Wealth Managers

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...

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 advice. The...

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...

Who are we? 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 R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...

Reference: 10819 CM Consultant: Christa Mostert Job Description: Gather Policy information Compile a summary of information Research product information Handle new application and quotations Handle and solve client enquiries (all existing business enquiries) Diary management for new and existing business cases Diary management for Wealth Adviser Arrange...

**Designation**: - Investment Administrator | 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**: - 28 Jan 2022 **Reference...

Job OverviewApplication Deadline: 3 January 2026Job Location: Stellenbosch, Western CapeJob Title: Senior AdministratorEducation Level: CertificateJob Level: SeniorMinimum Experience: 5- 7 YearsSenior Administrator required in Stellenbosch.Duties and Responsibilities:Gather Policy informationCompile a summary of informationResearch product informationHandle...

A financial services company in Stellenbosch is seeking an experienced paraplanner to support their financial advisors. The ideal candidate will have at least 4 years of experience in a similar role, possess strong analytical skills, and demonstrate excellent communication abilities in English and Afrikaans. The position is full-time, requiring attention to...

We are seeking an experienced and dedicated paraplanner to join our team in Stellenbosch. The ideal candidate will provide comprehensive support to our financial advisors, ensuring the efficient and accurate management of client portfolios. This role is critical to our team's success, requiring a detail-oriented professional with a strong understanding of...

Designation:Investment Administrator | Stellenbosch, Western Cape | PermanentCategory:Administration and OperationsJob Level:Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by:PSG Financial ServicesPosted on:18 Dec 2025Reference Number:POS40664Closing date:05-Jan-2026Position...