Latest Wealth Management jobs in Cape Town - JobisJob South Africa Mobile

65 Wealth Management Jobs in Cape Town

Compliance Administrator CA Financial Appointments - Ysterplaat Compliance review of all N ew B usiness and Servicing cases submitted for the Group Assisting n ew Para - planner s with pre - checking and training on Client Advice Records Submission of Fund Selection... 4 days ago
Private Banker (Acquisitions) Cape Town Rory Mackie & Associates - Cape Town Sourcing new business through cold calling, extracting value from an existing client base, networking, and referrals Awareness and management of compliance and regulatory frameworks in all dealings with... 4 days ago
Wealth Management Assistant Conova Recruitment - Cape Town Maintaining and enhancing a robust work-flow process within the company Support Wealth Managers as required in providing a client servicing function Excellent Verbal and Communication skills (seen as a... 18000 Monthly 30 days ago
Actuarial Analyst Network Recruitment - Cape Town Conduct calculations required for SAM, SARB reporting, and internal management reports. Conduct calculations and scenario testing for the ORSA cycle. Manage stakeholders effectively by keeping them informed... 6 days ago
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WEALTH ASSISTANT – CAPE TOWN The Recruiters - CapeTown o Schedule meetings with Wealth Planner, receiving of clients and ensure that meeting facilities are managed, including tea, coffee and water arrangements o Effective Communication skills - With both internal... Cost to company of R20 000 to R30 000pm including risk, life and disability cover. 11 days ago
Head: Wealth Management & Investment Tax Cape Town, Western Cape, South Africa Building and maintaining relationships to ensure tax representation - for example, at investment origination forums, product and risk committees and meeting of financial managers - to facilitate strategic... 12 days ago
Financial Planning Partner Assistant (Half Day) Headhunters - Cape Town Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required. Monitoring the submission of intermediary appointment notes... 16 days ago
Associate – Client Accountant | Cape Town The Recruitment Council - CapeTown Practical experience within the financial services (wealth management or investment management) environment in a similar role, with exposure to both local and international trust structures being beneficial... R 350 000 - R 450 000 Per Annum 23 days ago
Independent Financial Advisor Numeral Financial Services Group - Cape Town Develop and maintain knowledge, understanding and adherence to the regulatory framework and relevant codes as well as the organizations policies and procedures. Manage key client customer relationships... 23 days ago
Portfolio Assistant Network Recruitment - Cape Town Maintain accurate records of client transactions and portfolio holdings. Coordinate with internal teams to ensure timely execution of client requests. Key Responsibilities: Apply now! 25 days ago

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