Wealth Management Jobs in Western Cape
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Search Results - Wealth Management Jobs in Western Cape
The Recruitment Council-Cape Town
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...
The Recruitment Council-Cape Town
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...
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...
Rory Mackie & Associates-Cape Town
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...
Rory Mackie & Associates-Cape Town
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...
The Recruitment Council-Cape Town
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...
The Recruitment Council-Cape Town
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...
The Recruitment Council-Cape Town
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...
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...
Believe Resourcing-Stellenbosch
an in-depth understanding of wealth management and a natural ability to build trust and long-term client relationships. The successful candidate will work closely with internal investment wealth and specialist banking teams as well as collaborate...
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...
Standard Bank Group-Cape Town
of Qualification: First DegreeField of Study: AccountingIndustry relevant qualification such as CFA preferred. JSE Stockbroker preferable.Registered TraderRegistered StockbrokerExperience Required10 years or more in Wealth Management and Investment...
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...
The Recruitment Council-Germiston
Management or similar qualification (minimum 120 credits, NQF Level 8)
13 years experience in a financial planning, investment advisory, or wealth management role
Strong understanding of the financial planning process and investment strategies
Professional...
Golden Rule-Cape Town
Very good understanding of the software development process
·
Good communication ability
·
Knowledge of wealth management and adviser value proposition requirements
•
Ability to effectively translate business requirements in technology terminology...
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