Client Experience Manager Jobs in Claremont

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Senior Paraplanner  

The Recruitment Council - claremont, Western Cape

3-5 years experience as a paraplanner within wealth management, preparing detailed and complex proposals and financial needs analysis for clients. Prepare Goals Based Wealth Management proposals and reports...

from: jobplacements.com - More than 30 days ago

Para Planner | Claremont  

The Recruitment Council - Claremont, Western Cape (+1 location)

3-5 years experience as a paraplanner within wealth management, preparing detailed and complex proposals and financial needs analysis for clients. Prepare Goals Based Wealth Management proposals and reports... R 480 000 - R 600 000 Per Annum

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

Client Services Manager  

The Recruiters - CapeTown

Our client is an international group offering a full suite of financial and investment solutions. Our financial recruitment desk currently has a vacancy for a Client Services Manager. Values: Innovation... R57 000 / month maximum

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

Portfolio Assistant  

Network Recruitment - Cape Town City Centre, Cape Town Region, ZA

They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. This role offers an exciting opportunity to gain valuable experience in the wealth management industry and...

from: adzuna.co.za (+2 sources) - 2 days ago

Paraplanner  

Headhunters - Cape Town

As part of financial planning process: Cash flow and performance calculations and projections; Pre-retirement planning calculations; Attendance and note taking in client meetings with planners; Accurately...

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

Investment Client Onboarding Manager  

Rory Mackie & Associates - Cape Town

Co-ordinate the take-on process for institutional segregated and pooled fund investors by liaising internally with teams such as Legal, Compliance, Investment Operations, Client Operations, Finance, Fund...

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

Cash Flow Analyst – Investment Management (12-month FTC) Newly Qualified CA(SA)  

Rory Mackie & Associates - Cape Town City Centre, Cape Town Region, ZA

Responsibilities: Ensure prompt and accurate cash flow and transaction management of client flow instructions Ensure effective query management and resolution Ensure daily control procedures and deadlines...

from: adzuna.co.za (+3 sources) - 2 days ago

Bookkeeper  

CA Financial Appointments - Cape Town City Centre, Cape Town Region, ZA

If you have 2 years experience with an Accounting Diploma, this might be the role for you Responsibilities: Daily capturing on MDA property manager Full Debtors function Full Creditors function Collection... Market related

from: adzuna.co.za (+2 sources) - 3 days ago

Investment Management Assistant  

Conova Recruitment - Cape Town

Prepare Fund & Capital Market information for investment meetings. Monitor Fund risk and construction constraints. Contribute towards meetings with external Fund Managers. Working knowledge of Regulatory... 20000 Monthly

from: jobplacements.com - 8 days ago

Finance Manager  

Network Recruitment - Cape Town City Centre, Cape Town Region, ZA

Education: CA(SA) 2 to 3 years post articles experience Job Experience & Skills Required: Budgets Forecasts Management accounting IFRS Financial reporting Financial Analysis VAT Tax APPLY NOW 1000000

from: adzuna.co.za (+1 source) - 7 days ago


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