Wealth Manager | Claremont

Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the companys story to as many ideal clients, to ensure increase in AUM as per...

**Job Classification** - Job Requisition - 127018- Closing Date - 23 June 2023 - Location - Cape Town - Cluster - Nedbank Wealth - Wealth Management SA Business Unit - Please Note: Preference will be given to applicants from Underrepresented Groups- Job Family- Investment Banking - Career Stream- Advisory - Leadership Pipeline- Manage Self: Professional -...

Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to...

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...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...

Our client, is looking for a wealth manager to join their team in Pretoria. The role is client-facing and will initially focus on existing clients and once established grow a new client base of high nett worth individuals. For the first 12 months this role is salary based, this will be negotiated based on your qualifications/certifications,...

Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that the Advisor projects a professional, competent and caring image to the outside...

Underwriter Administrator - Claremont(Insurance policy medical underwriting experience)Salary – R15k- R17k CTC pm. (Based on exp.)My client, an Established Leading Medical Aid Insurance Provider based in central Claremont, are actively recruiting for an experienced Underwriter Administrator.Career Opportunity to join the dynamic driven team.Criteria:•2...

Published - Apr 14, 2023 - Location - Cape Town, South Africa - Category - Business - Job Type - Full-time - Salary Type - Monthly Salary - Salary - R40 000.00 - R50 000.00 **Description**: **General/Operations Manager** Location: Claremont **Salary**: R40 000 - R50 000 (Will suit HIGHLY PROFESSIONAL Applicants) Own Transport/Public...

Published - May 11, 2023 - Location - Cape Town, South Africa - Category - Business - Job Type - Full-time - Salary Type - Monthly Salary - Salary - R40 000.00 - R50 000.00 **Description**: **General/Operations Manager - Claremont - R40 000 - R50 000 pm** (Will suit HIGHLY PROFESSIONAL Applicants) Own Transport/Public...

Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business.Qualifications and Experience:Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law...

_PARAPLANNER CAPE TOWN_ - Join a wealth management company to provide administration support to senior financial advisor _ - You will be allocated a portfolio of clients to assist in_ - Processing transactions. - Dealing with clients directly, - Looking after accounts and support high level retirement and investment and financial planning - Minium...

**Wealth Advisor - Stellenbosch** Expanding bank seeks client-orientated indiv for Fin Advisory / Wealth business. Pivotal role to acquire and manage a portfolio of High-Net-worth client in the Stellenbosch region. Build great relationships and deliver personalised service. Exciting career opportunity to build book of clients from scratch. *** **Main...

The Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment...

**Wealth Manager Administrators** **Location**: Cape Town Northern Suburbs Start Date: ASAP **Senior administrative team lead** - Team management experience preferable Remuneration: R18 000 - R 28 000 **General investment administrator** - Strong insurance and investment administration skills required. Remuneration R 15 000 - R30...

Job DescriptionThe Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider,...

Berghshire Wealth BlueStar is a committed team of elite financial planners devoted to finding solutions to suit every client's specific financial needs. Based in all three major provinces of South Africa, our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of the...

Job ClassificationJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeTo oversee clients' wealth needs through an ongoing advisory process to achieve Nedbank's strategic goals of client centricity and revenue generation, in line with the business strategy.Job...

Key Responsibilities: Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration Platforms Internal and external liaison on administration /...

Key Responsibilities:Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration PlatformsInternal and external liaison on administration /...