Wealth Investment Administrator Stellenbosch

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...

**Designation**: Senior Wealth Investment Administrator | Stellenbosch, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 07 Mar 2024 **Reference Number**: POS08248 **Closing date**: 21 Mar 2024 **Position...

**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...

**Designation**: Senior paraplanner | Stellenbosch, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 07 Mar 2024 **Reference Number**: POS08248 **Closing date**: 22 May 2024 **Position Type**: Permanent **Location**: R21...

**Designation**: Senior Paraplanner | Stellenbosch, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 07 Mar 2024 **Reference Number**: POS08248 **Closing date**: 06 Jun 2024 **Position Type**: Permanent **Location**: R21...

**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...

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...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Booking Agent** **to join their team in **Cape Town**. **Requirements**: - Grade 12 - At least 2 years of experience in a telesales role - Make 100 - 120 calls per day - Maintain professional telephone etiquette - Positive, can-do attitude - Be professional -...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a Booking Agent to join their team in Cape Town.Requirements:Grade 12At least 2 years of experience in a telesales roleMake 100 – 120 calls per dayMaintain professional telephone etiquettePositive, can-do attitudeBe professionalExperience in the property industry...

**Designation**: Employee Benefits Adviser Assistant | Stellenbosch, Western Cape **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 07 Feb 2024 **Reference Number**: POS08244 **Closing...

Job description:PSG is recruiting for an exciting and challenging career opportunity for a Regional Administrator to provide regional management, operational management and projects support to the Regional Manager.Responsibilities: Operational support to wealth advisers Communication to wealth advisers/assistants & offices Diary management and travel...

Administrator Investment Absa Wealth Ops page is loaded Administrator Investment Absa Wealth Ops Apply locations Cape Town time type Full time posted on Posted 8 Days Ago job requisition id R Empowering Africa's tomorrow, story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a...

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:...

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...

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...

A company in Stellenbosch is looking for a Finance Administrator.Duties & ResponsibilitiesExperience with SARS efiling would be advantageous;Ability to process large amounts of daily SARS applications, specifically FIA AIT (Foreign Investment Allowance, Approval for International Transfer) applications;Overview and management of a full SARS process and...

A company in Stellenbosch is looking for a Finance Administrator.Duties & ResponsibilitiesExperience with SARS efiling would be advantageous;Ability to process large amounts of daily SARS applications, specifically FIA AIT (Foreign Investment Allowance, Approval for International Transfer) applications;Overview and management of a full SARS process and...

A company in Stellenbosch is looking for a Finance Administrator.Duties & ResponsibilitiesExperience with SARS efiling would be advantageous;Ability to process large amounts of daily SARS applications, specifically FIA AIT (Foreign Investment Allowance, Approval for International Transfer) applications;Overview and management of a full SARS process and...

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...