Wealth Management Jobs in City of Cape Town

CA Financial Appointments - Century City

A leading professional services firm is seeking a skilled and client-focused Manager - Private Clients to oversee a diverse portfolio of private and family wealth structures. This role is ideal for a qualified...

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

The Recruitment Council - Claremont

A prestigious wealth management firm in Cape Town is seeking a skilled Wealth Management Associate to support a senior Director in delivering high-quality service to high-net-worth clients. The ideal candidate...

from: jobplacements.com - More than 30 days ago

The Recruitment Council - claremont, Western Cape

b. Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly The main purpose of this role is to deliver exceptional support to a Wealth Manager, effectively managing... R400 000 - R420 000

from: jobplacements.com - More than 30 days ago

CA Financial Appointments - Cape Town

My client is seeking a Financial Reporting Specialist to join their finance team. The successful candidate will work closely with senior leadership, including directors, and collaborate with team members...

from: executiveplacements.com - More than 30 days ago

HR Genie - Bellville

Provide ongoing financial advice to clients, in collaboration with the Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values. Proactively...

from: jobplacements.com (+1 source) - 8 days ago

Conova Recruitment - Cape Town

Act as an intermediary between clients and trading desks, resolving trading and operational issues quickly and efficiently. Establish nature of the transaction to ensure the trade is permissible in terms... 35000 Monthly

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

The Recruitment Council - claremont, Western Cape

2. Process Optimisation a. Analyse existing financial reporting processes and identify opportunities for automation. 5. Project Management a. Lead and manage reporting-related projects with strong organizational... R50 000 -R60 000

from: executiveplacements.com - More than 30 days ago

HR Genie - Bellville

Our client, with a national footprint, requires someone who can fulfil the position of Senior Wealth Assistant. Your: Assist with the review of clients Wills in consultation with the Wealth Manager/Advisor...

from: jobplacements.com - 10 days ago

Dante Personnel - Rosebank

Adding movements from the statement to the quarterly system and preparing the review systems Minimum requirements: R15 000 Monthly

from: jobplacements.com - 24 days ago

The Legends Agency - Cape Town

This role is accountable for the design and execution of data quality controls and tax reporting accuracy across in-house platforms (LISP and PWP) and outsourced platforms (e.g., Peresec). The primary...

from: executiveplacements.com - More than 30 days ago