Wealth Management Jobs in Claremont
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Search Results - Wealth Management Jobs in Claremont
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
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-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
The Recruitment Council-Claremont
Role: Legal Advisor
Location: Claremont
A premier wealth management group, known for its holistic approach to financial planning, asset management, and fiduciary services, is seeking an experienced Legal Advisor to support its group of companies...
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The Recruitment Council-Cape Town, 7 km from Claremont
Our client, a leading Wealth & Investment Firm, is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division.This successful individual will need to achieve financial objectives in chosen Regional market...
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Wealth Management jobs – More locations:
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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Rory Mackie & Associates-Cape Town, 7 km from Claremont
Overview:
Our client, a boutique investment advisory and wealth management firm, is seeking a Wealth Manager Assistant to join them at their Somerset West branch. With over R30 billion in assets under advice, the firm delivers global best-of-breed...
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Rory Mackie & Associates-Cape Town, 7 km from Claremont
Overview:
Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out...
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The Recruitment Council-Cape Town, 7 km from Claremont
Description of job responsibility/duty
Wealth Management
Develop and maintain strong relationships with high-net-worth clients.
Understand clients' financial goals, risk tolerance, and preferences to provide personalized financial advice.
Conduct...
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Dante Personnel-Rosebank, 3 km from Claremont
Minimum requirements:
• Matric
• 3-5 years experience in the wealth management space
• Downloading statements for quarterly reviews for clients
• Adding movements from the statement to the quarterly system and preparing the review systems...
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