Wealth Management Jobs in Western Cape
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Search Results - Wealth Management Jobs in Western Cape
Innovazi ConsultingCape Town
opportunities and rebalance portfolios as needed.
Requirements
• BCom in Finance, Investments, Economics, or related field.
• Professional designation preferred: CFP®, CFA, or CIMA.
• Wealth management experience, preferably at a leading bank or assurance...
HR GenieBellville
An established and reputable insurance company is looking for an experienced Wealth Manager to join their growing team. This role offers an exciting opportunity for a relationshipâ€'driven professional with solid wealth management expertise...
The Recruitment CouncilCape Town
Our client, a leading financial services group, is looking for a dynamic Wealth Specialist to join their team. The core purpose of this role is to provide premier investment support and implement the wealth management value proposition and solutions...
The Recruitment CouncilCape Town
Our client, a leading financial services group, is looking for a dynamic Wealth Specialist to join their team. The core purpose of this role is to provide premier investment support and implement the wealth management value proposition and solutions...
The Recruitment CouncilCape Town
Are you a seasoned Investment professional with a passion for driving wealth management excellence? I am currently recruiting for a Wealth Specialist to join a leading financial services firm.
This role is centered on providing high-level...
CA Financial AppointmentsCentury City
Join a dynamic wealth management environment where you'll play a key role in delivering a seamless onboarding and servicing experience for high‑net‑worth clients.
Why join this team?
• Contribute directly to the client experience by preparing...
Communicate RecruitmentCape Town
systemsCommercially aware (finance or wealth management experience is a bonus but not essential) Qualification:Bachelors degree in one of the following:ComplianceAccountingBusiness/CommerceCFA Level 1 and 2 would be highly advantageous...
Wealth Management jobs – More locations:
Conova RecruitmentCape Town
with share portfolios (both domestic and offshore) and liaising with stockbrokers
• Preferential would be experience within a family office or wealth management environment
• Microsoft Suite (Excel, Word, Outlook)
• Advantageous: eCube, xPlan, Opus (DMA)
Numeral Financial Services GroupWorcester (WC)
/Grade 12 or SAQA Accredited Equivalent Essential.
120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
RE 5 certificate.
Proven sales track record.
Duties
Communicating with clients, including phone calls, e-mails and personal meetings...
Set ConsultingCape Town
Tax Manager
Market-related Salary
Cape Town
Overview:
We are seeking a highly skilled and experienced Tax Manager to join a well-established wealth management company in Cape Town. The successful candidate will take ownership of the firm’s tax...
The Recruitment CouncilCape Town
Specialist to join their dedicated Private Banking and Advisory Team. This is a critical role where you will oversee and enhance a sophisticated structured lending portfolio, collaborating with expert Wealth Managers to drive business profitability...
The Recruitment CouncilCape Town
Role: Junior Paraplanner
Category: Financial Services
Location: Cape Town
Salary: 360 000 per annum
Our client, a boutique wealth management firm, is looking for a precise, mature, and highly efficient Junior Paraplanner to join their team...
SanlamCape Town
and Experience
Matric (Grade 12).
RE1 and RE5.
120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
Class of Business accreditation (annual).
Compliant with continuous professional development (CPD) current and past cycles.
A minimum...
HR GenieCape Town
certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents.
• Minimum of 5 years of experience in financial planning, wealth management, or a similar advisory role within the financial sector.
• Strong...
SanlamCape Town
and Experience
Matric (Grade 12).
RE1 and RE5.
120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
Class of Business accreditation (annual).
Compliant with continuous professional development (CPD) current and past cycles.
A minimum...
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