Jobs: wealth
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Wealth Adviser Assistant
21 hours ago
Northcliff, South Africa PSG Wealth Distribution Full time**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...
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Wealth Adviser Assistant
2 days ago
Pietermaritzburg, South Africa PSG Wealth Distribution Full time**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...
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Wealth Adviser Assistant
1 week ago
Pietermaritzburg, South Africa PSG Wealth Distribution Full time**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...
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Wealth Adviser Assistant
1 week ago
Rosebank, South Africa PSG Wealth Distribution Full time**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...
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Wealth Adviser Assistant
4 days ago
Paarl, South Africa PSG Wealth Financial Planning Full time**VACANCY | WEALTH ADVISER ASSISTANT | PAARL, WESTERN CAPE | PERMANENT** 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...
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Wealth Manager
2 days ago
Cape Town, South Africa Capital Assignments Full timeOur client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an experienced Wealth Manager & afford them the opportunity to on...
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Wealth Manager
21 hours ago
Pretoria, South Africa CA Financial Appointments Full timeEstablished wealth management team who offer their clients tailored and holistic investment and wealth planning solutions, seek a passionate Wealth Manager for their Gauteng region. Fantastic team culture of collaborative and professional team members. **Responsibilities**: - Introduce new clients to our business, focussing on higher equity clients -...
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Wealth Manager
21 hours ago
Pretoria, South Africa Express Pros Fourways Full timeThe responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments. To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ability to commute/relocate: - Pretoria,...
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Wealth Assistant
21 hours ago
Pretoria, South Africa RPO Recruitment Full timeRPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners...
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Wealth Assistant
3 days ago
Bellville, South Africa RPO Recruitment Full timeRPO Recruitment is currently looking for a dedicated and detail-oriented Wealth Assistant to join our client's team in Bellville. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners...
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Wealth Administrator
20 hours ago
Cape Town, South Africa Sable Group Full time**Are you energetic, ambitious and looking to develop your career? Our Cape Town Wealth department is looking to add a Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We are looking for someone with an interest in the industry who is looking to diversify their...
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Wealth Assistant
Found in: Talent ZA C2 - 3 days ago
Port Elizabeth, South Africa RPO Recruitment Full timeRPO Recruitment's client is currently looking for a dedicated and detail-oriented Wealth Assistant to join our client's team in Gqeberha. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals.The main objective of this role is to assist the Wealth...
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Durban, South Africa GCI Wealth Full timeA Financial Service Provider based in Hilcrest Kwazulu Natal, is currently looking for an experienced and qualified Administrator, who will assist the Wealth Manager with the presales administration process, the product implementation administration process, and the post administration process. This involves working with various insurance companies, clients...
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Wealth Administrator
2 days ago
Cape Town, South Africa Sable Group Full time**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 are looking for someone with interest in the industry who is looking to...
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Wealth Manager
Found in: Talent ZA C2 - 1 week ago
Cape Town, South Africa PPS Recruitment Full timeThe purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client’s personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey....
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Wealth Administrator
7 days ago
Cape Town, South Africa Sable International Full timeSable 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...
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Client Service Specialist
1 week ago
Florida, South Africa GCI Wealth Full timeA Financial Service Provider in Florida Gauteng is currently looking for experienced and qualified Client Services Specialists, who will assist with the presales administration process, the product implementation administration process, and the post administration process. This involves working with various insurance companies, clients and Wealth...
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Operational Risk Manager
4 days ago
Sandton, South Africa Adcorp Holdings Full time**Synopsis** We have Operational Risk Manager position to support the management of wealth division in setting and executing actions managing all aspects of risk within the business units of Wealth Division. This includes the identification, assessment, measurement, monitoring, reporting of risk, and the identification of key controls to mitigate risk. The...
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Wealth Administrator
2 days ago
Cape Town, South Africa Sable Group Full time**Are you energetic, ambitious and looking to develop your career? Our Cape Town Wealth department is looking to add a Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We are looking for someone with an interest in the industry who is looking to diversify their...
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Operational Risk Manager
Found in: Adzuna ZA B C2 - 3 days ago
Sandton, South Africa Adzuna ZA B C2 Full timeWe have Operational Risk Manager position to support the management of wealth division in setting and executing actions managing all aspects of risk within the business units of Wealth Division. This includes the identification, assessment, measurement, monitoring, reporting of risk, and the identification of key controls to mitigate risk. The incumbent will...