Wealth Management Jobs in Cape Town

Conova Recruitment - Cape Town

Provide professional FX intermediary services to financial advisors and their clients, addressing queries with the primary objective of seamless client experience Identify and anticipate trading, operational... 35000 Monthly

from: jobplacements.com (+1 source) - 9 days ago

Rory Mackie & Associates - Cape Town

Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as stipulated by FAIS and FICA, and ensuring that all investment and payment instructions...

from: jobplacements.com - 27 days ago

CA Financial Appointments - Cape Town

Prepare budgets and forecasts in support to the Financial Manager; provide assistance to the Financial Manager with regard to legal compliance reporting, such as SARB and SARS (e-filing and the like) Project...

from: executiveplacements.com - More than 30 days ago

Rory Mackie & Associates - Cape Town

Minimum of 5 years’ Paraplanner experience, with specific case preparation exposure, including Record of Advice, Financial Needs Analysis, and industry compliance Assisting with analysis to support recommendations...

from: jobplacements.com - 27 days ago

The Recruitment Council - Cape Town

Design and execute investment strategies tailored to individual client needs, considering market trends, economic indicators, Collaborate with internal teams, including tax professionals, legal advisors...

from: jobplacements.com - More than 30 days ago

The Legends Agency - Cape Town

Works with the following operational areas to implement and drive continual data testing and cleaning initiatives and to drive data quality discipline in the organisation Review of the business rules,...

from: executiveplacements.com - More than 30 days ago

Rory Mackie & Associates - Cape Town

5+ to 6+ years of relevant experience in financial services, preferably with direct client and investment exposure, especially financial markets Relevant tertiary qualification such as BCom or related...

from: executiveplacements.com - More than 30 days ago

Network Recruitment - Cape Town

Manage calendars, schedule meetings, and coordinate travel arrangements 23 years of experience in investment administration or similar financial role Uphold regulatory standards in all administrative tasks... 300000 Annually

from: jobplacements.com - 30 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 - More than 30 days ago

Hire Resolve - 7493 Bellville, South Africa (+1 location)

Provide expert assistance to advisers, colleagues, and distribution teams on system-related queries. Qualification in Financial Planning (CFP) , Finance , or Wealth Management — completed or near completion... R1

from: simplify.hr (+1 source) - 10 days ago