Wealth Manager Cape Town

The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client's personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey. Create...

Job Purpose:To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must be able to show abilities of business management and financial planning to be able to grow their business and support their...

These jobs were popular with other job seekers Drake Personnel (SA) Pty Ltd - Cape Town Drake Personnel (SA) Pty Ltd - Cape Town My client is a leading Wealth Manager and needs a suitably qualified Wealth AdministratorResponsibilities:Information gathering via the Astute system for the Para-Planners and Private Wealth ManagersChase takeovers and send to...

PKF CAPE TOWN VAC PROGRAM 8-10 JULY 2024Looking for a unique career experience? PKF is the perfect place for you. As one of the largest mid-tier accounting networks in the world and in South Africa, we offer an excellent foundation for your career growth, while still being small enough for you to make a difference.Join us for PKF Cape Town's VAC program...

Job Description:The City of Cape Town promotes and applies the principles of employment equity. In line with the City's corporate employment equity and diversity strategy, equity policy, plan and targets, preference will be given to suitably qualified candidates from the designated groups.(ads1)Job Responsibilities:Gathers, researches, interprets, and...

Debtors / Creditors Clark - Cape TownRequirements: Minimum 5 year Experience in debtors and creditors Must have contactable references Fully bilingual Overall knowledge of Basic accounting Experience in creditors reconciliations Experience in allocating payments Be able to meet deadlinesJob Type: Temp to permContract length: 4 monthsSalary: From R123,45 per...

Job Description:The City of Cape Town looks to recruit highly skilled, purpose driven and innovative leaders to make a positive difference in the lives of fellow South Africans. These are high responsibility, publicly visible roles demanding ethical conduct, accountability, a commitment to excellence in service, and a focus on the customer. Strategic...

Job Description:The City of Cape Town promotes and applies the principles of employment equity. In line with the City's corporate employment equity and diversity strategy, equity policy, plan and targets, preference will be given to suitably qualified candidates from the designated groups.(ads1)Job Responsibilities:Applicants with higher tertiary...

Job Opportunity: Financial Services Sales ManagerJoin Wealth Doctors Financial Services as a Sales Manager and drive your career to new heightsWe're seeking an experienced leader to head our sales team, meet targets, and provide exceptional financial services to our clients. If you're passionate about finance and love mentoring a team, this is your...

Are you energetic, ambitious and looking to develop your career? Our Cape Town Wealth department is looking to add a Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We are looking for someone with an interest in the industry who is looking to diversify their...

Job Description:The successful candidate will be expected to contribute to undergraduate teaching and strengthening of the Physiotherapy Clinical Programme through academic leadership. The incumbent will also be expected to support the undergraduate programme while developing their own research interests, and tocontribute to Divisional and Departmental...

Receptionist dutiesProduct salesSpa diary managementCommission statementsReportsStock takeSalary: R6, R8,000.00 per monthAbility to commute/relocate: Cape Town,Western Cape: Reliably commute or planning to relocate before starting work (required)Experience: Administrative office procedures, practices and equipment: 1 year (required)Application Deadline:...

Wealth Planner - Private & Business Banking Job Overview Business Segment: Personal & Private Banking Location: ZA, Western Cape, Cape Town, Hermanus To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with...

PKF Cape Town is looking for a Head of Operations to join their teamThe Head of Operations will be responsible for overseeing the day-to-day operations of PKF Cape Town.This will include managing staff, developing, and implementing operational policies and procedures, and ensuring that all departments (Admin, Backoffice, Accounting, IT, HR, Tax, CoSec and...

Our client is an established wealth management firm offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an accomplished Wealth Manager to contribute to their continued...

Job description:PSG is recruiting for an exciting and challenging career opportunity for a Regional Administrator to provide regional management, operational management and projects support to the Regional Manager.Responsibilities: Operational support to wealth advisers Communication to wealth advisers/assistants & offices Diary management and travel...

Job Opportunity: Lead Generator/ParaplannerWealth Doctors Financial Services is hiring a Lead Generator/Paraplanner to join our dynamic teamIf you have a passion for lead generation, financial planning, and a drive to succeed, this is the perfect opportunity for youResponsibilities:Qualify leads and gather client informationSchedule appointments for...

These jobs were popular with other job seekersPKF Accounting is looking for anAccountant/ Managerto join their amazing teamThis position offers the candidate an opportunity to work-from-home.Duties & ResponsibilitiesDuties and responsibilitieswill include, but not be limited to:Experience in bookkeeping up to trial balance, balance sheet reconciliations, VAT...

Company overviewEstablished in 1999 as a non-profit performing arts company, Cape Town Opera is based at the Artscape Theatre Centre in the Foreshore area of Cape Town and is currently South Africa's only full-time opera company. The recipient of two International Opera Awards, annual activities include fully staged opera productions in Cape Town, national...

We looking for Customer Service Agents for an International Company who lives and breath work home balanceWhat we require:Good English and Spanish communication skills with emphasis on speech, grammar and discourse or interactionMatric/NQF Level 4No Call Centre Experience neededTyping speed of 25+ words per minuteWorking knowledge of the InternetWorking...