Personal Finance and Wealth Manager

About the RoleWe are seeking an experienced and highly skilled Executive Assistant to join our Private Wealth team. As a key member of the team, you will provide administrative support to our Portfolio Managers, ensuring seamless execution of tasks and projects.Main ResponsibilitiesManage office administration, including switchboard operations, hostess...

About the Role:We are seeking a Wealth Management Assistant to join our team at Saint-Gobain Africa.The successful candidate will be responsible for servicing clients, assimilating investment values, and preparing retirement planning documents.Key Responsibilities:Servicing of clientsAssimilate investment/fund values, investment performance statistics, and...

A well known and Nationally established Company is looking for a Wealth Manager.The Wealth Manager is responsible for:Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;Support to Wealth Planners in terms of generating new business and preparing proposals for new and existing clients.Your:Formal...

A well known and Nationally established Company is looking for a Wealth Manager.The Wealth Manager is responsible for:Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;Support to Wealth Planners in terms of generating new business and preparing proposals for new and existing clients.Your:Formal...

Your:Formal EducationMatricAppropriate Tertiary qualifications would be advantageousExperienceAppropriate Administrative experience in the financial services industry is essentialCritical CompetenciesExcellent knowledge of English (read, write)Excellent knowledge of Afrikaans (read, write, speak)will enable you to fullfill the following duties:Servicing of...

Supporting Our TeamWe are looking for a dedicated and highly organized individual to join our team as a Corporate Support Specialist. This role will provide essential support to our Portfolio Managers, ensuring seamless execution of tasks and projects.Main ResponsibilitiesOffice Management: Switchboard operations, hostess duties, refreshment orders,...

We are seeking a Wealth Management Professional who can provide expert advice to our clients on managing their wealth. You will be responsible for analyzing client data, developing personalized investment strategies, and implementing effective solutions.What We OfferA competitive salary and benefits packageOngoing training and professional development...

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 R200 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore...

We are committed to empowering our customers to achieve their financial goals. As a Financial Advisor, you will play a key role in helping them make informed decisions about their financial futures.Key ResponsibilitiesBuilding relationships with clients to understand their financial needsProviding sound financial advice and recommendationsImplementing...

We are seeking a talented and motivated individual to join our team as an Aspiring Financial Advisor. In this role, you will have the opportunity to work with a dynamic team of professionals who are passionate about empowering Africans through personal finance.Your primary responsibility will be to identify customers' financial needs, provide expert advice,...

Job Position: Operations/Finance/Business ManagerRef: 4928Location: PE/GqeberhaSalary: Excellent package commensurate with qualification and experience Email your updated CV to recruit@onlinepersonnel.co.zaQualifications / Requirements:• B.Com (Finance, Business or Law Degree)• MBA highly advantageous• Must be commercially minded• Minimum of 5 years...

Overview:Our client is seeking a dynamic and entrepreneurial Financial Manager to oversee the company's financial management functions and contribute to business operations. This individual will lead the finance team, ensure compliance and efficiency in financial processes, and leverage experience in property and/or investments to support strategic...

Well established automotive company are seeking a qualified and experienced applicant to join their dynamic team. As a direct report to the Finance Director, the personal assistant's role is to assist and support with the coordinating, preparation and administration of daily activities in order to improve the efficient and effectiveness of the office. To...

Well established automotive company are seeking a qualified and experienced applicant to join their dynamic team. As a direct report to the Finance Director, the personal assistant's role is to assist and support with the coordinating, preparation and administration of daily activities in order to improve the efficient and effectiveness of the office. To...

Job title : Personal Shopper (Access Park)Job Location : Eastern Cape, Port ElizabethDeadline : April 19, 2025Quick Recommended LinksJobs by Location Job by industries Job Description :As a personal concierge shopper, you will be required to offer advice and guidance on products, prepare orders for delivery, and assist with customer queries. You should...

Job title : Personal Shopper (Access Park)Job Location : Eastern Cape, Port ElizabethDeadline : April 19, 2025Job DescriptionAs a personal concierge shopper, you will be required to offer advice and guidance on products, prepare orders for delivery, and assist with customer queries. You should demonstrate excellent communication skills and strive to exceed...

Job Description:We are seeking a highly experienced Finance and Operations Manager to join our team in Port Elizabeth. The ideal candidate will have a strong background in finance and operations, with experience in managing financial operations and reporting.The successful candidate will be responsible for managing financial operations, including budgeting...

Key Responsibilities:Process cash book entries and perform bank reconciliations.Manage petty cash, including disbursements, replenishments, and reconciliations.Prepare EFT requisitions and ensure supporting documentation complies with company SOPs and mandates.Assist with reception duties as needed.Process debtor and cash sales invoicing accurately and...

Company OverviewWe Buy Cars is a leading provider of vehicle financing solutions, offering a range of financial services to our clients. We are seeking a highly motivated and experienced professional to join our team as a Trainee Finance and Insurance Manager.Key ResponsibilitiesManage the financial aspects of vehicle transactions, including submitting...

**Job Overview**Ubuntu Resource Management Johannesburg is seeking an experienced Financial Controller to lead our finance team and drive financial excellence. This is a challenging opportunity for a highly motivated individual to join our dynamic organization and contribute to our growth and success.About You:You have a strong background in finance, with...