top companies in cape town

Job Purpose: To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must be able to show abilities of business management and financial planning to be able to grow their business and support their clients and to address various financia...

Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with established business protocols. As a financial ...

Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with established business protocols. As a financial ...

The 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. Create develop, implement and maintain customized...

The 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. Create develop, implement and maintain customized...

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients' trust through expertise and ...

Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that the Advisor projects a professional, competent and caring image to the outside world, including clients, prospects and ...

Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the companys story to as many ideal clients, to ensure increase in AUM as per targets, to cross sell the services of the ...

JOB DESCRIPTION | WEALTH ASSISTANT CAPE TOWN Job summary One of our esteemed clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position of Wealth Assistant. The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on investme...

Wealth Banker - Pipeline Cape Town page is loaded Wealth Banker - Pipeline Cape Town Apply locations Cape Town time type Full time posted on Posted Yesterday job requisition id R-15962719 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers ...

Wealth Banker - Pipeline Cape Town page is loaded Wealth Banker - Pipeline Cape Town Apply locations Cape Town time type Full time posted on Posted 3 Days Ago job requisition id R-15962719 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers...

Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with established business protocols. As a financial ...

Job Classification Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage Self: Professional FAIS Affected FAIS Affected - Yes Job Purpose To manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy. Job Responsibilities Contribute to a culture conducive to...

Key Responsibilities:Administrative support to Wealth Manager:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client specific queries and implementation of instructions.Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth ManagerManage the pr...

Key Responsibilities: Administrative support to Wealth Manager: Prepare and collate new client onboarding documentation. Oversee the management and updating of client CRM profile. Liaise with external and internal providers on client specific queries and implementation of instructions. Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth Manager Manage ...

Role specification: Financial Consultant The deVere Group, a member of the CISI (Chartered Institute for Securities & Investment), is the world s largest independent financial consultancy group. With offices in over 60 countries, the business has over 6

Job Description Are you ready to broaden your scope of opportunity and skillset as a Property Consultant & Investment professional? We are currently seeking experienced Property Consultants & Investment professionals for Specialist Property roles with a passion for continuously developing themselves in order to best support their client s investment needs. The role will consist of supporting HNW ...

Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You've got the admin skills with a can-do attitude and on top of this, you are passionate about financial planning. What you'll be doing (and why you'll enj...

Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You've got the admin skills with a can-do attitude and on top of this, you are passionate about financial planning. What you'll be doing (and why you'll enj...

Wealth Manager Administrators Location: Cape Town Northern Suburbs Start Date: ASAP Senior administrative team lead - Team management experience preferable Remuneration: R18 000 - R 28 000 General investment administrator - Strong insurance and investment administration skills required. Remuneration R 15 000 - R30 000 Requirements: 3 - 5> Years insurance and investments administration experience ...

Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the companys story to as many ideal clients, to ensure increase in AUM as per targets, to cross sell the services of the ...

Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory specialists.Responsibilities:Personal and Juristic Tra...

Our client, a leading Wealth & Investment Firm is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division. This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client's business strategy.Job Responsibilities: Ensuring...

Our client, a leading Wealth & Investment Firm is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division. This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client's business strategy.Job Responsibilities:Ensuring ...