Internal Client Jobs in Western Cape

CA Financial Appointments - Stellenbosch

Be part of a dynamic, fast-growing business that puts people and culture first Manage a client portfolio and deliver bookkeeping, VAT returns, and management reporting Join a team that values challenge...

from: jobplacements.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

ADAPTHR CONSULTING PTY LTD - Cape Town

Join a high-performing team that values collaboration, accountability, and personal development. Work directly with senior leadership while managing impactful audit engagements. Manage internal audit projects...

from: jobplacements.com - More than 30 days ago

Rory Mackie & Associates - Cape Town

Managing and controlling any bulk requests for Model Portfolio restructure and rebalances by managing the client’s expectations and monitoring progress of bulk transaction processing This includes managing...

from: jobplacements.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 - More than 30 days ago

The Recruitment Council - cape town, Western Cape

Identify and pursue business development opportunities through analysis of adviser and client needs Assist advisers with product accreditations and present key selling points Ignite Your Career as a Dynamic...

from: jobplacements.com - More than 30 days ago

CA Financial Appointments - Cape Town

Minimum of 3-5 years of experience in internal auditing, preferably in a corporate or operational environment Analyse and evaluate financial and operational data, processes, and report BCom Financial Accounting...

from: jobplacements.com - More than 30 days ago

Palesa Mbali Group - Cape Town

Apply a solid understanding of investment product rules, processes, and relevant regulatory requirements. Handling contributions, withdrawals, switches, and investment updates. Support the team leader...

from: executiveplacements.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

Tower Group - Cape Town

Prepare weekly debtors report for review with the branch manager & follow up outstandings Sub schedules and analysis as required for passenger liner customers Preparing weekly forecast in IDU for submission...

from: jobplacements.com - More than 30 days ago