Wealth Management Jobs in Western Cape
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Search Results - Wealth Management Jobs in Western Cape
Datafin IT Recruitment-Cape Town
ENVIRONMENT:
Our client is a well-established Wealth Management business seeking an experienced Operations Support professional to join their Cape Town team. This role is ideal for someone with a strong operational background within Financial...
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The Recruitment Council-Cape Town
Role: Wealth Management Associate
Category: Wealth Management
Location: Western Cape
Salary: Market-related
Are you a highly organized administrative professional passionate about the financial planning environment? Our client is looking...
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Helderberg Personnel CC-Somerset West
Matric / Grade 12
• 24 years administrative experience in financial services, investments, or wealth management
Advantageous
• Certificate or diploma in Finance, Business Administration, or Wealth Management
• Experience working with investment...
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The Recruitment Council-Claremont
Are you a highly organized administrative professional passionate about the financial planning environment? Our client is looking for a Wealth Management Associate (WMA) to serve as a critical administrative partner to a Wealth Manager.
In this role...
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Set Consulting-Cape Town
Wealth Management Associate
Market-related Package
Cape Town
A leading boutique wealth and financial planning environment is seeking a highly organised and client-centric Wealth Management Associate (WMA) to support a Wealth Manager in delivering...
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The Recruitment Council-Cape Town
Are you a dynamic, results-driven professional with a talent for storytelling and business development? Our client is looking for a Wealth Manager (New Business) to join their Wealth Management division. In this role, you will be the face...
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The Recruitment Council-Worcester (WC)
Wealth Manager
Are you a driven financial professional with a passion for improving the lives of high-income clients through expert, effective solutions? We are seeking a Wealth Manager to join our premier private wealth team in Cape Town.
Role...
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3 similar jobs: Paarl, Somerset West, Cape Town
Conova Recruitment-Cape Town
based on their risk profile according to FICA and company RMCP
• Ensure a basic level of product knowledge by keeping up to date with products
• Compile proposal documents based on the Wealth Manager instruction
• Compile a financial needs analysis...
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CA Financial Appointments-Cape Town
this team?
• Work within a highly professional, discreet family office environment
• Exposure to complex investment structures, trusts, and private wealth management
• Opportunity to influence strategic financial decisions and long-term wealth preservation...
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The Recruitment Council-Claremont
Role: Wealth Manager (New Business)
Category: Wealth Management
Location : Claremont
Salary: Market-related
Are you a dynamic, results-driven professional with a talent for storytelling and business development? Our client is looking for a Wealth...
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The Recruitment Council-Cape Town
Are you a passionate, client-centric financial professional looking to join a boutique, holistic Family Office?
Our client is seeking a dedicated Wealth Manager to join their Client Relationship Management team. In this role, you will manage...
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Workforce Staffing - Gauteng-Cape Town
on and offshore where advisor fees are not automated.Stay up to date on product and industry knowledge by attending different training initiatives and communicate any training requirements to Manager.AdministrationProvide clients and Wealth Managers with tax...
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The Recruitment Council-Claremont
analysis, risk management, portfolio management, planning, and forecasting.
• Bespoke Solutioning: Develop strong, long-term client relationships and design customized structured lending solutions.
• Internal Collaboration: Partner with Wealth Managers...
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Sanlam Limited-Vredenburg
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 of 5 years recent industry experience...
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Sanlam Limited-Malmesbury
technology platforms.
Collate data on activities to deliver on weekly and monthly reporting deadlines.
Perform any ad‑hoc requirements as requested by the Retail Branch Manager.
Qualifications
Matric (Grade 12)
RE5 advantageous
FAIS Compliant (Wealth...
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