Wealth Management Administrator

**Wealth Manager Administrators** **Location**: Cape Town Northern Suburbs Start Date: ASAP **Senior administrative team lead** - Team management experience preferable Remuneration: R18 000 - R 28 000 **General investment administrator** - Strong insurance and investment administration skills required. Remuneration R 15 000 - R30...

The Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Bond Administrator **to join their team in **Cape Town**. **To qualify for this position, you need**: - Matric - At least 2 years of experience in property administration - Great administrative skills - Excellent communication skills and telephone...

Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that the Advisor projects a professional, competent and caring image to the outside...

Job DescriptionThe Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider,...

Wealth Manager AdministratorsLocation: Cape Town Northern SuburbsStart Date: ASAPSenior administrative team lead - Team management experience preferableRemuneration: R18 000 - R 28 000General investment administrator - Strong insurance and investment administration skills required.Remuneration R 15 000 - R30 000Requirements:3 - 5> Years insurance and...

**Job Classification** - Job Requisition - 127018- Closing Date - 23 June 2023 - Location - Cape Town - Cluster - Nedbank Wealth - Wealth Management SA Business Unit - Please Note: Preference will be given to applicants from Underrepresented Groups- Job Family- Investment Banking - Career Stream- Advisory - Leadership Pipeline- Manage Self: Professional -...

The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client’s personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey. Create...

Our client, is looking for a wealth manager to join their team in Pretoria. The role is client-facing and will initially focus on existing clients and once established grow a new client base of high nett worth individuals. For the first 12 months this role is salary based, this will be negotiated based on your qualifications/certifications,...

Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the companys story to as many ideal clients, to ensure increase in AUM as per...

_PARAPLANNER CAPE TOWN_ - Join a wealth management company to provide administration support to senior financial advisor _ - You will be allocated a portfolio of clients to assist in_ - Processing transactions. - Dealing with clients directly, - Looking after accounts and support high level retirement and investment and financial planning - Minium...

Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business.Qualifications and Experience:Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law...

Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the companys story to as many ideal clients, to ensure increase in AUM as per...

Key Responsibilities:Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration PlatformsInternal and external liaison on administration /...

Key Responsibilities: Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration Platforms Internal and external liaison on administration /...

Key Responsibilities:Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration PlatformsInternal and external liaison on administration /...

**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...

My client, a leader in the Wealth industry is seeking a Compliance Administrator to mitigate risk for the company by ensuring that advisors are providing suitable advice to clients, according to client needs and risk appetite; ensuring that all advisors are Fit and Proper, and relevant documentation is completed in order for the advisors to perform their...

Berghshire Wealth BlueStar is a committed team of elite financial planners devoted to finding solutions to suit every client's specific financial needs. Based in all three major provinces of South Africa, our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of the...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for SAIPA Trainee Accountants to join their team in Cape Town.  Should you want to do your articles with one of the top companies next year and join our dream team, please apply below. To qualify for this position, you need: Completed BCom, Management Accounting or...