Wealth Analyst | Stellenbosch

**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...

**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...

Our client are seeking a highly motivated Wealth Analyst to join our team of financial professionals. You'll play a pivotal role in delivering exceptional service to our high-net-worth clients.Responsibilities:Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance updates.Proposal...

Our client are seeking a highly motivated Wealth Analyst to join our team of financial professionals. You'll play a pivotal role in delivering exceptional service to our high-net-worth clients.Responsibilities:Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance updates.Proposal Development:...

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...

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...

**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...

iGrow Wealth Investments: CRM Business Analyst Job DescriptionWe are seeking a highly skilled CRM Business Analyst to join our team at iGrow Wealth Investments in Cape Town. As a key member of our team, you will be responsible for leading day-to-day system management and optimization, reporting, and data analysis.Key Responsibilities:Lead system management...

**Equity Analyst** Our client, a trusted investment partner with investment capabilities spanning globally and private, is looking for an** Equity Analyst** to join their team in their **Stellenbosch** office. **The Role**: Enrich the lives of all the client's stakeholders by contributing to the organization's growth and success and deepening our...

Business Development Manager - Wealth Mgt, WinelandsEntrepreneurial Wealth Mgt Business seeks driven, proactive and professional indiv. Pivotal role to generate business for Securities and Asset Mgt plus Wealth offerings. Use your network of IFAs and institutional investors in the Winelands region including Stellenbosch, Paarl and Somerset West. Exciting...

Business Development Manager - Wealth Mgt, WinelandsEntrepreneurial Wealth Mgt Business seeks driven, proactive and professional indiv. Pivotal role to generate business for Securities and Asset Mgt plus Wealth offerings. Use your network of IFAs and institutional investors in the Winelands region including Stellenbosch, Paarl and Somerset West. Exciting...

Business Development Manager - Wealth Mgt, Winelands Entrepreneurial Wealth Mgt Business seeks driven, proactive and professional indiv. Pivotal role to generate business for Securities and Asset Mgt plus Wealth offerings. Use your network of IFAs and institutional investors in the Winelands region including Stellenbosch, Paarl and Somerset West. Exciting...

About the RoleIGrow Wealth Investments, a leading property investment company, is seeking a highly skilled Financial Analyst to join their team in Cape Town.To be successful in this position, you will need:A professional accounting certification, such as SAICA or AGA(SA), with a minimum of 1 year of post-article experience in a management or supervisory...

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...

**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...

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...

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 and...