Wealth Managers

**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. - Prepare and implement investment...

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 Title: Wealth Analyst Location: Stellenbosch Job Description The Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables. Key Responsibilities - Client Liaison & Retention...

Job Title: Wealth Management AssistantEstimated Salary: R320,000 - R420,000 per annumJob Description:We are seeking a skilled Wealth Management Assistant to join our team at The Recruitment Council. As a key member of our team, you will assist Wealth Advisers in providing exceptional client service by responding to client queries via telephone and written...

Job Title: Wealth AnalystLocation: StellenboschJob DescriptionThe Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables.Key ResponsibilitiesClient Liaison & Retention...

About the RoleWe are looking for a talented Wealth Management Associate to join our team at The Recruitment Council. In this role, you will manage multiple concurrent projects and support Wealth Managers in their daily activities. A strong focus on client relationships and retention is essential.Your responsibilities will include preparing complex reports...

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:...

Job Title: Wealth AnalystLocation: Stellenbosch Job Description The Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables. Key Responsibilities Client Liaison & Retention...

About the RoleThe Recruitment Council is seeking an experienced Fiduciary Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing comprehensive fiduciary services to high-net-worth individuals, families, and institutions.Responsibilities:Providing expert advice on trust and estate planning, including...

The Recruitment Council OverviewWe are committed to providing exceptional service to our high-net-worth clients. Our team of financial professionals is dedicated to delivering outstanding results.Job Description:This role will play a pivotal part in building strong relationships with clients, conducting portfolio reviews, and presenting financial performance...

**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...

**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...

**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...

**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...

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...

About This OpportunityWe are seeking a skilled Wealth Management Associate to join our team at The Recruitment Council. As a key member of our Wealth Management department, you will be responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships.In this role, you will work closely with...

Job DescriptionThe Recruitment Council is seeking a highly skilled Wealth Management Associate to join our team. As a key member of our Wealth Management department, you will be responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships.This role demands a high level of efficiency,...

Wealth Management OpportunityJoin The Recruitment Council as a Wealth Analyst and contribute to delivering exceptional service to high-net-worth clients.Key Responsibilities:Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance updates.Proposal Development: Craft compelling proposals tailored...

About The Recruitment CouncilWe are seeking a highly motivated Wealth Analyst to join our team of financial professionals. This role will play a pivotal part in delivering exceptional service to high-net-worth clients.Key Responsibilities:Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance...

**Job Title**: Administrator / Investment Support Assistant **Location**: Cape Town, South Africa **Company Overview**: Oakham Wealth Management, a UK-based investment management firm, is seeking a highly organized Administrator / Investment Support Assistant to join our remote team in. As a boutique company, this role is essential for supporting our...