Wealth Analyst | Stellenbosch

Job Title: Wealth Analyst Location: Stellenbosch Job Description The Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables. Key Responsibilities - Client Liaison & Retention...

Job Title: Wealth AnalystLocation: StellenboschJob DescriptionThe Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables.Key ResponsibilitiesClient Liaison & Retention...

**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...

Job Title: Wealth AnalystLocation: Stellenbosch Job Description The Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables. Key Responsibilities Client Liaison & Retention...

Responsibilities: - Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. - Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. - Work closely with Wealth Manager - Provide ongoing feedback to clients. - Assist clients with completing...

**Job Advert Summary**: The company Financial Advisory Services is looking for a salaried Wealth Advisor / Representative to acquire and manage a portfolio of high-net-worth clients. **Minimum Requirements**: SKILLS/PERSONAL ATTRIBUTES REQUIRED - Matric - Preference to Certified Financial Planner (CFP) designation/qualification - Minimum 5 years investment...

**Designation**: Wealth Adviser Assistant/Paraplanner | Stellenbosch, Western Cape **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 18 Sep 2024 **Reference...

Job OverviewWe are seeking a highly skilled and experienced Financial Services Coordinator to join our team at The Recruitment Council in Stellenbosch. As a key member of our operations team, you will play a crucial role in supporting our Wealth Advisers and providing exceptional client service.

About the RoleWe are looking for a talented Wealth Management Associate to join our team at The Recruitment Council. In this role, you will manage multiple concurrent projects and support Wealth Managers in their daily activities. A strong focus on client relationships and retention is essential.Your responsibilities will include preparing complex reports...

**VACANCY | SENIOR WEALTH INVESTMENT ADMINISTRATOR/ Paraplanner | STELLENBOSCH, WESTERN CAPE | PERMANENT** PSGs 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...

About This OpportunityWe are seeking a skilled Wealth Management Associate to join our team at The Recruitment Council. As a key member of our Wealth Management department, you will be responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships.In this role, you will work closely with...

Duties/Pligte **Analytical**: Operating the various scanning electron microscopes in the CAF Microscopy Unit, SEM Laboratory in Stellenbosch;- Optimisation and troubleshooting;- Interpreting and editing images and data;- Collaborating on research projects;- Providing training to clients;- Providing support for research that makes use of electron...

Job Title: Investment Support AnalystEstimated Salary: R380,000 - R480,000 per annumJob Description:We are looking for a highly skilled Investment Support Analyst to join our team at The Recruitment Council. As an Investment Support Analyst, you will play a critical role in supporting Wealth Advisers in providing exceptional client service by addressing...

Wine Estate & Hotel in the Stellenbosch / Brackenfell area is seeking a detail-oriented and analytical Financial Analyst. The Financial Analyst will play a crucial role in supporting the estate's financial planning and decision-making processes. This position will involve financial analysis of each revenue generating outlet, forecasting, budgeting, and...

**Job Overview**: **Date Posted**: Posted 5 hours ago- **Location**: Stellenbosch, Western Cape- **Job Title**: Systems Analyst (Board Application)- **Salary**: R90,000- **Education Level**: Diploma- **Job Level**: Intermediate- **Minimum Experience**: 3 - 5 Years**Systems Analyst (Board Application) - Stellenbosch.**: One of the largest national financial...

Duties/Pligte - Collecting, analysing and writing specifications (functional and non-functional) and business cases (when required); - Performing quality assurance reviews on requirements or other outputs; - Working in groups and teams; - Facilitating analysis and requirements workshops; - Engaging in proactive problem-solving; - Interacting with...

Duties/Pligte **The incumbent will be expected to**: - Collect and verify multiple data sets that are both internal and external to the Integrated Student Success Initiative and SU; - Assist with software refinement for the extraction of data from existing databases, and the manipulation of data; - Compile and compare the data sets with other, similar...

Duties/Pligte Prospect Management - Working with the Head of Development Services and key advancement staff to ensure that a robust Prospect Management Strategy is in place that enhances fundraising activities. This will include monitoring the allocation of prospect pools within Development, allocation of prospects to individual fundraisers and regular...

Hiring: Data Analyst in Stellenbosch!   Seeking an experienced Data Analyst with a strong background in the financce indistry. This role involves analyzing financial data, creating reports, and providing insights to drive decision-making.   Key Responsibilities: - Collect, clean, and manage data from various sources. - Analyze financial data to identify...

Hiring: Data Analyst in Stellenbosch! Seeking an experienced Data Analyst with a strong background in the financce indistry. This role involves analyzing financial data, creating reports, and providing insights to drive decision-making. Key Responsibilities:- Collect, clean, and manage data from various sources.- Analyze financial data to identify trends...