Wealth Management Jobs

Ultra Personnel - Johannesburg (+3 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 (+3 sources) - 17 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 - 18 days ago

Rory Mackie & Associates - Cape Town

• Providing timely feedback within a compliance context on investment reviews, client remediation and client debtors book, and maintain meticulous client records • Initiating, facilitating & completing...

from: executiveplacements.com - More than 30 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) - 21 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 - 24 days ago

Flink Recruitment - Centurion

The purpose of the role is to ensure that the company remains compliant with relevant legislation and compliance requirements by assessing and mitigating significant competitive, regulatory, and technological... 40000

from: executiveplacements.com - More than 30 days ago

Rad Resources - Centurion

✔ Experience managing a team of Financial Advisors Leadership r ole with high earning potential 30000 Monthly

from: jobplacements.com - More than 30 days ago

Arvo - Stellenbosch

- Ensure compliance with all regulatory and administrative processes. Please assume that your application was unsuccessful if you do not receive any feedback within 4 weeks. - Prepare comparative quotations...

from: jobplacements.com - More than 30 days ago

Rory Mackie & Associates - Durban

• Ability to network within the organisation (our clients Wealth and Investment as well as the Specialist Bank functions in South Africa) o Lending products: including Residential, Commercial Property...

from: executiveplacements.com (+1 source) - More than 30 days ago

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...

from: jobplacements.com - More than 30 days ago