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 - 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,...

Wealth Management Associates at Set Consulting play a vital role in providing administrative support to our Wealth Managers. This exciting career opportunity is based in Cape Town, where you will be responsible for managing deadlines, paperwork, and operational details to improve the overall service for our clients.Key ResponsibilitiesPrepare and collate new...

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...

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...

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 OverviewWe are seeking a highly skilled Financial Planner to join our team at Cross Wealth Financial Services.

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...

About Rory Mackie & AssociatesWe are a leading Private Bank and Wealth Manager catering to High-Net-Worth clients. Our team is dedicated to providing exceptional financial advice and guidance to our clients.

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...

iGrow Wealth Investments is a leading property investment group in South Africa, seeking an experienced Wealth Investment Specialist to join their team. The successful candidate will be responsible for providing management and strategist with weekly reports on sales performance, client consultations, and business growth.Key Responsibilities:Prepare weekly...

iGrow Wealth Investments is a leading property investment group in South Africa, seeking a skilled Strategic Business Associate to drive business growth and deliver exceptional results. The successful candidate will be responsible for analyzing market trends, identifying new business opportunities, and developing strategic plans to execute them.Key...

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...

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 an experienced Wealth Manager & afford them the opportunity to on their...

**Wealth Manager**: - Job Reference: LRXY9336 - Date Posted: 21 August 2024 - Recruiter: Independent Resourcing Consultancy - Location: Cape Town, Western Cape - Salary: On Application - Bonus/Benefits: Attractive Package - Sector: Wealth Management - Job Type: Permanent - Contact: Maria Inglis **Are you ready to broaden your scope of opportunity and...

About the RoleRory Mackie & Associates is seeking a highly motivated Wealth Management Coordinator to join our team. In this role, you will support our financial planners with various tasks, including preparing client reviews, analyzing financial data, and providing exceptional customer service.The successful candidate will have a postgraduate diploma in...

**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...

Job OverviewThe Wealth Management Specialist role is an exciting opportunity to join Rory Mackie & Associates' HNW International Team based in Stellenbosch. This position requires sourcing and acquiring new HNW clients while articulating and selling our clients' Value Proposition.Key ResponsibilitiesThis role involves:Sourcing and acquiring new HNW...

About Absolute PetsWe are the leading pet retailer in South Africa with over 150 stores across the country, specialising in premium pet foods and accessories.Job OverviewThis is a sales assistant role at one of our growing stores in Claremont. The successful candidate will be responsible for providing exceptional customer service, ensuring the store is fully...