Wealth Management Jobs

Stonebridge HR Solutions - Centurion

Build trusted relationships with clients by understanding their financial goals, risk appetite, and future plans. Collaborate with internal and external experts to deliver holistic wealth solutions. Strong...

from: executiveplacements.com (+1 source) - 6 days ago

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...

from: jobplacements.com (+1 source) - 4 days ago

HR Genie - Johannesburg

Develop and maintain strong, trust-based relationships with clients, serving as their primary financial advisor. A well known company within the financial sector is looking for a Experienced Financial...

from: jobplacements.com - 4 days ago

SDC Group (Pty) Ltd - Johannesburg

ODETDP (Occupationally Directed Education Training Development Practices) qualification or equivalent will be an advantage Understand principles of Education, Training and Development Ability to present...

from: executiveplacements.com - More than 30 days ago

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...

from: jobplacements.com - More than 30 days ago

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

from: jobplacements.com - More than 30 days ago

Flink Recruitment - Johannesburg

Daily Payouts: Commission paid daily, with 70% released upfront and 30% retained for tax and deductions. Business Infrastructure: Office space, technology, indemnity cover, and compliance support provided...

from: executiveplacements.com - 24 days ago

Conova Recruitment - Cape Town (+1 location)

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

from: jobplacements.com (+2 sources) - 5 days ago

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...

from: jobplacements.com - 6 days ago

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...

from: executiveplacements.com - More than 30 days ago