Wealth Management Jobs

Dante Personnel - Rosebank

Downloading statements for quarterly reviews for clients Processing applications forms R15 000 Monthly

from: jobplacements.com - 24 days ago

Rory Mackie & Associates - Cape Town

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...

from: jobplacements.com - 27 days ago

Rory Mackie & Associates - Durban

• 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...

from: executiveplacements.com - More than 30 days ago

Rory Mackie & Associates - Cape Town

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...

from: jobplacements.com - 27 days ago

The Recruitment Council - ermelo, Mpumalanga

Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and Sound working knowledge of Banking and Financial Services Regulatory...

from: jobplacements.com - More than 30 days ago

Rory Mackie & Associates - Paarl

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...

from: executiveplacements.com - More than 30 days ago

The Recruitment Council - Pretoria

Relevant certifications in life insurance or claims processing are preferred. R396 000

from: jobplacements.com - More than 30 days ago

The Recruitment Council - Cape Town

Design and execute investment strategies tailored to individual client needs, considering market trends, economic indicators, Collaborate with internal teams, including tax professionals, legal advisors...

from: jobplacements.com - More than 30 days ago

The Recruitment Council - claremont, Western Cape

Process Optimization: Analyze and automate financial reporting processes to enhance accuracy and efficiency. Financial Management: Regularly compare fees, evaluate processes, and review service provider...

from: executiveplacements.com - More than 30 days ago

The Recruitment Council - Johannesburg

Provide tailored financial advice to high-net-worth individuals (HNWIs) using a holistic approach across investment, insurance, fiduciary, and lending solutions. Identify and refer opportunities across...

from: jobplacements.com - More than 30 days ago