Wealth Management Jobs in Western Cape

Latitude Resource - Cape Town, Western Cape, South Africa

Client Relationship Management: Building and maintaining long-term relationships with clients, often requiring travel to meet professional players and athletes at training facilities, homes, or other locations... R45,000 to R63,000 / month

from: pnet.co.za - 2 days ago

Investec - Western Cape, ZA

In addition to delivering on the Private Client strategic objectives, you will support the following areas: Excellent communication and interpersonal skills, with the ability to influence and collaborate... Not specified

from: mrjobs.co.za - More than 30 days ago

Sanlam Group - Western Cape, ZA

Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients. Manage, review, and incorporate the implications of... Not specified

from: mrjobs.co.za - More than 30 days ago

Belmar Personnel - Bloubergstrand, Western Cape, South Africa

Manage and process policy applications, quotations, and investment reviews. Proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook, Teams, SharePoint) Ensure strict legislative compliance (FAIS... R20 000

from: pnet.co.za - 2 days ago

The Talent Expert - Western Cape, ZA

You hold a BCom degree and have at least five years’ experience in fund operations within financial services, ideally with exposure to collective investment schemes, LISP platforms, and regulatory environments... Not specified

from: mrjobs.co.za - More than 30 days ago

Careerline Recruitment - Cape Town, Western Cape, North West, Gauteng, South Africa

Oasis Crescent, a premier wealth management firm dedicated to creating lasting value for its investors, is seeking applications for the SAICA Article Clerk position. A culture of excellence focused on... Market Related

from: pnet.co.za - 6 days ago

Careerline Recruitment - Cape Town, Western Cape, South Africa

Accounting: Applying principles of accounting to prepare and analyse financial information, prepare financial reports including financial statements, strategic plans, budgets and financial forecasts, and... Market Related

from: pnet.co.za - 6 days ago

EQ-FIN Bryanston - Bryanston (Gauteng), Century City (Cape Town, Westville (KwaZulu Natal), Western Cape, Kwazulu Natal, Gauteng, South Africa

Meet with clients to form a customized financial outlook including budgets, expenses, income, insurance coverage, retirement planning, tax status, risk tolerance, investments and other elements to build... Unlimited Earning Potential-Rewards and Incentives

from: pnet.co.za - 6 days ago

The Talent Experts - Claremont, Western Cape, South Africa

Our client is a highly profitable, boutique wealth management firm in its growth phase, with over R1 billion in assets under management and plans to expand its team of Wealth Managers. You'll join a small...

from: pnet.co.za (+1 source) - 9 days ago

Cape Town, South Africa, Cape Town, South Africa

Are deadline-driven with strong organisational and time management skills Managing and maintaining accurate client tax records via our CRM system Have prior experience working in a tax administration or... From 15000 to 20000 (Ctc) - Monthly

from: pnet.co.za - 9 days ago