Wealth Management Jobs in Western Cape
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Search Results - Wealth Management Jobs in Western Cape
Frogg Recruitment SA-Cape Town
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...
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...
HR Genie-Cape Town
CFP Accreditation
• RE Qualification
• Experience:
• ± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.
• Verbal and written communication, in English and Afrikaans, at all levels
will nable you to do the following duties...
Frogg Recruitment SA-Cape Town
the Wealth Management and Investment Space
Ability to stay up to date with the latest marketing trends
Must have an understanding of corporate identity and branding
Expert in planning, co-ordinating and driving marketing campaigns
Digital / Technical...
The Recruitment Council-Cape Town
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...
HR Genie-Bellville
CFP Accreditation
• RE Qualification
• Experience:
• ± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.
• Verbal and written communication, in English and Afrikaans, at all levels
will nable you to do the following duties...
The Recruitment Council-Germiston
to building and maintaining strong, long-term client relationships
Minimum Qualifications & Skills
CFP certification or actively pursuing CFP qualification (required)
Grade 12 (Matric)
Wealth Management or similar qualification (minimum 120 credits, NQF Level...
Wealth Management jobs – More locations:
The Recruitment Council-Claremont
and forecasts
• Support legal compliance reporting including SARB and SARS submissions
• Continuously evaluate and streamline financial processes through automation
• Present financial insights and trends to directors and Wealth Managers
• Collaborate across...
CA Financial Appointments-Cape Town
with strong organizational skills; work directly with Finance Manager on special initiatives and cross-functional projects
• Financial Management: Regular comparison of fees received for wealth management advice; critically evaluate existing processes...
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...
Dante Personnel-Paarl
literateability to work with digital tools and financial software
• Excellent communication and interpersonal skills
• Strong administrative abilities and attention to detail
• Ability to work in a fast-paced, team-driven environment
• Network of Wealth Managers...
3 similar jobs: Worcester, Somerset West, Cape Town
Hire Resolve-Bellville
Hire Resolve Client , a reputable player in the wealth management space , is seeking to appoint a skilled Senior Bookkeeper . The ideal candidate will be responsible for processing accounting records and supporting financial reporting functions...
simplify.hr -
Sanlam-Cape Town
relationships.
Education 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...
sanlamcloud.co.za -
Sanlam-Cape Town
forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
• Matric (Grade 12).
• RE1 and RE5.
• 120 Wealth Management credits OR tertiary qualification recognised...
sanlamcloud.co.za -
Sanlam-Cape Town
forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
• Matric (Grade 12).
• RE1 and RE5.
• 120 Wealth Management credits OR tertiary qualification recognised...
sanlamcloud.co.za -
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