Wealth Manager Jobs in Western Cape

Our client is an established wealth management firm offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an accomplished Wealth Manager to contribute to their continued success. This is an excellent opportunity to l...

Our client is an established wealth management firm offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an accomplished Wealth Manager to contribute to their continued success. This is an excellent opportunity to l...

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...

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...

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...

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...

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...

Private Wealth Management company is looking for a Knynsa based Portfolio Manager Assistant. In the role of the Portfolio Manager Assistant , your duties would include : proactivley manage the requestes of the Private Wealth Clients (inlcuding: intermidiaries and third party managers) , manage the diary of the Portfolio Managers and ensure all cleint portfolios are up to date. The ideal candidate...

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...

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 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...

Private Wealth Management company is looking for a Knynsa based Portfolio Manager Assistant. In the role of the Portfolio Manager Assistant , your duties would include : proactivley manage the requestes of the Private Wealth Clients (inlcuding: intermidiaries and third party managers) , manage the diary of the Portfolio Managers and ensure all cleint portfolios are up to date. The ideal candidate...

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...

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...

We are looking for dynamic rising sales superstars whose aspirations are to be part of and help build an exceedingly ambitious company. This individual must have the entrepreneurial instinct & vision to match the company's farsightedness. You need to be a self-believing, enterprising individual with exceptional communication skills and intelligence to look beyond just the deal. If you're keen to ...

We are looking for dynamic rising sales superstars whose aspirations are to be part of and help build an exceedingly ambitious company. This individual must have the entrepreneurial instinct & vision to match the company's farsightedness. You need to be a self-believing, enterprising individual with exceptional communication skills and intelligence to look beyond just the deal. If you're keen to ...

Embark on a transformative career journey with our esteemed client, where your expertise in environmental management will foster a sustainable future. As a pivotal member of the team, you'll spearhead innovative programs that not only comply with regulations but also set new benchmarks in ecological responsibility. - Champion the development and execution of groundbreaking environmental policies ...

Embark on a transformative career journey with our esteemed client, where your expertise in environmental management will foster a sustainable future. As a pivotal member of the team, you'll spearhead innovative programs that not only comply with regulations but also set new benchmarks in ecological responsibility. - Champion the development and execution of groundbreaking environmental policies ...

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...

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...

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...