Wealth Management Jobs in Cape Town
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Search Results - Wealth Management Jobs in Cape Town
Old Mutual Limited-Cape Town
Head: Wealth Management & Investment Tax page is loaded
Head: Wealth Management & Investment Tax
Apply locations Pinelands time type Full time posted on Posted 3 Days Ago job requisition id JR-53505
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The Recruitment Council-Cape Town
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...
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...
Featherway-Cape Town
Wealth Manager Administrators Location: Cape Town Northern Suburbs Start Date: ASAP Senior administrative team lead - Team management experience preferable Remuneration: R18 000 - R 28 000 General investment administrator - Strong insurance...
Cape Town
an exciting opportunity to gain valuable experience in the wealth management industry and contribute to the success of our clients' financial goals.
Key Responsibilities:
Assist portfolio managers in the day-to-day management of client portfolios.
Monitor...
The Recruitment Council-Cape Town
Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering...
Cape Town
Requirements:
• Minimum of a completed tertiary qualification either Commerce / Investments / Economics or similar
• Minimum of 2-3 years' experience in a Settlements role in Fund Services / Investment / Wealth Management environment
• Solid understanding...
Wealth Management jobs – More locations:
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...
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CF Consulting-Cape Town
Finance Services Industry Experience (Minimum of 5 years)
• CA(SA) registration plus 4 years relevant experience in the investment or wealth management space
• Previous wealth management experience in managing client relations and working with HNW...
Set Consulting-Cape Town
Debtors Clerk (Financial Services)
R180k per annum
Cape Town
A dynamic financial advisory firm specialising in wealth management in Cape Town is urgently looking for a Debtors Clerk to join their team.
Key Performance Areas
• Processing...
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 solutions Long...
Conova Recruitment-Cape Town
Prepare & present quarterly Fund reports to investors.
Wealth Management:
• Monitor client compliance against risk Models.
• Identify potential problems and suggest solutions within HNW portfolios.
• Contribute towards value-added written content...
Cape Town
Essential.
• 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
• 2 or more years’ experience as a Financial Advisor within the financial services industry, life and investment essential.
• RE 5 certificate.
• Proven sales track record....
CA Financial Appointments-Cape Town
My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town.
Responsibilities:
• Recording of client meeting minutes and deliverables
• Preparation of financial plans and needs analysis according to internal...
Exceed Human Resource Consultants-Cape Town
with the management of the client database with adequate, complete, valid and necessary records and provide timely weekly case update reports to advisers.
Qualifications:
• Wealth Management or equivalent qualification (min.120 Credits NQF5/6)
• Certified...
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