Financial Services Professional
1 day ago
About The Recruitment Council
We are seeking a highly motivated Wealth Analyst to join our team of financial professionals. This role will play a pivotal part in delivering exceptional service to high-net-worth clients.
Key Responsibilities:
- Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance updates.
- Proposal Development: Craft compelling proposals tailored to clients' unique financial needs and goals.
- Meeting Support: Attend client meetings alongside Wealth Managers, take detailed notes, and follow up on action items.
- Communication: Prepare insightful meeting recaps and reports, highlighting key takeaways and next steps.
- Financial Expertise: Stay up-to-date on financial products, strategies, and risk management solutions.
- Wealth Manager Support: Provide comprehensive support to Wealth Managers, including meeting preparation, research, and report drafting.
- Compliance: Ensure all activities adhere to regulatory guidelines and industry best practices.
- Client Onboarding: Facilitate a seamless onboarding experience for new clients.
- Administrative Support: Manage CRM data, coordinate with third-party providers, and handle client requests.
Education & Experience:
- Bachelor's degree in finance or a related field.
- 5+ years of experience in wealth management.
- CFP/CFA designation preferred.
Skills:
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal abilities.
- Proficient in Microsoft Office Suite, Bloomberg, and/or Morningstar.
Estimated Salary: $120,000 - $150,000 per annum
-
Financial Services Professional
4 weeks ago
Stellenbosch, Western Cape, South Africa Sagen Advisory Full timeAbout the RoleWe are seeking an experienced Senior Bookkeeper to join our team at Sagen Advisory in Stellenbosch. The ideal candidate will have a strong background in accounting and bookkeeping, preferably with a minimum of 3 years experience in a firm environment.About the JobThis is an excellent opportunity for someone with the required qualification and...
-
Senior Financial Professional
4 weeks ago
Stellenbosch, Western Cape, South Africa Gap Consulting Full timeWe are seeking an experienced Senior Financial Professional to join our team at Gap Consulting.About the RoleThis is a challenging opportunity for a skilled Chartered Accountant to lead and contribute to financial operations in the FMCG industry. With a focus on financial management, leadership, and technical expertise, you will play a crucial role in...
-
Financial Services Specialist
2 months ago
Stellenbosch, Western Cape, South Africa The Recruitment Council Full timeJob Title: Wealth AnalystOverview:The Recruitment Council is seeking a highly skilled Wealth Analyst to support our team of financial professionals. As a key member, you will play a pivotal role in delivering exceptional service to our high-net-worth clients.Responsibilities:Client Engagement: Build strong relationships with clients, conduct portfolio...
-
Financial Services Manager
5 days ago
Stellenbosch, Western Cape, South Africa Wild Dreams Hospitality Full timeFinancial Services Manager Job DescriptionWe are seeking a highly experienced Financial Services Manager to join our team at Wild Dreams Hospitality. In this role, you will be responsible for leading the accounting team, overseeing financial activities, and implementing effective financial procedures.About the RoleThe ideal candidate will have a strong...
-
Financial Professionals
2 months ago
Stellenbosch, Western Cape, South Africa Helderberg Personnel cc Full timeKey ResponsibilitiesAs a Financial Graduate, you will be responsible for:Managing financial dataAnalysing financial performanceProviding financial insightsDeveloping financial modelsImplementing financial strategiesRequirementsTo be successful in this role, you will need:A Bachelors degree in Finance, Accounting, Economics, or a related fieldStrong...
-
Senior Financial Professional
1 month ago
Stellenbosch, Western Cape, South Africa Sagen Advisory Full timeAbout Sagen AdvisoryWe are a well-established medium-sized accounting and consultancy firm based in Stellenbosch, seeking an experienced finance professional to join our team. With a strong reputation for excellence, we pride ourselves on providing top-notch services to our clients.Job SummaryThis is an excellent opportunity for a talented individual to take...
-
Cape Winelands Financial Professional
1 month ago
Stellenbosch, Western Cape, South Africa Sagen Advisory Full timeJob Title: Cape Winelands Financial ProfessionalWe are seeking an experienced Bookkeeper or Financial Administrator to join our team in the picturesque region of Cape Winelands. This is an excellent opportunity for a professional with a passion for finance and accounting to make a meaningful contribution to our organization.About the RoleThe successful...
-
Senior Financial Professional
2 months ago
Stellenbosch, Western Cape, South Africa Sagen Advisory Full timeWe are seeking a skilled Senior Financial Professional to join our team at Sagen Advisory. This role will provide support to the Divisional Accountant and Senior Financial Manager, ensuring the completeness, accuracy, and timely submission of financial information.The ideal candidate will have at least 2 years of solid accounting experience, with a degree,...
