Wealth Management Jobs
Accountant / Financial Reporting Specialist
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
Wealth Manager | Bryanston, Cape Town, Stellenbosch
The Recruitment Council - bryanston, Gauteng
Financial Planning: Expertise in comprehensive financial planning, encompassing retirement planning, estate planning, tax Understand clients' financial goals, risk tolerance, and preferences to provide...
from: jobplacements.com - More than 30 days ago
Assistant Manager – Credit Risk
Datafin IT Recruitment - Johannesburg
Essential : Experience in analysing financial statements, credit applications, and compiling credit assessment reports. Facilitate roll-overs and ensure Front Office Departments adhere to interest period... Datafin1
from: jobplacements.com - More than 30 days ago
Wealth Manager
Rory Mackie & Associates - Cape Town
5+ to 6+ years of relevant experience in financial services, preferably with direct client and investment exposure, especially financial markets Relevant tertiary qualification such as BCom or related...
from: executiveplacements.com - More than 30 days ago
Portfolio Manager Assistant
Network Recruitment - Cape Town (+1 location)
Manage calendars, schedule meetings, and coordinate travel arrangements 23 years of experience in investment administration or similar financial role Uphold regulatory standards in all administrative tasks... 300000 Annually
from: jobplacements.com (+1 source) - 30 days ago
Financial Planning Assistant (Somerset West)
PartnerUp (Pty) Ltd - Cape Town
o Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of o Monitoring the submission of intermediary appointment notes to ensure clients successfully o...
from: jobplacements.com - More than 30 days ago
Hire Resolve - 7493 Bellville, South Africa (+1 location)
Provide expert assistance to advisers, colleagues, and distribution teams on system-related queries. Qualification in Financial Planning (CFP) , Finance , or Wealth Management — completed or near completion... R1
from: simplify.hr (+1 source) - 10 days ago
Portfolio Manager Assistant
Network Recruitment - Cape Town (+1 location)
Provide comprehensive administrative support to the Portfolio Manager and Private Client Team. Liaise with service providers to ensure smooth onboarding and account setup. Uphold high levels of service... 330 000
from: jobplacements.com (+1 source) - 30 days ago
FROGG Recruitment - Rosebank, Johannesburg, Gauteng, South Africa
Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.). New Business Administration: Process and submit new long-term insurance and investment applications...
from: froggrecruit-sa.co.za - More than 30 days ago
ZAQ Agency - Somerset West, hybrid (3 days in-office), Western Cape, South Africa
• Consolidate, update, and structure training materials into accessible formats • Recommend ongoing improvements to training tools, materials, and processes • Partner with UK-based SMEs to capture processes...
from: pnet.co.za - Yesterday
