105 Wealth Management Jobs - page 11
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Private Banker - Acquisitions: High Income Banking - Durban Rory Mackie & Associates - Durban, KwaZulu-Natal, South Africa • Ability to network within the organisation (our clients Wealth and Investment as well as the Specialist Bank functions in South Africa) o Lending products: including Residential, Commercial Property... Undisclosed 22 days ago
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Private Banker - Acquisitions: High Net Worth Clients -Stellenbosch Rory Mackie & Associates - Cape Town, Western Cape, South Africa • Being a connector and an “enabler” for the clients' needs into the other divisions of our clients • Relevant Tertiary Degree (Preferably BCom Honours or LLB with Accounting) • Awareness and management... Undisclosed 23 days ago
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Wealth Manager Assistant Rory Mackie & Associates - Cape Town, Western Cape, South Africa Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as stipulated by FAIS and FICA, and ensuring that all investment and payment instructions... Undisclosed 29 days ago
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Paraplanner Rory Mackie & Associates - Cape Town, Western Cape, South Africa Minimum of 5 years' Paraplanner experience, with specific case preparation exposure, including Record of Advice, Financial Needs Analysis, and industry compliance Assisting with analysis to support recommendations... Undisclosed 29 days ago
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Private Banker (Acquisitions) - Paarl Rory Mackie & Associates - Paarl, Western Cape, South Africa Sourcing new business through cold calling, extracting value from an existing client base, networking, and referrals Lending products: including Residential, Commercial Property, Secured loans Experience... Undisclosed 29 days ago
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