Wealth Management Jobs in Western Cape

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 - 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

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 - 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

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

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

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

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