Wealth Management Jobs in Western Cape

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...

from: executiveplacements.com (+1 source) - 3 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

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

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) - 8 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) - 9 days ago

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

from: executiveplacements.com - More than 30 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 - 10 days ago

Dante Personnel - Rosebank

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

from: jobplacements.com - 24 days ago

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,...

from: executiveplacements.com - More than 30 days ago