-
Financial Services Professional
4 weeks ago
Stellenbosch, Western Cape, South Africa Sagen Advisory Full timeOverviewSagen Advisory, a reputable assurance and accounting firm, is seeking an exceptional Audit Senior to join our team. Our company renders a wide range of services in accordance with our core values and objectives.Salary and BenefitsThe ideal candidate can expect a competitive salary of R25,000 to R40,000 per month, depending on experience.Job...
-
Hospitality Service Professional
1 day ago
Stellenbosch, Western Cape, South Africa Wild Dreams Hospitality Full timeJob Description:We are seeking a highly skilled Hospitality Service Professional to join our team at Wild Dreams Hospitality. As a key member of our team, you will be responsible for delivering exceptional customer experiences and ensuring the highest level of service in our restaurant.The ideal candidate will have previous experience as a Waiter or Runner,...
-
Senior Financial Reporting Professional
3 weeks ago
Stellenbosch, Western Cape, South Africa Communicate Recruitment Full timeJob OverviewWe are seeking an experienced Senior Financial Reporting Professional to join our team at Communicate Recruitment. As a key member of our finance department, you will play a crucial role in preparing and reviewing financial reports for our clients.About the RoleThe successful candidate will have a strong background in accounting and financial...
-
Financial Services Trainee
2 months ago
Stellenbosch, Western Cape, South Africa Sagen Advisory Full timeSAIPA Trainee Accountant Contract OpportunityAbout the RoleSagen Advisory, a reputable Assurance, Accounting and Consulting firm in Stellenbosch, offers a unique contract opportunity for a SAIPA Trainee Accountant in 2025.ResponsibilitiesThe successful candidate will be responsible for:Preparing client reports.Performing accounting tasks.Completing...
-
Senior Financial Reporting Professional
4 weeks ago
Stellenbosch, Western Cape, South Africa Communicate Recruitment Full timeCompany Overview">We are a leading recruitment agency, Communicate Recruitment, and we are seeking a highly skilled Group Accountant to join our team. Our ideal candidate will have excellent financial management skills and experience in accounting and compliance.">About the Role">This is an exciting opportunity for a motivated and experienced professional to...
-
Financial Services Specialist
2 months ago
Stellenbosch, Western Cape, South Africa The Recruitment Council Full timeJob Title: Wealth AnalystKey Responsibilities:The Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables.Key Responsibilities:Client Liaison & Retention Management:The Wealth...
-
Stellenbosch, Western Cape, South Africa Capital H Staffing and Advisory Solutions Full timeCapital H Staffing and Advisory Solutions is seeking a Client Support Consultant to join their team in Stellenbosch. The ideal candidate will have at least 2 years of experience in Customer Success Services and excellent communication skills.The successful candidate will be responsible for facilitating and managing the onboarding process of new clients,...
-
Financial Services Coordinator
4 weeks ago
Stellenbosch, Western Cape, South Africa The Recruitment Council Full timeJob OverviewWe are seeking a highly skilled and experienced Financial Services Coordinator to join our team at The Recruitment Council in Stellenbosch. As a key member of our operations team, you will play a crucial role in supporting our Wealth Advisers and providing exceptional client service.
-
Academic Support Specialist
1 month ago
Stellenbosch, Western Cape, South Africa Stellenbosch University Full timeJob Overview:We are seeking a highly skilled and motivated Academic Support Specialist to join our team at Stellenbosch University. This is an exciting opportunity for a professional with excellent communication and customer service skills to make a meaningful contribution to the academic success of our students.About the Role:The Student Finance Client...
-
Professional Financial Accountant Trainee
1 month ago
Stellenbosch, Western Cape, South Africa BGR Alluvium Full timeOverviewBGR Alluvium Incorporated, a dynamic firm based in Stellenbosch, is seeking highly motivated SAICA trainee accountants who have recently completed their Bachelors or Honours degree in financial accounting or are nearing completion of their degree.Job DescriptionWe offer specialized training programs for our employees across a wide range of service...
-
Senior Financial Professional
1 month ago
Stellenbosch, Western Cape, South Africa Sagen Advisory Full timeAbout Sagen AdvisoryA prominent group within the Cape Winelands is looking to employ a skilled Senior Financial Professional. This group has notable concerns within the Agri, Wine, Hospitality and Property sectors and is a recognized brand.Job SummaryThe purpose of this role will be to provide support to the Divisional Accountant and Senior Financial Manager...
-
Administrative Assistant Financial Services
6 days ago
Stellenbosch, Western Cape, South Africa iStaff Recruitment Full timeAbout the Role:The successful candidate will have a strong understanding of financial administration principles and practices, as well as excellent communication and organizational skills. The ideal candidate will be able to work independently and as part of a team, with a high level of attention to detail and ability to meet deadlines.Key...