Wealth Management Jobs

HR Genie - Port Elizabeth

Research performance of client portfolios and prepare Reviews in accordance with company policy and standards; Assist Clients with the preparation and signing of Wills and execution of estates, in association...

from: jobplacements.com (+1 source) - 3 days ago

Frogg Recruitment SA - claremont, Western Cape

CFP or studying towards a postgraduate diploma in financial planning would be advantageous Wealth Management Assistant Claremont, Cape Town

from: executiveplacements.com - More than 30 days ago

Curiska - Johannesburg

Awareness of anti-money laundering and client/due diligence requirements/enhanced due diligence requirements Handling report requests (valuations, tax pack reports, income & expenses). Maintaining and...

from: jobplacements.com - 5 days ago

Network Recruitment - Johannesburg

BCom Degree in finance, financial planning, investment management or a related field Analyse client data and create cash flow models Write financial planning reports APPLY NOW! 300000 Annually

from: jobplacements.com - 6 days ago

Hire Resolve - 7439 Bellville, South Africa (+1 location)

Have strong knowledge of investment management, finance, legal, regulatory, marketing, strategic planning, HR, and IT. Ensure sound financial management in collaboration with Finance leadership. Prepare... R2 000 000

from: simplify.hr (+2 sources) - 13 days ago

Ultra Personnel - Johannesburg (+2 locations)

Align with the Financial Planning Partner to ensure that the financial plan is integrated with the Private Client Share Portfolios mandate. (Partner and Portfolio Manager are aligned and compliant to mandate)...

from: jobplacements.com (+2 sources) - 11 days ago

Talent Evolution - Pretoria

NQF Level 4 or 5 FAIS qualification (NQF 5 Wealth Management preferred). Strong communication and interpersonal skills. Skills & Attributes: R15 000 Monthly

from: jobplacements.com - 12 days ago

Network Recruitment - Johannesburg (+1 location)

Proficiency in Microsoft Office; SAGE 300 & Microsoft Dynamics is a plus. Strong accounting, reconciliation, and financial reporting skills. Implement expenditure controls and optimize processes. Knowledge... 700000 Annually

from: executiveplacements.com (+1 source) - 25 days ago

Dante Personnel - Northern Suburbs

Maintain accurate client records and databases, ensuring confidentiality and compliance with regulatory requirements Manage calendar, scheduling appointments, and organizing meetings Ad-hoc duties when...

from: jobplacements.com (+1 source) - 15 days ago

The Recruitment Council - Johannesburg

This is an incredible chance to start your career with a firm that offers both professional development and exposure to the financial industrys most elite clients. If you're looking for a challenging and... R360 000 Per Annum

from: jobplacements.com - 18 days ago