Wealth Management Administrator

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...

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...

**Are you energetic, ambitious and looking to develop your career? Our Cape Town Wealth department is looking to add a Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We are looking for someone with an interest in the industry who is looking to diversify their...

Wealth creation and protection are key to achieving financial freedom. As a Financial Advisor at iGrow Wealth Investments, you will play a crucial role in helping investors create, protect and grow their wealth.The ideal candidate will have a relevant diploma/degree and a minimum of 2 years of experience in property sales or a financial advisory role. They...

**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 are looking for someone with interest in the industry who is looking to...

About Structured Wealth SolutionsWe are a reputable wealth management firm dedicated to delivering exceptional financial services to our clients. Our team is comprised of experienced professionals who share a passion for helping individuals achieve their long-term financial goals.Salary and BenefitsThe successful candidate can expect a competitive salary in...

Do you have your RE5 and are you looking for a new opportunity? My client in Stellenbosch is seeking an Investment Administrator to join their successful team. **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 you energetic, ambitious and looking to develop your career? Our Cape Town Wealth department is looking to add a Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We are looking for someone with an interest in the industry who is looking to diversify their...

Job DescriptionCompany Overview:HR Genie is a leading provider of innovative HR solutions, empowering businesses to streamline their operations and achieve exceptional results.Salary: R250,000 - R350,000 per annum, depending on experienceJob Summary:We are seeking a highly skilled and motivated Wealth Administration Specialist to join our team. The...

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...

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...

We are seeking a skilled Financial Planning Support Specialist to join our team in Cape Town. As a key member of our Wealth Management department, you will provide critical support to our Wealth Managers, ensuring timely completion of tasks and maintenance of high-quality client relationships.Key Performance AreasAdministrative support to Wealth Managers,...

Job SummaryiGrow Wealth Investments, a leading property investment company in South Africa, is seeking a skilled Property Portfolio Administrator to manage a portfolio of 350-450 properties. The ideal candidate will have a strong administrative background and experience with rentals environments.Key Responsibilities:• Manage a large property portfolio•...

**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...

Wealth Manager Administrator KEY AREAS OF RESPONSIBILITY - Clear understanding of investment and risk products - Gather policy information - Research product information - Prepare and implement financial planning & investment proposals - Handle and solve client enquiries - Maintain Client Relationship Management system PERSONAL COMPETENCIES & SKILLS - Must...

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,...

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, a boutique wealth and investment firm based in Claremont, Cape Town is looking to recruit an accomplished wealth manager. This role is a client-facing & front-office role as a wealth manager who will manage an existing client book of relationships, providing comprehensive advice and a broad range of investment tailored investment & wealth...

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...

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...