Cape (DO NOT apply if you are not residing in Cape Town) Other relevant qualifications e.g. advisor /consultant Benefits:

from: jobslin.com - 21 days ago

Structured wealth solutions - cape town, Western Cape

Must be located and living in Cape Town - Western Cape (DO NOT apply if you are not residing in Cape Town) Other relevant qualifications e.g. advisor /consultant Benefits:

from: jobslin.com - 21 days ago

Hire Resolve - 8000 Bellville, South Africa

- Support the Wealth Manager in all aspects of client relationship management, including new client onboarding, account maintenance, and ongoing client communication. - Coordinate with internal and external... R450 000

from: simplify.hr - More than 30 days ago