Wealth Management Jobs in Cape Town

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

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

Careerline Recruitment - Cape Town, Western Cape, North West, Gauteng, South Africa

Oasis Crescent, a premier wealth management firm dedicated to creating lasting value for its investors, is seeking applications for the SAICA Article Clerk position. A culture of excellence focused on... Market Related

from: pnet.co.za - 6 days ago

The Recruitment Council - claremont, Western Cape

c. Ensure CDD is done on all clients based on their risk profile according to FICA and company through effective communication, proactivity, and dependability, enabling the Wealth Manager to focus on nurturing... R400 000 - R420 000

from: jobplacements.com - More than 30 days ago

Careerline Recruitment - Cape Town, Western Cape, South Africa

Accounting: Applying principles of accounting to prepare and analyse financial information, prepare financial reports including financial statements, strategic plans, budgets and financial forecasts, and... Market Related

from: pnet.co.za - 6 days ago

EQ-FIN Bryanston - Bryanston (Gauteng), Century City (Cape Town, Westville (KwaZulu Natal), Western Cape, Kwazulu Natal, Gauteng, South Africa

Meet with clients to form a customized financial outlook including budgets, expenses, income, insurance coverage, retirement planning, tax status, risk tolerance, investments and other elements to build... Unlimited Earning Potential-Rewards and Incentives

from: pnet.co.za - 6 days ago

CA Financial Appointments - Century City

The successful candidate will act as the primary relationship manager for a portfolio of individuals, trusts, and corporate entities. They will lead client engagements, oversee financial reviews, and coordinate...

from: executiveplacements.com (+1 source) - 3 days ago

The Talent Experts - Claremont, Western Cape, South Africa

Our client is a highly profitable, boutique wealth management firm in its growth phase, with over R1 billion in assets under management and plans to expand its team of Wealth Managers. You'll join a small...

from: pnet.co.za (+1 source) - 9 days ago

Cape Town, South Africa, Cape Town, South Africa

Are deadline-driven with strong organisational and time management skills Managing and maintaining accurate client tax records via our CRM system Have prior experience working in a tax administration or... From 15000 to 20000 (Ctc) - Monthly

from: pnet.co.za - 9 days ago

Dante Personnel - Rosebank

Downloading statements for quarterly reviews for clients Processing applications forms R15 000 Monthly

from: jobplacements.com - 24 days ago