5 Wealth Management Jobs in Somerset West
-
SENIOR FINANCIAL ADVISOR/WEALTH MANAGER HR Genie - Bellville Process and implement client instructions related to switches, repurchases, maturities, surrenders, and Section 14 and Section 37 transfers. Conduct quality control on the outputs of Wealth Managers to... 7 days ago
-
SENIOR WEALTH ASSISTANT HR Genie - Bellville Competent on service providers website functionalities (Investment and risk service providers) Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company... 9 days ago
-
Paraplanner
Somerset West A minimum of 5 years' experience as a Paraplanner, specifically with case preparation, or significant exposure to Records of Advice, Financial Needs Analysis, and industry compliance. Strong verbal and... 20 days ago -
Senior Legal Specialist (Financial Planning) Yazoo Recruitment - Bellville, Western Cape Undertake strategic research and provide strategic proposals, on topics as requested by and agreed with Distribution Exco as the subject matter expert (SME) on technical financial advisory matters (e.g... 14 days ago
- Forum: Start a Discussion Join
-
Digital Enablement Specialist: Wealth
Bellville, South Africa We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise Prepare... 9 days ago
Top locations
- Cape Town (63)
- Bellville (9)
- Claremont (9)
- Century City (2)
- Paarl (2)
- Rosebank (1)
- Western Cape (151)
- City of Cape Town (2)