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Wealth Management Jobs in Cape Town

Jobs 1-10 of 43

Wealth Management And Advisory Specialists - Johannesburg, Pretoria, Durban And Cape Town

 Eq-fin BryanstonSouth Africa

Consider a career as an EQ-FIN Wealth Management and Advisory Specialist At EQ-FIN ( an affiliate of environment Job Summary: As an accredited Wealth Management and Advisory Specialist you will provide pro-active


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Wealth Management Specialist Johannesburg, Pretoria, Durban Or Cape Town

 Eq-fin BryanstonSouth Africa

Consider a career as an EQ-FIN Wealth Management and Advisory Specialist At EQ-FIN ( an affiliate of environment Job Summary: As an accredited Wealth Management and Advisory Specialist you will provide pro-active


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Senior Paraplanner

 Loren Robertson RecruitmentCape Town Region

Paraplanner to join a well renowned boutique wealth management firm in the southern suburbs of Cape Town who has experience as a Paraplanner within wealth management, preparing detailed and complex proposals and existing clients. Prepare Goals Based Wealth Management proposals and reports for clients. Prepare maintenance of wealth management products / strategies Assist Wealth Managers and Wealth Management Associates Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure


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Senior Paraplanner Cape Town

 Loren Robertson RecruitmentCape Town Region

Paraplanner to join a well renowned boutique wealth management firm in the southern suburbs of Cape Town who has experience as a Paraplanner within wealth management, preparing detailed and complex proposals and existing clients. Prepare Goals Based Wealth Management proposals and reports for clients. Prepare maintenance of wealth management products / strategies Assist Wealth Managers and Wealth Management Associates Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure


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Certified Financial Planner Claremont

 The Talent ExpertsClaremont

strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing crucial role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial You'll be joining a well-known and trusted wealth manager who has been looking after their clients for working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency


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Paraplanner (cfp) Market-related

 The Talent ExpertsClaremont

strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing crucial role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial You'll be joining a well-known and trusted wealth manager who has been looking after their clients for working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency


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Compliance Administrator

Ysterplaat  Market related

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  • Fit and Proper checks for New Wealth Managers
  • Ensuring all New Wealth Managersare ng re-allocation of clients when a Private Wealth Manager resigns
  • Assisting Compliance Manager ul>
  • 5 years Onshore experience in the wealth management industry, with Offshore experience (advan


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  • A Advisor Cape Town

     Careerline RecruitmentSouth Africa

    a Financial Advisor to join a diversified wealth management company focused on delivering real value to Schemes, Retail Retirement Fund Industry and Wealth Management. History of building strong relationships


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    Hiring A Financial Advisor For Our Client (oasis Group Holdings) In Cape Town Market Related

     Careerline RecruitmentSouth Africa

    a Financial Advisor to join a diversified wealth management company focused on delivering real value to Schemes, Retail Retirement Fund Industry and Wealth Management. History of building strong relationships


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    Actuarial And Quantitative Professionals

    Cape Town City Centre  600 000

    within the world of banking, insurance, and wealth management where your abilities are not just valued,


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