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

55 Wealth Management Jobs in Western Cape

Manager:Private Clients CA Financial Appointments - Century City The successful candidate will act as the primary relationship manager for a portfolio of individuals, trusts, and corporate entities. They will lead client engagements, oversee financial reviews, and coordinate... 2 days ago
Wealth Management Associate The Recruitment Council - Claremont Wealth Management Associate Support a Senior Director at a Leading Financial Services Firm | Cape Town Relevant BComm or BBusSci degree (postgraduate financial planning advantageous) Prepare client onboarding... More than 30 days ago
Wealth Management Associate | Claremont The Recruitment Council - claremont, Western Cape c. Ensure CDD is done on all clients based on their risk profile according to FICA and company through effective communication, proactivity, and dependability, enabling the Wealth Manager to focus on nurturing... R400 000 - R420 000 More than 30 days ago
Financial Reporting Specialist CA Financial Appointments - Cape Town Prepare budgets and forecasts in support to the Financial Manager; provide assistance to the Financial Manager with regard to legal compliance reporting, such as SARB and SARS (e-filing and the like) Project... More than 30 days ago
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SENIOR FINANCIAL ADVISOR/WEALTH MANAGER HR Genie - Bellville Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. We are looking for a financial advisor to manage an existing portfolio of clients... 7 days ago
Foreign Exchange Trader Conova Recruitment - Cape Town Provide professional FX intermediary services to financial advisors and their clients, addressing queries with the primary objective of seamless client experience Identify and anticipate trading, operational... 35000 Monthly 8 days ago
Accountant / Reporting Specialist | Claremont The Recruitment Council - claremont, Western Cape a. Provide operational support to finance team members, helping them work more efficiently. b. Continuously improve data pipelines and visualization for real-time decision-making. b. Implement streamlined... R50 000 -R60 000 More than 30 days ago
SENIOR WEALTH ASSISTANT HR Genie - Bellville Assist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications. Recording of client interaction and updating of client records upon completion of interaction 5+ years experience... 9 days ago
Financial Wealth Administrator Dante Personnel - Rosebank Downloading statements for quarterly reviews for clients Processing applications forms R15 000 Monthly 23 days ago
Client Investment Tax Lead - Investment Platforms The Legends Agency - Cape Town Works with the following operational areas to implement and drive continual data testing and cleaning initiatives and to drive data quality discipline in the organisation Review of the business rules,... More than 30 days ago

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