Wealth Management Jobs in Western Cape

Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, 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 - 21 days ago

Communicate Finance - Cape Town: Southern Suburbs, Cape Town South, South Africa

If you have not had any response in two weeks, please consider your application unsuccessful. Your profile will be kept on our database and we will connect with you with any other suitable roles or positions...

from: pnet.co.za - 21 days ago

Competent Candidates (PTY) LTD - Bellville, Western Cape, South Africa

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... Undisclosed

from: careerjunction.co.za - 10 days ago

Rory Mackie & Associates - Cape Town, Western Cape, South Africa

• Being a connector and an “enabler” for the clients' needs into the other divisions of our clients • Relevant Tertiary Degree (Preferably BCom Honours or LLB with Accounting) • Awareness and management... Undisclosed

from: careerjunction.co.za - 22 days ago

Rory Mackie & Associates - Cape Town, Western Cape, South Africa

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... Undisclosed

from: careerjunction.co.za - 28 days ago

Rory Mackie & Associates - Cape Town, Western Cape, South Africa

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... Undisclosed

from: careerjunction.co.za - 28 days ago

Rory Mackie & Associates - Paarl, Western Cape, South Africa

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... Undisclosed

from: careerjunction.co.za - 28 days ago