Executive Assistant Wealth

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...

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...

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...

Are you a seasoned sales leader in the Wealth Management, Private Banking, or related fields, ready to take on a high-impact leadership role in a stunning island setting? We are seeking an exceptional individual to head up our sales and distribution efforts in Mauritius and surrounding regions. This is an incredible opportunity to drive growth, build a...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Disclaimer** - As an applicant, please...

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...

Join my award winning client reporting into the Managing Director as an Executive Assistant if you have the relevant experience working with an Executive in the Financial Services Industry.Responsibilities:Manage the MD's diary and travel arrangements Manage events hosted by the MDArrange and set up training sessions with relevant service providersPut...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Portfolio Administrator Assistant **to join their team in **Cape Town**. **To qualify for this position, you need**: - Matric - At least 2 years of experience in administration - Great administrative skills - Excellent communication skills and telephone...

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...

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...

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...

Our client, is looking for a wealth manager to join their team in Pretoria. The role is client-facing and will initially focus on existing clients and once established grow a new client base of high nett worth individuals. For the first 12 months this role is salary based, this will be negotiated based on your qualifications/certifications,...

Job Title: Assistant Group Financial ManageriGrow Wealth Investments, a leading property investment company, is seeking a highly skilled Assistant Group Financial Manager to support the Group Financial Manager in overseeing the financial operations of the company and its subsidiaries.Key Responsibilities:Financial Reporting & Analysis: Assist in preparing...

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...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Conveyancing Attorney **to join their team in **Cape Town**. **To qualify for this position, you need**: - LLB degree - Admitted Attorney and Conveyancer - Admitted conveyancer with a minimum of 3 - 5 years’ experience practicing as a conveyancer post...

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,...

Wealth Management Associate (WMA) R25k - R30k Cape 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,...

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,...

We are looking for an individual that like our company, are young, dynamic, forward thinking and looking to be an industry leader. The company has created a hardworking culture with an emphasis on strong teamwork through a friendly atmosphere and environment. This position is for those looking to build a long-term career in Real Estate; the company is...

**Designation**: Wealth Adviser Assistant/Paraplanner | Stellenbosch, Western Cape **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 18 Sep 2024 **Reference...