Wealth Management Jobs in Claremont
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Search Results - Wealth Management Jobs in Claremont
The Recruitment Council-Claremont
Job Headline:
Wealth Management Associate Support a Senior Director at a Leading Financial Services Firm | Cape Town
Job Description
Position: Wealth Management Associate (WMA)
Location: Cape Town...
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The Recruitment Council-Claremont
Role: Legal Advisor
Category: Fiduciary
Location: Claremont
Salary: R1 000 000 R2 000 000 per annum
A premier wealth management group, known for its holistic approach to financial planning, asset management, and fiduciary services, is seeking...
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The Recruitment Council-Claremont
Key Result Area: Main Activities:
1. Administrative support to Wealth Manager
a. Prepare and collate new client onboarding documentation.
b. Oversee the management and updating of client CRM profile.
c. Liaise with external and internal providers...
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The Recruitment Council-Claremont
to enhance reporting accuracy and reduce manual effort.
3. Presentation & Communication
a. Create compelling, data-driven presentations for directors and senior stakeholders such as
Wealth Managers
b. Communicate complex financial insights clearly...
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The Recruitment Council-Claremont
and Xplan for Wealth Managers.
• Collaborate with the fees department to lodge commissions, ensuring accuracy and timely submission.
• Review and verify lodgements prior to monthly submission.
4. Training and Awareness
• Assist in the development...
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Wealth Management jobs – More locations:
The Recruitment Council-Claremont
will be responsible for:
• Providing legal support to various group companies and business units, such as wealth management, asset management, collective investment scheme management, linked long-term insurance, treasury solutions, and marketing.
• Offering legal...
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Frogg Recruitment SA-Cape Town, 7 km from Claremont
Wealth Management Assistant Claremont, Cape Town
Our client a Wealth Management company is looking for a Wealth Management Assistant provides administrative support to a Wealth Manager in all aspects of their portfolio.
Salary: Market related...
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The Recruitment Council-Cape Town, 7 km from Claremont
Job Headline:
Wealth Management Associate Support a Senior Director at a Leading Financial Services Firm | Cape Town
Job Description
Position: Wealth Management Associate (WMA)
Location: Cape Town
Industry: Financial Services / Wealth Management...
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Conova Recruitment-Cape Town, 7 km from Claremont
Key Responsibilities:
• Act as a strategic partner to Wealth Managers, supporting them in managing client portfolios and enhancing the client experience.
• Handle administrative tasks efficiently, ensuring deadlines are met.
• Assist...
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The Recruitment Council-Cape Town, 7 km from Claremont
Key Result Area: Main Activities:
1. Administrative support to Wealth Manager
a. Prepare and collate new client onboarding documentation.
b. Oversee the management and updating of client CRM profile.
c. Liaise with external and internal providers...
Read more
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