wealth management jobs in cape town

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description A great opportunity to join the Multi Manager business of Old Mutual Wealth as Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description A great opportunity to join the Multi Manager business of Old...

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionA great opportunity to join the Multi Manager business of Old Mutual Wealth as Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionA great opportunity to join the Multi Manager business of Old M...

PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Our business consists of three operating div...

Introduction Wealth management company that specialises in the trust space. Profile 3 years GreatSoft experience and a Bcom degree in Accounting/Financial Accounting

Our client is in search of an experienced Business Analyst to join their team in Cape Town on a hybrid model.Minimum requirements:A relevant tertiary qualification3 years of experience Extensive experience in related roles in the financial services industryExperience in analysing CRM solutionsAgile / Scrum experienceExpert understanding of the software development processGood negotiation abilityK...

Purpose of the role:The purpose of the Portfolio Manager role is to construct investment portfolios based on investment mandate and client requirements, implement suitable investment strategies, and thereafter monitor investment performance and review and/or rebalance portfolios based on changes in the client's investment objectives and/or changes in market conditions. Key Outputs:Client attracti...

The successful candidate will do front-end testing on the CRM platform used by financial Advisers nationally, as well as the client facing portals.Responsibilities: Create test cases and test the functionality of the CRM platform, client portal and Android & Apple apps. Apply a client services view to testing to ensure the application not only works, but works intuitively. You'll run functional t...

Key Responsibilities:Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration PlatformsInternal and external liaison on administration / operational matters primarily with; Product prov...

Key Responsibilities: Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration Platforms Internal and external liaison on administration / operational matters primarily with; Product pr...

Bring your possibility to life! Define your career with us 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 the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job SummaryTo build and maintain professional business rela...

Our client is seeking a talented Associate Client Accountant for a premier office family. This opportunity offers a dynamic environment and the chance to excel in client accounting within the financial sector. The successful candidates role is as part of a team in Cape Town and Johannesburg, which reports to the Client Accounting Team Leader. It involves maintaining the accounting records of and ...

The successful candidate will do software development on the CRM platform and client facing portals used by Wealth Managers nationally. The candidate will report to the Development manager.Responsibilities: Develop components of the CRM platform, as well as the client facing portals, in conjunction with our external software development partner Develop components of the Android & Apple client app...

Who are we? The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth...

Reference: NFP014088-AA-1 This leading wealth management firm is dedicated to providing personalized financial solutions to their clients. With a focus on integrity, innovation, and client service, they strive to achieve excellence in managing wealth and creating value for their clients. They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio ...

Who are we? The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth...

You've been instrumental in setting up a compliance framework within financial services and found your groove in this space. Is this you? You have comprehensive knowledge of financial services regulations and a knack for practical governance solutions. You thrive in fast-paced environments and have a strong background in compliance and risk management. What you'll be doing (and why you'll enjoy i...

You've been instrumental in setting up a compliance framework within financial services and found your groove in this space. Is this you? You have comprehensive knowledge of financial services regulations and a knack for practical governance solutions. You thrive in fast-paced environments and have a strong background in compliance and risk management. What you'll be doing (and why you'll enjoy i...

Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers Developing and maintaining broker relationships Review New business pipeline, follow-up and tracking Issuing of quotations Technical training of and ongoing product support to Financial Advisor...

Who are we? The Retail Affluent cluster is responsible for Sanlam s retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth...

Robert Walters South Africa What you bring: The ideal Business Development Manager will bring a wealth of sales experience , preferably in the 3/4 PL and/or Freight Forwarding Industry. You will have a demonstrable ability to manage and lead a team, with strong sales experience in a business development role. Your solid working knowledge of sales, business development and strategic selling method...

Our client is seeking a talented Associate Client Accountant for a premier office family. This opportunity offers a dynamic environment and the chance to excel in client accounting within the financial sector. The successful candidates role is as part of a team in Cape Town and Johannesburg, which reports to the Client Accounting Team Leader. It involves maintaining the accounting records of and ...

Role Purpose Our client, a leader in the Wealth & Risk Sector is looking for an accomplished sales manager who will manage and supervise the FAIS requirements of their national financial planner distributionWithin this context, the role of supervisor is intent on guiding, enabling, developing and overseeing activities of financial advisers with the necessary due care,skill and diligence. Ultimate...

Reference: NFP014078-SHb-1 A leading wealth management firm dedicated to providing personalized financial solutions to their clients. With a focus on integrity, innovation, and client service, they strive to achieve excellence in managing wealth and creating value for their clients. They are seeking a diligent and detail-oriented Portfolio Assistant to join their dynamic team. The Portfolio Assis...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...