Private Wealth Administrator

Job title : Private Wealth ManagerJob Location : Western Cape, Cape TownDeadline : March 12, 2025Quick Recommended LinksJobs by Location Job by industries As a Private Wealth Manager, you will conduct detailed financial analyses for both onshore and offshore portfolios, focusing on areas such as retirement, insurance, education, and estate planning. You'll...

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. **Responsibilities**: - Information gathering via the Astute system for the Para-Planners and Private Wealth Managers - Chase takeovers and send to providers and get confirmation that it is done - Send the Provider Code Application forms for new Private Wealth...

Administrative Associate OpportunityWe are seeking a highly organised and detail-driven Administrative Associate for Wealth Managers to join our team at Private Client Holdings. As a key support partner, you will play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring...

Are you a detail-driven administration professional passionate about delivering exceptional client service in Wealth Management? We're looking for a dynamic Wealth Management Associate (WMA) to join our team and become an administrative partner to one of our experienced Wealth Managers.About the role:As a Wealth Management Associate, you'll play a pivotal...

**JOB DESCRIPTION** The Cash Account Administrator role requires a focused and detailed orientated individual, whom will be required to fulfil a private banking services and back office administration role. The role will be responsible for asset management and banking tasks for our private wealth clients in a back-office capacity. **JOB...

Job title : Private Wealth Banker - Coverage (FAIS)Job Location : Western Cape, Cape TownDeadline : April 14, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryTo build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and...

Job title : Wealth Management Associate (Administration)Job Location : Western Cape, Cape TownDeadline : April 18, 2025Quick Recommended LinksJobs by Location Job by industries About the role:As a Wealth Management Associate, you'll play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring...

Bring your possibility to life Define your career with usWith over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo build and...

Supporting Wealth ProfessionalsAs a key member of our client's team, you will be responsible for ensuring seamless day-to-day operations in the wealth management department.Your Key Tasks:Extract relevant data from the Astute system for the benefit of our Private Wealth Managers and Para-Planners.Verify that takeovers are completed by providers and address...

Our CultureWe value collaboration, innovation, and continuous learning at Private Client Holdings. Our team is dedicated to delivering exceptional client service and making a positive impact in the community.**Job Summary**We are looking for a highly motivated and detail-oriented Private Client Support Specialist to join our team. You will provide...

Wealth AdministratorOur client, a leading wealth manager, requires an experienced Wealth Administrator to support their team.Key Responsibilities:Retrieve information from the Astute system for Para-Planners and Private Wealth Managers.Chase takeover confirmations from providers and ensure timely completion.Send Provider Code Application forms to new Private...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...

Private Wealth Banker - Coverage (FAIS)Apply locations: Cape TownTime type: Full timePosted on: Posted YesterdayTime left to apply: End Date: March 18, 2025 (3 days left to apply)Job requisition id: R-15972990Empowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

Banking Advisor Private Wealth page is loadedBanking Advisor Private WealthApply locations Cape Town time type Full time posted on Posted 2 Days Ago time left to apply End Date: April 4, 2025 (6 days left to apply) job requisition id R31388Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers...

Time left to apply: End Date: March 24, (2 days left to apply)Job Requisition ID: RJob Description: To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money...

We are seeking an experienced Paraplanner to join our team at FSP Wealth.The successful candidate will be responsible for providing support to financial advisors by preparing and maintaining client files, conducting research on financial products, and drafting financial reports.About the RoleThis is a full-time on-site role located in...

time left to apply End Date: March 31, 2025 (10 days left to apply)job requisition id R27214Job DescriptionTo deliver exceptional experience and education to RMB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money...

Sable International vacancy: Wealth Administrator **Location: Cape Town** 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...

Administrator Role in Wealth ManagementCA Financial Appointments seeks a skilled Administrator to work with our client in the wealth management industry.Job Description:Gather data from the Astute system for Private Wealth Managers and Para-Planners.Verify takeover completions with providers and chase any outstanding issues.Dispatch Provider Code Application...