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Assistant Wealth Manager Jobs in Western Cape

Jobs 1-10 of 2599

Wealth Manager (cfp) Market-related

 The Talent ExpertsClaremont

Have you built a base in terms of wealth management and eager to transition over to a bigger corporate brand? Is this you? You are an experienced Wealth Manager with a knack for hunting for new clients while you'll be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving firm renowned for its innovative approach to wealth management and client-centric solutions. With a strong


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Wealth Planner Johannesburg / Pretoria

 Nexus RecruitmentSouth Africa  100% Commission based

A once in a lifetime opportunity for new to the Industry candidates. Are you motivated, ambitious and thrive in a challenging environment? Are you dynamic, entrepreneurial and can negotiate at all levels? If you want to determine your own income and have unlimited earning potential , join our world


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Wealth Analyst | Stellenbosch

Stellenbosch  R 540 000 - R 780 000 Per Annum

Our client are seeking a highly motivated Wealth Analyst to join our team of financial professionals Support: Attend client meetings alongside Wealth Managers, take detailed notes, and follow up on action risk management solutions.

  • Wealth Manager Support: Provide comprehensive support to Wealth Managers for new clients.
  • Administrative Support: Manage CRM data, coordinate with third-party providers field.
  • 5+ years of experience in wealth management.
  • CFP/CFA designation preferred.


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    Assistant Manager

     ExlCape Town Region

    system to the team Meeting the SLA Targets Team management and Transaction/Call Monitoring Productivity regulations and information security standards Management reporting and oversight Driving Quality initiatives contributions, soliciting input, and offering personal assistance, when needed Accountable for maintaining compliance Operations Managers, AVP/SAVP for the reporting, settling unresolved issues and escalation Manager, for reporting updates, coaching, mentoring & providing assistance and support when required Subject Matter Experts/


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    Assistant Manager

     ExlCape Town Region

    JOB DESCRIPTION Basic Function: Manage teams and ensure customer satisfaction, Transaction/Call Monitoring achieve your goals. JOB DESCRIPTION Basic Function: Manage teams and ensure customer satisfaction, Transaction/Call


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    Assistant Manager

     ExlCape Town Region

    will be key metrics to be focused on. Attrition management will be a prime deliverable QUALIFICATIONS Should and zeal for continuous improvement • People management skills • Ability to coordinate and liaison with guidelines • Provide answer to Technical Queries and assist the team via the necessary tools • Participating providing event-based and frequency-based feedback • Assist Handling and Good at problem solving • Full time initiatives • Absence and timekeeping and behavioral management of reportees JOB DESCRIPTION Responsible for


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    Assistant Manager

     ExlCape Town Region

    DESCRIPTION Essential Functions Help the Training Manager oversee or coordinate the different training requirements Facilitate training classes as needed Help the Training Manager gather, measure, and analyze data to gauge the contributions, soliciting input, and offering personal assistance, when needed. Ensure compliance with internal clarifying concerns, and seeking feedback and support. Manager for the purpose of settling issues left unresolved updates, coaching, mentoring & providing assistance and support when required. Subject Matter Expert


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    Assistant Manager

     ExlCape Town Region

    JOB DESCRIPTION Technical Skills Good knowledge of MS Office applications like - PowerPoint, MS Word, MS Excel, Outlook, MS Project and MS Visio Internet usage and email access SETA process and online systems SDF experience Process Specific Skills Content designing and development Ability to present


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    Assistant Manager

     ExlCape Town Region

    and visitors. This function includes day to day management of Facility Operations Such as - Housekeeping Housekeeping, F&B Service, Front office management, Cost optimization, Team development, Vendor development saving of 5-7% of approved budget. Vendor management: Managing vendors along with/through pre-designated where service can get impacted. Responsible for managing & maintaining a top class BPO infrastructure and visitors. This function includes day to day management of Facility Operations Such as - Housekeeping


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    Wealth Specialist Johannesburg, Durban Or Cape Town

     Eq-fin BryanstonSouth Africa

    Consider a career as an EQ-FIN Wealth Solutions Specialist At EQ-FIN ( an affiliate of Liberty Group) through excellence that drives quality, and securing wealth by connecting people with life solutions for financial professional environment Job Summary: As an accredited Wealth Solutions Specialist you will provide pro-active qualified client market, thereby assisting them to structure their wealth and ensure a secure financial


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    Average Annual Salary

    for Assistant Wealth Manager jobs in Western Cape
    R 336,379