97 Wealth Management Jobs - page 3
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FINANCIAL PLANNER HR Genie - Pretoria Prepare the necessary estate planning proposal which contains a breakdown of the estate duty, summary at death and liquidity position at death; Consolidate and summarise all policies, investments & assets... More than 30 days ago
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Investment Operational Data Analyst / Investment Valuations Analyst (CIB) - 10 month contract Isilumko Staffing (JHB) - Johannesburg Investment classes: Fixed interest, equity, derivatives, money market, unit trusts, cash securities Troubleshoot impact of pricing across number of financial instruments Diploma - Financial services operations... More than 30 days ago
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Paraplanner CA Financial Appointments - Claremont Attain information needed to compile Balance Sheet, Income & Expenditure Statements and relay to Advisor Review current and future allocation of assets for investment strategy in regard to client risk... More than 30 days ago
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Corporate Business Transactional Banking – External Consultant Rory Mackie & Associates - Johannesburg Our client is looking for an intelligent, energetic individual, filled with passion, integrity and curiosity. They value individuals who in turn value culture that is, a flexible, comfortable to live with... More than 30 days ago
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Senior Wealth Assistant - Bellville - Financial ServicesHire Resolve
8000 Bellville, South Africa - Support the Wealth Manager in all aspects of client relationship management, including new client onboarding, account maintenance, and ongoing client communication. - Coordinate with internal and external... R450 000 4 days ago -
Wealth Assistant - PE - Financial ServicesHire Resolve
6000 Gqeberha/Port Elizabeth, South Africa We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise. Assist... R250 000 3 days ago -
Banking and Insurance Strategist Accenture - Gauteng, ZA Craft market, client and competitor insight via immersive and data driven analysis Strong problem-solving abilities and balance of conceptual and practical thinking Lead project delivery across Banking... Not specified 3 days ago
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Manager, Manager, Business Support & Recoveries Standard Bank Group - KwaZulu-Natal, ZA Field of Study: Business Commerce, Finance and Accounting, Legal Type of Qualification: First Degree Quick Recommended Links Accounting / Financial Services jobs Qualifications Not specified 3 days ago
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Wealth ManagerHire Resolve
6000 Gqeberha/Port Elizabeth, South Africa Process client instructions including switches, repurchases, maturities, surrenders, and transfers (Sect 14 and 37). Oversee output quality from the Wealth Assistant and liaise with service providers for... R550 000 9 days ago -
Senior Manager: Distribution Operations and Support 1 Life Insurance - Gauteng, ZA Develop and manage the delivery of a plan to evaluate and track business benefits and to identify actions needed to maximize these. Initiate, co-ordinate and manage any assigned projects in accordance... Not specified 10 days ago
Top locations
- Cape Town (60)
- Johannesburg (24)
- Pretoria (24)
- Port Elizabeth (6)
- Bellville (5)
- Durban (4)
- Randburg (4)
- Sandton (4)
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