Absa Wealth Jobs in South Africa - Page 4
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Permanent
- Last 7 days (27)
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Client Relationship Specialist
Isisekelo Recruitment
Umhlanga Rocks
existing clients that form part of an allocated Wealth Specialists team that they work for. These individuals trusting relationship with the Company's private wealth clients, fostering confidence and goodwill with maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted Maintenance, reconciliation and submission of the Wealth team's daily recon template and daily figures Making Making and confirming of appointments with the Wealth Specialist as well as ensuring they have the correct
share this job on whatsappClient Specialist Umhlanga Rocks, South Africa
Pronel PersonnelUmhlanga Rocks
Description A well-established wealth specialist based in Umhlanga is seeking to employ an experienced maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaising with all clients allocated to the Wealth Specialist team as per company's set guidelines cover schedules and will applications submitted by Wealth Specialists are completed correctly and in full
Certified Financial Planner Claremont
The Talent ExpertsClaremont
with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment crucial role in providing technical support to Wealth Managers and preparing comprehensive proposals doing it You'll be joining a well-known and trusted wealth manager who has been looking after their clients clients for over 30 years. They manage the wealth of individuals and families as well as offering fiduciary years of working experience as a Paraplanner within wealth management. Strong computer literacy, including
Paraplanner (cfp) Market-related
The Talent ExpertsClaremont
with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment crucial role in providing technical support to Wealth Managers and preparing comprehensive proposals doing it You'll be joining a well-known and trusted wealth manager who has been looking after their clients clients for over 30 years. They manage the wealth of individuals and families as well as offering fiduciary years of working experience as a Paraplanner within wealth management. Strong computer literacy, including
Compliance Administrator Ysterplaat
Ca Financial AppointmentsYsterplaat
My client, a leader in the Wealth industry is seeking a Compliance Administrator to mitigate risk for Fit and Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter Assisting re-allocation of clients when a Private Wealth Manager resigns Assisting Compliance Manager with Requirements: 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
Compliance Administrator Market Related
Ca Financial AppointmentsYsterplaat
My client, a leader in the Wealth industry is seeking a Compliance Administrator to mitigate risk for Fit and Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter Assisting re-allocation of clients when a Private Wealth Manager resigns Assisting Compliance Manager with Requirements: 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
Client Specialist Umhlanga
Yates RecruitmentUmhlanga Rocks
existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide build a trusting relationship with the private wealth clients, fostering confidence and goodwill with Management (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily
Client Relationship Specialist
Yates RecruitmentUmhlanga Rocks
existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide build a trusting relationship with the private wealth clients, fostering confidence and goodwill with Management (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily
Legal Bookkeeper Southern Suburbs
Dante Group Pty LtdSouth Africa
platforms: Corporate Saver, Standard Bank TPFA, ABSA AMS Opening and closing of Investments on all platforms bank reconciliations: FNB, Nedbank, Standard Bank, ABSA Management of advocate payments during the month
Legal Bookkeeper
Dante Group Pty LtdSouth Africa
platforms: Corporate Saver, Standard Bank TPFA, ABSA AMS Opening and closing of Investments on all platforms bank reconciliations: FNB, Nedbank, Standard Bank, ABSA Management of advocate payments during the month
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