Wealth Manager 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...

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...

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...

Job OverviewWe are seeking a highly skilled Financial Planner to join our team at Cross Wealth Financial Services.

**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 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...

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 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•...

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,...

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...

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,...

iGrow Wealth Investments: A Leader in Property InvestmentWe are looking for a highly organized Facilities Administrator to manage our property portfolio. The successful candidate will have at least 1 year of experience in property administration and be proficient in RedRabbit.Key responsibilities include:Managing day-to-day maintenance tickets on the rental...

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...

**Wealth Manager**: - Job Reference: LRXY9336 - Date Posted: 21 August 2024 - Recruiter: Independent Resourcing Consultancy - Location: Cape Town, Western Cape - Salary: On Application - Bonus/Benefits: Attractive Package - Sector: Wealth Management - Job Type: Permanent - Contact: Maria Inglis **Are you ready to broaden your scope of opportunity and...

My client in the Wealth Industry is seeking a suitably experienced Executive Assistant within the Wealth Space. You must have a strong understanding of Wealth Management, Financial Regulations and Business Operations to be considered for this exciting opportunity.Responsibilities: Assist the Wealth Manager/CEO, efficiently and effectively manage their diary...