Wealth Manager Jobs in Cape Town

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...

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...

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...

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...

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...

Description Role OverviewAs part of the Old Mutual Limited Group Central Tax team (Group Tax), this executive role will lead a team of senior specialized tax professionals, overseeing the tax affairs of the Wealth Management & Investment Cluster at Old Mutual Limited.Broadly, the role has direct responsibility for the taxation of investment transactions, while also supporting the asset management...

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...

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...

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...

Ready to join a leading Wealth Management Firm as an Internal Consultant? Is this you? You're highly analytical and technically proficient with a good background in paraplanning within wealth management and you're looking to take the next step in your career and join a dynamic team of professionals. What you'll be doing (and why you'll enjoy it) You will be responsible for providing specialist te...

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...

The Wealth Administrators role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment House, Health Administrator and the client di...

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 the driver of all the technical admin that happens in the background which essentially makes your Wealth Manager offer their clients the best possible service? Is this you? We all know it's the Wealth Manager that consults with the client but the magic is in the support, without you, they simply can't look after their clients like they do. So you've worked in the industry, you know what i...

Key Responsibilities: Fund Management: Conduct day-to-day management of portfolios. Monitor stock/asset allocation, cash positions, and cash flows to ensure compliance. Monitor Fund risk and construction constraints. Update & suggest improvements on existing models and systems. Investigate and resolve data issues as needed. Prepare Fund & Capital Market information for investment meetings. Mainta...

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...

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...

These jobs were popular with other job seekers Parvana Strategic Sourcing has established itself as a leading provider of permanent and temporary recruitment services to the South African, European and UK marketplace. In addition to this we have enjoyed considerable success in Australia and other part Duties & ResponsibilitiesAbout our client:Our client is a global leader in digital marketing and...

These jobs were popular with other job seekersThis role will report to the Financial Manager within the Cluster Consolidation Team in the Finance team.The Senior Financial Accountant will provide support to the Financial Manager and coach and guide the financial accountant and assistant financial accountant in the team.The role requires an individual that enjoys engaging with various stakeholders...

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...

GPP a Titan Wealth Company GPP is a multi-award-winning UK-based financial services firm that provides execution, structured products, clearing, and custody services to broker-dealers, wealth managers, family offices, and professional traders. Clients are able to access the global financial markets via GPP's multi-asset class trading platform, which provides trade execution, clearing, and custody...

Job Description The Wealth Administrators role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment House, Health Administrator a...

These jobs were popular with other job seekersEstablished fund services team seeks a Settlement Officer to join them. This is a strong and stable team, looking for suitable candidates with no less than 2 years' experience in a similar role within fund services, wealth or similar with experience with international markets, and specifically equities, FX and collective investment schemes. Responsibi...