Wealth Management Jobs
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Cape Town
records of all interactions with clients
• Support Wealth Managers as required in providing a client servicing function
• Add hoc duties as may be required from time to time
Qualifications and Skills:
• Tertiary studies in accounting/financial related...
Curiska-Johannesburg
Hiring: Wealth manager in Rosebank
Responsibilities:
• Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's
• Estate planning
• Retirement planning
• Education planning...
Pietermaritzburg
Updating client portfolios
Assist with planning and recommendation to clients on their portfilio
Portfolio construction
Liaise with clients
Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by...
The Recruitment Council-Claremont
Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team.
Your role...
Johannesburg
Qualifications required:
• A degree in a finance related field such as a BCom, BusSc
• A wealth management or investment management qualification recognized by the FSCA
• A postgraduate Diploma in Financial Planning, Economics or Investment...
The Recruitment Council-Durban
Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining...
The Recruitment Council-Durban
Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining...
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The Hiring House-Johannesburg
of stakeholders.
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
• Inform and educate customers on products and services to ensure retention of existing customers; increase sales revenue and increase...
The Recruitment Council-Claremont
technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to both prospective and existing clients of the business.
Proposals and reporting for clients and prospects.
• Construct; produce Asset...
Cape Town
management products / strategies.
• Assist Wealth Managers and Wealth Management Associates troubleshooting Financial Needs Analyses for clients.
• Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure...
The Recruitment Council-Claremont
technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to both prospective and existing clients of the business.
Proposals and reporting for clients and prospects.
• Construct; produce Asset...
South Africa
Synopsis
We have Operational Risk Manager position to support the management of wealth division in setting and executing actions managing all aspects of risk within the business units of Wealth Division. This includes the identification, assessment...
jobvine.co.za -
Johannesburg
Attention to Detail & Organizational Skills? Join a fantastic Wealth Management Team in Krugersdorp! ✨
Are you a highly organized individual with a keen eye for detail? Do you thrive in a fast-paced environment and enjoy providing exceptional...
The Recruitment Council-Cape Town
will be responsible for client engagement. You will also be leading a cross-functional team of Advisory specialists.
Responsibilities:
• Personal and Juristic Transactional banking
• Structured Lending
• Local and offshore Wealth Management
• Cash Investment...
appcast.io -
CA Financial Appointments-Cape Town
My client, a boutique Wealth Management firm is looking for a Compliance Officer to join their team. This role is responsible for the compliance support and implementation of risk and compliance policies and procedures for the company...
appcast.io -
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