Senior Wealth Management Assistant

Executive Assistant - Wealth ManagementCA Financial Appointments is seeking a highly experienced Executive Assistant to support our Wealth Management team. The ideal candidate will have a strong understanding of wealth management, financial regulations, and business operations.Key Responsibilities:Manage the diary and needs of the Wealth Manager/CEO,...

Executive Assistant - Wealth ManagementCA Financial Appointments is seeking a highly skilled Executive Assistant to support our Wealth Management team. The ideal candidate will have a strong understanding of wealth management, financial regulations, and business operations.Key Responsibilities:Manage the diary and needs of the Wealth Manager/CEO, ensuring...

Wealth Management Support RoleTo provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of The Recruitment Council.Key ResponsibilitiesPreparing detailed and complex proposals and financial needs analyses for clients.Providing technical...

Assistant Group Financial ManagerIGrow Wealth Investments, a leading property investment company in South Africa, seeks a highly skilled and experienced Assistant Group Financial Manager to join their team in Cape Town.The ideal candidate will have a strong background in financial management, accounting, and corporate finance, with a proven track record of...

Role OverviewThe Wealth Advisory team is seeking a skilled Wealth Manager to build and maintain a book of high-net-worth clients. The ideal candidate will have a strong understanding of risk management and be able to create customized wealth plans to nurture prosperity and security for clients throughout their financial life journey.Key...

Job Title: Wealth Management AssociateThe primary objective of this role is to provide exceptional support to a wealth manager, effectively managing deadline-driven tasks with a focus on client-centricity, professionalism, and trust.This position requires a strategic partner to the wealth manager, meticulously handling deadlines, paperwork, and operational...

The Wealth Management Associate plays a pivotal role in delivering exceptional support to wealth managers, ensuring timely completion of deadline-driven tasks with a client-centric approach. The ideal candidate will possess a high level of attention to detail and ability to work under pressure, with a strong understanding of financial planning principles and...

Wealth Management AssociateSet Consulting is seeking a highly skilled and organized Wealth Management Associate to join our team in Cape Town. As a key member of our financial services team, you will provide administrative support to our Wealth Managers while serving as a strategic partner.Key ResponsibilitiesAdministrative SupportPrepare and collate new...

Exciting Opportunity for a Finance Admin Assistant at IGrow Wealth InvestmentsWe are seeking a highly organized and detail-oriented Finance Admin Assistant to join our team at IGrow Wealth Investments in Cape Town. As a key member of our accounting firm, you will be responsible for providing administrative support to our finance team and ensuring the smooth...

Wealth Manager RoleThe primary objective of the Wealth Manager is to effectively communicate the value proposition to ideal clients, thereby driving an increase in Assets Under Management (AUM) in line with targets. This involves cross-selling business services, providing exceptional client service in accordance with Service Level Agreements (SLAs), and...

Wealth Management AssociateSet Consulting is seeking a highly organized and detail-oriented Wealth Management Associate to join our team in Cape Town. As a key member of our financial services team, you will provide administrative support to our Wealth Managers while serving as a strategic partner.Key ResponsibilitiesAdministrative Support: Prepare and...

Job Title: Wealth ManagerWe are seeking a highly skilled and experienced Wealth Manager to join our team at PPS Recruitment. As a Wealth Manager, you will be responsible for building and maintaining a book of wealth clients, providing personalized financial planning and investment advice, and creating customized wealth plans to meet their unique needs and...

Job Title: Wealth ManagerThe primary objective of this role is to effectively communicate the value proposition to ideal clients, thereby driving an increase in Assets Under Management (AUM) in line with set targets. Additionally, the successful candidate will be responsible for cross-selling business services, delivering exceptional client service in...

Unlock Your Potential as a Wealth Management ProfessionalWe are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management team, you will have the opportunity to work with high net worth clients, providing expert advice and guidance on offshore...

Unlock Your Potential as a Wealth Management ProfessionalWe are seeking experienced Wealth Managers and Financial Planning professionals to join our team at Click and Connect Online Limited. As a Wealth Management Specialist, you will play a key role in supporting High Net Worth (HNW) clients with offshore and onshore advice for a highly reputable wealth...

Wealth Manager Role OverviewThe Wealth Advisory team at PPS Recruitment is seeking an experienced Wealth Manager to join our team. As a key member of our team, you will be responsible for building and maintaining a book of wealth clients through discovery of their personal needs, goals, and aspirations, as well as risk management profiles.Key...

Wealth Manager OpportunityThe Wealth Advisory team at PPS Recruitment is seeking an experienced Wealth Manager to join our dynamic team. As a key member of our team, you will be responsible for building and maintaining a book of high-net-worth clients, providing personalized wealth management services, and creating customized wealth plans to meet their...

Join Our Team as a Wealth Management SpecialistWe are seeking an experienced Wealth Management Specialist to join our team in Johannesburg. As a Wealth Management Specialist, you will be responsible for providing expert advice to HNW clients on offshore and onshore investment products and financial planning services.Key Responsibilities:Provide comprehensive...

Unlock Your Potential as a Wealth Management ProfessionalWe are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Independent Resourcing Consultancy Ltd. As a key member of our team, you will play a vital role in supporting High Net Worth (HNW) clients with offshore and onshore advice, providing a wide range of...

Key ResponsibilitiesAs a FIC Compliance Officer at IGrow Wealth Investments, you will be responsible for ensuring the company's compliance with FICA requirements and regulations.Key Tasks:Identify and report suspicious transactions to the FIC in a timely and efficient manner.Register with the FIC and submit regulatory reports as required.Implement a...