Wealth Management Administrator

RPO Recruitment is currently looking for a dedicated and detail-oriented Wealth Assistant to join our client's team in Bellville. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals.The main objective of this role is to assist the Wealth Planners...

Wealth ManagerOur client is looking for a Wealth Manager to assist the financial advisors.Responsibilities Maintain relationship with clients and prepare their annual reviews Assist clients with advice when needed Propose portfolio amendments when needed Review clients investments annually and when needed Staying informed with industry development Present...

WEALTH MANAGER - Bellville, Western CapeOur client is looking for a Wealth Manager that can service existing clients, who has a full understanding of Investment products and legislative requirements relating to investments and retirements.Responsibility:Duties include, but are not limited to:1. Product KnowledgeFull understanding of Investment Products:...

Job description:The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs...

Job description:PSG Konsult is a leading, financial services company seeking to employ a Codes Administrator with strong administration skills who will be responsible for obtaining and managing all broker codes. The Codes Administrator is accountable for finalising the broker codes end-to-end.Responsibilities: Maintain and update records Open, change and...

INVESTMENT MARKETING ASSISTANTOur Client is looking for a Marketing Assistant, who will assist the Wealth Planners with any administration, with the primary focus on investments and retirement funds.Responsibility:Duties include, but are not limited to:Support to Wealth Planner General Support Calendar management, chasing outstanding info Customer Service...

We are looking for a Project Manager on contract in Cape Town with extensive experience in Financial Services with particular focus on Investment / Wealth Management businesses and products. 10+ years' experience in leading business-critical projects, involving large scale migrations and integrations is required.Responsibilities The Project Manager will be...

We seek the experience of a Portfolio Administrator to effectively assist the Portfolio Manager in looking after a portfolio of Sectional Title/Home Owners Association properties.Qualifications: Sectional Title / Home Owner's Course from a reputable institution would be advantageousRole and duties: Scheduling of meetings Drafting and sending of notices,...

Who we are?Sanlam Investments Group is one of South Africa's largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.We take particular pride in: Sanlam's longevity and innovation People, teamwork...

Events ManagerPSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.PSG Konsult is a leading,...

Senior Marketing Manager: Head of Distribution (Hybrid)Location:Bellville, Cape TownJob description:Responsibilities:PSG Insure & Western: Insure adviser office marketing support (Ads conceptualise, brochureware, newsletters proof read, event guidance and support, signage, sponsorships guidance etc.) Client and internal operational communications (draft in...

Our client, an Electrical and Mechanical Engineering firm that provides safe and profitable engineering and renewable energy solutions, wants to appoint an experienced Office and Administration Manager.Duties and responsibilities: Being the face of the business in the front of house Answer phone calls and greet guests Arrange and manage travel, accommodation...

We are looking for Project Manager: Technology on contract in Cape Town to build strong relationships with senior stakeholders, whilst managing through complexity and time pressures across both business and technology domains. Extensive experience in IT/ Technology project management within Financial / Investment Services; 10+ years' experience in leading...

Who are we?- Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratise financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of...

Who are we?The Retail Affluent (RA) cluster is responsible for Sanlam's retail business in South Africa. RA provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance...

Post Number Faculty/Department- University of the Western Cape -> Natural Sciences -> Chemistry- Type of Position- Permanent - Full Time- Length of Contract Period- N/A- Location- Main Campus - Bellville, WC ZA (Primary)- Closing Date- 22/3/2024Role Clarification & Key Performance AreasAlert to its African and international context, the University of the...

Post Number Faculty/Department- University of the Western Cape -> Registrar -> Deputy Registrar: Academic Administration- Type of Position- Permanent - Full Time- Length of Contract Period- Location- Main Campus - Bellville, WC ZA (Primary)- Closing Date- 21/4/2024Role Clarification & Key Performance AreasThe primary area of responsibility of the Office of...

The Department of Medical Biosciences seeks to appoint an Administrator: Department to assist with all departmental administrative procedures, in order to ensure alignment and compliance with central administrative systems and procedures.The successful incumbent will be responsible for the following, amongst others:Academic Administration Enquiry Management...

An exciting opportunity is currently available at Belville, Cape Town in the Technical Advice Team for a Short-term Technical Specialist who will be supporting our Short-Term Insurance business.Responsibilities: Support formulation and maintenance of company policies Support the business drive to standardize advice processes and documentation Technical...

Post Number Faculty/Department- University of the Western Cape -> Education -> Educational Psychology- Type of Position- Permanent - Full Time- Length of Contract Period- Location- Main Campus - Bellville, WC ZA (Primary)- Closing Date- 12/6/2024Role Clarification & Key Performance AreasThe Faculty of Education has a long history of productive engagement...