Wealth Management Jobs in Claremont

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 - 10 days ago

Frogg Recruitment SA - claremont, Western Cape

Our client a Wealth Management company is looking for a Wealth Management Assistant provides administrative support to a Wealth Manager in all aspects of their portfolio. 3-4 years working experience in...

from: executiveplacements.com - More than 30 days ago

The Recruitment Council - claremont, Western Cape

Our client is seeking a driven and detail-oriented Accountant/Financial Reporting Specialist. If you're passionate about improving processes, automating tasks, and creating high-quality financial reports...

from: executiveplacements.com - 8 days ago

Conova Recruitment - Cape Town

Liaise with external and internal providers on client specific queries and implementation of instructions. Assist Wealth Managers and Wealth Management Associates troubleshooting Financial Needs Analyses... 30000 Monthly

from: jobplacements.com (+2 sources) - 9 days ago

PartnerUp (Pty) Ltd - Cape Town

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services o Collation of all clients related information (data discovery and fact find) and preparation...

from: jobplacements.com - 10 days ago

Flink Recruitment - Cape Town

Locations: Western Cape including Kimberley, Somerset West, Stellenbosch, Century City, and surrounding areas Professional Development: Performance incentives, awards, and leadership tracks Production...

from: executiveplacements.com - 14 days ago

HR Genie - Bellville

Morningstar, Moneymate, Spotlight Investor, Futuresight, Portfolio tools provided by Asset Management Companies (Financial tools) Drafting of reports including cash flow, asset allocations and adding annexures...

from: jobplacements.com - 10 days ago

WatersEdge Solutions - Cape Town

We are seeking an experienced and results-driven Investment Manager to lead funding, relationship, and compliance efforts within a dynamic financial services environment. The role requires a seasoned professional...

from: executiveplacements.com - More than 30 days ago

HR Genie - Bellville (+1 location)

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. Support...

from: jobplacements.com (+2 sources) - 19 days ago

Rory Mackie & Associates - Cape Town

• Basic knowledge of tax and ability to analyse tax statements (upskill on the job if necessary) • Basic knowledge of investment products, asset allocation and risk profiles (upskill on the job if necessary)...

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