Wealth Manager Jobs in Cape Town

Position: Personal Tax Senior Type: Full Time Location: Work from home (South Africa) Salary: Market related You must have: Be set up, to work from home and have a solution to load-shedding. Experience in preparing Self Assessment Tax Returns for individuals in accordance with UK Income Tax and Capital Gains Tax legislation would be essential for this role Experience in preparing forms P11D and c...

The Business Readiness team is responsible for the provision of readiness services to the South African business support teams including Investment Operations, Client Experience, Production Support, Risk & Compliance, Finance.Team ResponsibilitiesThe Business Readiness Team oversee the implementation and integration of all new client projects from the new business stage through to the final live ...

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...

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...

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...

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 following education, experience and and langauge skills: B.Com-degree or Post Graduate Diploma in Financial Planning; FAIS Accredited (NQF Level 7 or higher); RE5; CFP; At least 7 years experience in the Employee Benefits industry in a consultancy role; Excellent writing skills; Verbal and written communication in English and Afrikaans, at all levels; will enable you to: Duties: Financial: Ma...

Description A great opportunity to join the Multi Manager business of Old Mutual Wealth as the Head: Manager Research. The role is responsible to provide overall strategic direction for the Manager Research process. The incumbent will manage the research team to ensure accountability of deliverables to highest standards and agreed processes.Key responsibilities include:Strategic Oversight and Des...

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...

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...

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...

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...

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...

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...

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...

The Insights Manager is responsible for the development, implementation and management of brand-relevantstrategies, plans, programs, and tools to assist the sales team in increasing visibility, distribution, and market share.Further to this, the Insights Manager needs to lead the regular and promotional pricing strategy of the business,identifying price related opportunities and/or risks. This in...

Found in:Executive Placements ZA C2-2 days ago DescriptionTo head up and promote Logistics and Fleet Vehicle Rental Services within the Western Cape area Management responsibilities include Operational Customer Services Human Resources Fleet Rental New Business Dev Sales - Financial and Management reporting DescriptionTo head up and promote Logistics and Fleet Vehicle Rental Services within the W...

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...

The Wealth Administrator's 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 d...

Who are we? Sanlam Investments We offer a wide range of investment and financial planning solutions to protect and grow one s long-term wealth. Sanlam Investments is one of South Africa s largest investment management companies, offering a comprehensive range of client-focused investment solutions to end-investors, intermediaries and larger institutions. Our comprehensive investment offerings inc...

Robert Walters South Africa What you'll do: As a Treasury Analyst you will provide support to the Treasury team by performing various tasks. These tasks include preparing liquidity reports, managing cash for certain funds, maintaining bank accounts, onboarding new entities and accounts, establishing connectivity for new accounts, onboarding and maintaining credit facilities, conducting reviews of...

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...

Who are we?Sanlam Investments Multi Manager researches, identifies, blends and manages portfolios that give you access to the best investment managers, with the aim of achieving the best possible returns at the appropriate level of risk. We design and blend unique portfolios based on a deep understanding of our clients' investment aims and a fundamental insight into how they perceive risk. By dev...