Wealth Management Associate | Claremont

Our client is a boutique wealth management company 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 a motivated Associate Wealth Manager & support them in building and...

Wealth Management Associate (WMA) R25k - R30k Cape 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,...

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,...

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,...

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 dynamic and results-driven sales professional looking for a thrilling opportunity? Look no further! Wealth Masters Club is looking for exceptional Sales Associates to join our elite team in Cape Town, Somerset West, Durban, Johannesburg, and Pretoria. **Why Join Wealth Masters Club?** - Exciting Career Growth: Unlock your potential and grow your...

Job Title: Compliance and Wealth Administration AssociateSanlam Private Wealth is a valued member of the Sanlam Group, offering diversified financial services and creating value for stakeholders since 1918.Key Responsibilities:Assist the Compliance Officer with onboarding of clients and conducting re-identification of clients in accordance with defined...

The main purpose of the Wealth Manger is to tell the story to as many ideal clients, to ensure increase in AUM as per targets, to cross sell the services of the business, to service clients according to SLAs and to work together to increase the business AUM as per company strategy.This is done by regular update in industry knowledge, working with the team of...

Wealth Management AssociateSet Consulting is seeking a highly organized and detail-oriented Wealth Management Associate to join our team in Cape Town. As a key member of our financial services team, you will provide administrative support to our Wealth Managers while serving as a strategic partner.Key ResponsibilitiesAdministrative Support: Prepare and...

About Sanlam Private WealthSanlam Private Wealth is a valued member of the Sanlam Group, a diversified financial services company with a presence in 42 countries and a strong commitment to client-centricity and solution-orientation.Job SummaryWe are seeking a highly motivated and organized Compliance and Wealth Administration Associate to join our team. The...

Wealth Management AssociateSet Consulting is seeking a highly skilled and organized Wealth Management Associate to join our team in Cape Town. As a key member of our financial services team, you will provide administrative support to our Wealth Managers while serving as a strategic partner.Key ResponsibilitiesAdministrative SupportPrepare and collate new...

Job Title: Wealth Management AssociateThe primary objective of this role is to provide exceptional support to a wealth manager, effectively managing deadline-driven tasks with a focus on client-centricity, professionalism, and trust.This position requires a strategic partner to the wealth manager, meticulously handling deadlines, paperwork, and operational...

The Wealth Management Associate plays a pivotal role in delivering exceptional support to wealth managers, ensuring timely completion of deadline-driven tasks with a client-centric approach. The ideal candidate will possess a high level of attention to detail and ability to work under pressure, with a strong understanding of financial planning principles and...

Job SummaryWe are seeking a skilled Compliance and Wealth Administration Associate to join our team at Sanlam Private Wealth. As a key member of our compliance team, you will be responsible for providing high-quality support to our Compliance Officer and Wealth Management Team.Key ResponsibilitiesAssist the Compliance Officer with onboarding of clients and...

Compliance and Wealth Administration Associate - Mauritius Date: 18 Oct 2024 Location: Tygervalley, Western Cape, ZA Sanlam private Wealth is looking for a Compliance and Wealth Administration Associate to join our Mauritius team in our Mauritian offices. Sanlam Private Wealth is a valued member of the Sanlam Group (“the Group”). The Group offers...

Job SummaryWe are seeking a highly organized and detail-oriented Wealth Management Associate to join our team at Set Consulting. As a key member of our financial services team, you will provide administrative support to our Wealth Managers while serving as a strategic partner.Key ResponsibilitiesAdministrative SupportPrepare and collate new client onboarding...

To provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business.Required Experience 3-5 years experience as a Paraplanner within wealth management, preparing detailed and complex proposals and financialneeds analyses for...

As a Festive Season Retail Sales Associate at Absolute Pets in Claremont, you will be part of a dynamic team that provides world-class service to customers.The successful candidate will be responsible for ensuring the store is fully stocked and orders are placed accordingly. Knowledge of administration and IT systems is essential for this role.To excel in...

Job OpportunityAt Set Consulting, we are seeking an experienced Wealth Management Associate to join our team. As a key member of our financial services team, you will provide administrative support to our Wealth Manager and serve as a strategic partner. Your primary responsibilities will include managing deadlines, paperwork, and operational details to...

We are looking for a Property Investment Strategist to join our team in Cape Town. iGrow Wealth Investments is a group of companies providing investment consulting services and residential buy-to-let properties for investors. As a Group of Companies, our services include sourcing suitable investment property stock, securing bank finance, providing legal and...