offshore jobs cape town

VACANCY WEALTH PLANNER / SPECIALISTThe role requires a talented and driven investment advisory professional whom is responsible for the securing of new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore investment products, as well as offering and cross selling Warwick's other complementary product offering...

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 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 ...

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 ...

VACANCY WEALTH PLANNER / SPECIALISTThe role requires a talented and driven investment advisory professional whom is responsible for the securing of new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore investment products, as well as offering and cross selling Warwick's other complementary product offering...

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 a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business. Qualifications and Experience: Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law Degree. Advanced Post-Graduate Diploma...

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 ...

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 ...

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 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 ...

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...

Have you completed your articles and keen to grow within financial services? Is this you? You've completed you're SAIPA/ SAICA articles and you've gained experience in financial services or audited financial services. You're adept at managing deadlines and you want to elevate your career within the world of investments while still applying your accounting background. What you'll be doing (and why...

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 ...

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 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...

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

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 ...

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...