Wealth Manager Jobs in Cape Town

Robert Walters South Africa What you'll do: As an Alternative Investment Specialist, you will be at the heart of our client's operations . You will be responsible for building strong relationships with key internal stakeholders as well as select local external institutional investors. Your role will involve delivering a hig h level of post-investment service to existing clients, ensuring that the...

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 ...

IGrow Wealth Investments, South Africa s #1 Property Investment Company, is looking for a Paid Media Specialist to join their team in Cape Town . Requirements: Bachelor s degree in Marketing, Advertising, Business, or a related field. Proven experience in managing paid media campaigns on Facebook Meta and Google Ads, preferably within the property investment sector. Strong analytical skills with ...

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 ...

Who we are?Sanlam Personal Loans (SPL) was established 23 years ago and is now part of a newly established Fintech business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is t...

Who we are? Sanlam Investments Group is one of South Africa s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. We take particular pride in: Sanlam s longevity and innovation People, teamwork and values A culture of diversity and c...

OVERALL PURPOSEThe role requires one to manage a book of Ultra High Nett-Worth clients and be the primary contact for client families and co-ordinate their overall affairs and engagement with the Company. It will involve close and regular interaction with clients and third parties of the Group as well as with internal departments and business units. PRINCIPAL ELEMENTS & ACCOUNTABILITIES? Build an...

My client who is a leader in the Wealth industry is seeking a Compliance Officer to join their team to oversee the Group Compliance requirements implementing and monitoring procedures. Do you have your RE5 and RE1? In this role, you are to ensure that the organization adheres to all relevant regulations, laws, and industry standards. You will develop, implement, and oversee comprehensive complian...

My client who is a leader in the Wealth industry is seeking a Compliance Officer to join their team to oversee the Group Compliance requirements implementing and monitoring procedures. Do you have your RE5 and RE1? In this role, you are to ensure that the organization adheres to all relevant regulations, laws, and industry standards. You will develop, implement, and oversee comprehensive complian...

People Consulting Manager People Consulting shapes and delivers the part of business strategy that depends on people. As a People Consulting professional, you will have the opportunity to work with global clients to understand and address some of their largest and most complex people-related challenges, and ultimately improve and drive sustainable business results. We focus on engagements that re...

Do you thrive in a support role and have what it takes to help make a Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more technical responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) You will be responsible for processing n...

Are you an adept Project Manager with a minimum of 10 years of experience in large-scale EPC projects? Are you passionate about driving sustainable solutions? If you thrive in high-pressure environments and possess a wealth of experience in multi-disciplinary projects, we want you to be a part of our innovative team leading transformative biogas/waste-to-energy based in Cape-Town! Formulating Pro...

Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town. Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in ...

Position : Market Data Manager - Procurement Location : Cape Town Report to: Head of Procurement, Group Finance Firm Profile: The Client is a leading global alternative investment manager focused on private equity, secondaries, credit and infrastructure. The firm has an international network of 29 local offices and 188 billion of assets under management. The Client manages funds on behalf of pens...

Do you thrive in a support role and have what it takes to help make a Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more technical responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) You will be responsible for processing n...

Reference: PE002449-RW-1 Our client in the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified person with previous experience providing technical and administrative financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity awaits you. Require...

Reference: PE002449-RW-1 Our client in the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified person with previous experience providing technical and administrative financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity awaits you. Require...

My client, a leader in the Wealth industry is seeking a Compliance Administrator to mitigate risk for the company by ensuring that advisors are providing suitable advice to clients, according to client needs and risk appetite; ensuring that all advisors are Fit and Proper, and relevant documentation is completed in order for the advisors to perform their roles. Responsibilities: Compliance review...

My client, a leader in the Wealth industry is seeking a Compliance Administrator to mitigate risk for the company by ensuring that advisors are providing suitable advice to clients, according to client needs and risk appetite; ensuring that all advisors are Fit and Proper, and relevant documentation is completed in order for the advisors to perform their roles. Responsibilities: Compliance review...

My client, a leader in the Wealth industry is seeking a Compliance Administrator to mitigate risk for the company by ensuring that advisors are providing suitable advice to clients, according to client needs and risk appetite; ensuring that all advisors are Fit and Proper, and relevant documentation is completed in order for the advisors to perform their roles. Responsibilities: Compliance review...

Relocate to Malta D365 for CE - Solution Architect (Consulting/Big 4) Cape Town, WC, South Africa Job Openings Relocate to Malta D365 for CE - Solution Architect (Consulting/Big 4) About the job Relocate to Malta D365 for CE - Solution Architect (Consulting/Big 4)Our clients Microsoft Business Solutions team is a Microsoft Gold Partner and leader in Microsoft software implementations for medium t...

Requisition Details & Talent Acquisition Contact REQ: 133451- Lerato Sithole Location: Cape Town V & A Waterfront Cluster: Wealth- Nedgroup Investments Closing Date: 31 May 2024 Job Family Sales and Service Career Stream Client Service Leadership Pipeline Manage Self: Technical (MST) Job Purpose Nedgroup Investmentsis an award-winning global investment business with a growing presence in Europe. ...

Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities?Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals, and financial needs analyzes to both prospective and existing clients of...

Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designe...