Wealth Investment Administrator

**Job Title**: Administrator / Investment Support Assistant **Location**: Cape Town, South Africa **Company Overview**: Oakham Wealth Management, a UK-based investment management firm, is seeking a highly organized Administrator / Investment Support Assistant to join our remote team in. As a boutique company, this role is essential for supporting our...

Overview Mont Blanc is committed to delivering comprehensive and tailored insurance solutions to clients, with a strong emphasis on client satisfaction and innovative risk management. We are seeking a skilled and organized individual for our Stellenbosch Branch, to assist our Financial Advisors with the administration and preparation of financial planning...

Designation : Wealth Adviser | Stellenbosch, Western Cape | Permanent Category: Client / Intermediary Services Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: PSG Financial Services Posted on: 29 Sep Reference Number : POS Closing date : 06-Oct- Position Type : Permanent...

Job description:The successful candidate will be responsible for administration & interacting with clients by managing relationships and providing client services. You will ensure new business implementation, reception duties and excellent office administrative skills.Responsibilities:·     Gather Policy information·     Compile a summary of...

**Reference**:9759 CM **Consultant**:Christa Mostert - Assist and support by dealing with client queries telephonically or by written correspondence as required. - Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. - Work closely with Wealth Adviser - Provide ongoing feedback to clients. - Preparing and...

**Designation**: - Wealth Adviser Assistant | Stellenbosch, Western Cape | Permanent **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**: - 16 May 2025 **Reference...

Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future, and shape our destiny as a proudly African group. Job Summary To build...

Overview 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 R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. Job description: PSG has an exciting...

Capital Raising:Raise capital across private credit, venture capital, private equity, direct property, hedge funds and multi-asset products (funds, co-invests, SPVs).Build and convert a segmented pipeline (family offices, wealth partners, institutions, charities).Build and deepen SA market networks; run disciplined roadshows and deal processes, coordinating...