Executive Assistant Wealth

My client in the Wealth Industry is seeking a suitably experienced Executive Assistant within the Wealth Space. You must have a strong understanding of Wealth Management, Financial Regulations and Business Operations to be considered for this exciting opportunity.Responsibilities: Assist the Wealth Manager/CEO, efficiently and effectively manage their diary...

A Private Wealth Manager will meet with prospects and clients, conducting a detailed financial analysis in order to determine opportunity for clients with regards to onshore and offshore personal wealth portfolios, retirement planning, insurance, education planning and estate planning. They will make detailed recommendations in respect of aforesaid...

Are you a seasoned sales leader in the Wealth Management, Private Banking, or related fields, ready to take on a high-impact leadership role in a stunning island setting? We are seeking an exceptional individual to head up our sales and distribution efforts in Mauritius and surrounding regions. This is an incredible opportunity to drive growth, build a...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Disclaimer** - As an applicant, please...

**IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for an Assistant Accountant / Bookkeeper to join their Finance Team.** **To qualify for this position, you need**: - A minimum of 3 years' experience as an Assistant Accountant / Bookkeeper - Accounting Certification/ Qualification - Knowledge of SARS efiling and...

CA Financial Appointments is seeking a highly experienced Senior Administrative Coordinator to support the Wealth Manager/CEO in the Wealth Space. This exciting opportunity requires a strong understanding of wealth management, financial regulations, and business operations.ResponsibilitiesExecutive Support: Efficiently and effectively manage the diary and...

Join Our Team as a Portfolio Operations AssistantiGrow Wealth Investments, South Africa's leading property investment group, seeks a skilled Portfolio Operations Assistant to join their team.The successful candidate will have at least 1 year of experience in property administration and be proficient in RedRabbit. Key responsibilities include:Managing...

South African's leading Property Investment Group, IGrow Wealth Investments, is seeking an experienced Maintenance Administrator to fill a critical role within their expanding team.Estimated salary: R150,000 - R180,000 per annumJob Overview:The successful candidate will be responsible for attending to all day-to-day maintenance tickets on the rental...

**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...

We are seeking a skilled Financial Planning Support Specialist to join our team in Cape Town. As a key member of our Wealth Management department, you will provide critical support to our Wealth Managers, ensuring timely completion of tasks and maintenance of high-quality client relationships.Key Performance AreasAdministrative support to Wealth Managers,...

**Are you energetic, ambitious and looking to develop your career? Our Cape Town Sable Wealth department is looking to add a full-time 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 interest in the industry who is looking to...

We are seeking a highly skilled Wealth Management Support Specialist to join The Recruitment Council team.The successful candidate will provide specialist technical input to Wealth Managers, preparing asset allocation reports, proposals and financial needs analyses for clients. A minimum of 3-5 years experience as a Paraplanner within wealth management is...

**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...

**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...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Conveyancing Attorney **to join their team in **Cape Town**. **To qualify for this position, you need**: - LLB degree - Admitted Attorney and Conveyancer - Admitted conveyancer with a minimum of 3 - 5 years’ experience practicing as a conveyancer post...

We are looking for an individual that like our company, are young, dynamic, forward thinking and looking to be an industry leader. The company has created a hardworking culture with an emphasis on strong teamwork through a friendly atmosphere and environment. This position is for those looking to build a long-term career in Real Estate; the company is...

Wealth Management Associate (WMA)R25k - R30kCape Town Exciting career opportunity for a Wealth Management Associate with a prominent financial services company in Cape Town. In this role, you will report to the Wealth Manager and provide administrative support while serving as a strategic partner. Your responsibilities will include managing deadlines,...

Job OverviewWe are seeking a detail-oriented and organized Administrative Support Specialist to join our team at Set Consulting in Cape Town. As a Wealth Management Associate, you will provide administrative support to our Wealth Manager and their clients.The successful candidate will have a strong background in finance and administration, with experience...

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...

Job Opportunity: Lead Generator/Paraplanner Wealth Doctors Financial Services is hiring a Lead Generator/Paraplanner to join our dynamic team! If you have a passion for lead generation, financial planning, and a drive to succeed, this is the perfect opportunity for you! **Responsibilities**: Qualify leads and gather client information Schedule...