Wealth Management Jobs in Cape Town

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Portfolio Manager Assistant  

Network Recruitment - Cape Town

Provide comprehensive administrative support to the Portfolio Manager and Private Client Team. Liaise with service providers to ensure smooth onboarding and account setup. Uphold high levels of service... 330 000

from: jobplacements.com - 30 days ago

Paraplanner  

Hire Resolve - 7130 Somerset West, South Africa

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise. Assist... R540 000

from: simplify.hr (+2 sources) - 21 days ago

Bookkeeper  

Hire Resolve - 8001 Cape Town, South Africa

Maintain relationships with suppliers and follow up on outstanding issues Report on daily cash and bank balances and coordinate payment processes Prepare cash books, bank reconciliations, and supplier... R1

from: simplify.hr - More than 30 days ago

Banking & Investment Support Officer  

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

You'll be joining a leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory services for high-net-worth individuals and families. With a global presence...

from: pnet.co.za - 2 days ago

Paraplanner - Cape Town  

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

Help prepare financial plans, risk reviews, and recommendations for clients. Keep client records up to date and make sure they meet compliance rules. Provide support in identifying the right cover for...

from: pnet.co.za - 2 days ago

Senior Legal Specialist (Financial Planning)  

Yazoo Recruitment - Bellville, Western Cape (+1 location)

Regularly engage with the Public Policy and Regulatory Affairs (PPARA) team to understand the impact of regulatory changes identified by PPARA on Distribution and determine, assess and furnish proposals...

from: compujobs.co.za (+1 source) - 15 days ago

Financial Advisor / Planner  

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

IGrow Wealth Investments Group of Companies, proudly positioned as South Africa's #1 Investment company, is seeking Financial Advisors/Planners to join their team in Durbanville , Cape Town . Track record...

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

Client Relationship Management: Building and maintaining long-term relationships with clients, often requiring travel to meet professional players and athletes at training facilities, homes, or other locations... R45,000 to R63,000 / month

from: pnet.co.za - 2 days ago

Wealth Management Associate  

The Recruitment Council - Claremont

Wealth Management Associate Support a Senior Director at a Leading Financial Services Firm | Cape Town Relevant BComm or BBusSci degree (postgraduate financial planning advantageous) Prepare client onboarding...

from: jobplacements.com - More than 30 days ago

Assistant Wealth Manager R20 000  

Belmar Personnel - Bloubergstrand, Western Cape, South Africa

Manage and process policy applications, quotations, and investment reviews. Proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook, Teams, SharePoint) Ensure strict legislative compliance (FAIS... R20 000

from: pnet.co.za - 2 days ago


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