Junior Wealth Manager

BCom / BBusSc or similar finance / wealth / investment management related qualification. Completed post graduate diploma or CFA/CFP qualification will be given preference. RE1 / RE5 is beneficial. **Skills and experience required**: At least 2 - 3 years’ experience as a client wealth manager / financial advisor / planner / similar. Experience in...

This firm offers clients tailored share portfolios (local and international) through access to market leading offshore investment products and structures. The role is client-facing and will initially focus on servicing existing clients and then growing a new client base of high net worth individuals. This is hybrid role, with a typical day focussing on...

Unlock Opportunities in Private Wealth BankingThis role presents a chance to thrive in private wealth banking, leveraging your skills to deliver exceptional client experiences. Key responsibilities include:Originating new business opportunities to expand the client base.Maintaining and enhancing existing client relationships, ensuring high levels of...

Company Overview">Absa Group Limited is a diversified standalone African financial services group, delivering an integrated set of products and services across personal and business banking, corporate and investment banking, wealth, investment management and insurance.We are a truly African bank with regional and international expertise, a career with our...

The role is mainly client-facing and includes managing a sizeable number of existing clients (existing book), and further growing the client base. The role also entails managing a few wealth managers operating from the Somerset West Office. Salary is negotiable depending on experience Qualifications required: A degree in a finance related field such as a...

Private Wealth Banker - Pipeline Somerset West Apply locations: Somerset West Time Type: Full time Posted on: Posted 30+ Days Ago Job Requisition ID: R-15962334 Empowering 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 and international expertise, a career with our...

Somerset West, Western Cape, South Africa serves as our strategic location for Warwick Wealth Advisory Partner Somerset West. From this base, we operate as Investment Specialists, catering to the needs of high net worth individuals and corporate entities seeking tailored wealth management solutions.

**Paraplanning Expertise Sought**We are a dynamic UK-based wealth and financial planning firm looking for a seasoned Paraplanning professional to join our team in South Africa. If you possess strong analytical skills, excellent communication abilities, and a keen interest in financial services, we encourage you to apply.Key ResponsibilitiesAnalyze data to...

Job ResponsibilitiesAssist in developing and implementing customized investment strategies for clientsMonitor market trends and provide insightful analysis to inform investment decisionsBuild and maintain relationships with existing and potential clientsCollaborate with internal teams to ensure seamless service delivery

About Our Client">Absa Group Limited is a leading provider of financial services in Africa, offering a range of products and services across personal and business banking, corporate and investment banking, wealth, investment management and insurance.We are committed to empowering our clients to achieve their financial goals, while also making a positive...

Somerset West, Western Cape, South AfricaInvestment ProfessionalWarwick Wealth Advisory Partner Somerset West, Somerset West, Western Cape, South AfricaCompany DescriptionWe are Warwick Wealth Somerset West - Investment Specialists.We are looking for investment brokers with an established book of clients who are tired of being short-changed for servicing...

Debtors Management Company is seeking to employ a compassionate, yet assertive junior individual to be trained as a Junior Credit Controller. This position would suit entry level job seekers such as matriculants or part time students (finance or business). junior accounts|junior administration - Hardworking - Have computer knowledge - able to work with...

A well established Accounting Firm based in Somerset West is seeking to employ a Junior Auditor to join their team. - auditing|auditor|junior auditor Duties: - Bookkeeping up to Trial Balance - Financial statements - IFRS for SME - Taxes - Income tax indiv / entities - E-filing - Will form part of audit team on large audits and will manage smaller entity...

Private Wealth Banker Role OverviewTo excel in this Private Wealth Banker role, you will be responsible for building and maintaining professional relationships with a portfolio of clients, achieving financial targets, and enhancing customer experience within the bank's regulatory framework.Key Responsibilities:New Business Origination: Identify and acquire...

Western Cape, Somerset West - (Market related) Accounting & Auditing business seeking Audit Junior to manage small audit and be part of the audit teams on other audits and then also Financial Statement preparations / Accounting work / Tax etc. - BCom Degree - SAICA Articles - CTA or busy with - Someone who has not completed Board Exam yet would be...

Cresco ConsultingCresco Consulting is a leading consulting firm specializing in property and rental services. We are committed to delivering exceptional results and providing unparalleled support to our clients. Our team of experts is dedicated to helping businesses succeed and grow in the ever-changing landscape of the property and rental industry.About the...

A well-established property and investment company based in Somerset West, Helderberg is seeking to employ a Junior Bookkeeper to join their expanding business on a permanent basis. **Duties**: - Capturing of bank statements, bond accounts, interest schedules - Capturing supplier and customer invoices. - General bookkeeping. - Reconciliation of bank...

Somerset West: Western Cape Branch of a national engineering concern is seeking to employ an junior accounting clerk to assist their Financial Manager. Duties will include - Capturing of daily transaction including supplier and customer invoices. - General bookkeeping. - Reconciliation of statements and invoices. - Reconciliation of creditors - Bank...

Junior Electronic Production Technician Somerset-West Minimum requirements: BTech (Electronic Engineering) 1-3 years of working experience with Electronic components, PCBs and Soldering; electronic testing, integration testing, electromechanical integration etc High standard of communication skills in English Responsibilities: Assembly, testing, design,...

A leading, industrial IoT company developing AI-Augmented solutions, is looking for a young passionate, driven, and organized Junior Project manager to provide PM and coordination assistance to the PM team. This is a wonderful opportunity for someone who has good coordination skills to enter the PM space, especially in software and infrastructure project...