wealth administrator jobs in Cape Town

Job Description This is an incredible opportunity for an Operational Due Diligence Administrator to take complete ownership of due diligence processes for new & ongoing clients at South Africa’s leading wealth management group. This Operational Due Diligence Administrator role is Cape Town-based with a CTC of R400K per year. THE COMPANY This company is the leader in South African wealth...

Purpose of Position: Support the highly efficient and focused small team of financial advisors in the practice to service clients and support the business with regards to internal reporting and driving other internal policies & procedures. - Elite Wealth CRM and Tools - Astute - Finametrica - Adobe Acrobat Pro Roles and Responsibilities: The Client Portfolio Administrator will perform all...

Role: Wealth Administration Specialist Category: Administrative Location: Durbanville Salary: R240 000 R300 000 per annum Join a forward-thinking financial services firm that believes in building strong client relationships and creating tailored financial solutions. Our client is passionate about simplifying and securing the financial journeys of their clients through expert planning and advice....

REQUIREMENTS - Grade 12, tertiary qualification will be an advantage - Own vehicle, transport and driver's license - Both English and Afrikaans speaking and writing skills required - Good written and verbal communication skills - Ability to work under pressure and meet deadlines - Methodical, detailed and organised work style - Professional corporate appearance - Able to multitask in a...

An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation. The person will be responsible for managing an existing portfolio of clients. This is an ideal opportunity for someone...

A leading multi-family office in Cape Town is seeking a professional to focus on client service and business development. The position requires extensive experience in trusts and estate planning, along with superior communication skills and a strong focus on developing new business. Candidates should have a proven track record in client administration and wealth management, with the ability to...

Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. FNB introduction Welcome to FNB, the home...

Description Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth & Investment Admin Assistant, to their team based in Bellville, Cape Town. The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary...

Matric essentialQualification in investments / financial planning / business management or similar, would be an advantageMinimum of 2-4 years experience in a client services role within the financial services / wealth management industry is essentialComputer literacy: Microsoft OfficeExcellent verbal and written communications skillsCustomer centricity passionate about client serviceKnowledge of...

Technical Support Administrator- 6 Month Fixed Term Contract (Maternity Leave Cover) Opportunity: ​Capital International Group is looking for a hardworking professional to join the team on a 6 Month Fixed Term Contract (Maternity Leave Cover) and provide high quality services to our clients and internal investment operational teams. Our Technical Support Department work collaboratively with our...

Job Description Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Wealth and Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine...

We are seeking an experienced Business Analyst (Intermediate Senior) to lead and support business analysis activities within an insurance and investments environment. The successful candidate will work independently to elicit, analyze, and document business requirements, translate them into actionable user stories, and partner with business and technical stakeholders to enable delivery of...

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISSTANT to join their team. This is an excellent opportunity for an individual that is results-driven and a Team player to grow their career within a reputable organisation. The successful candidate will provide the required and relevant professional assistance to...

REQUIREMENTS - A completed BCom degree (Finance/Business/Insurance/Risk advantageous) - Genuine interest in developing a long-term career in the investment industry - Fluent in English and Afrikaans (both essential) - Detail-oriented, organised, and eager to learn - Confident communicator with a professional attitude - Able to work in-office in Claremont Monday to Friday - Full training provided...

Overview: Our client is a boutique asset manager, managing close to R20 billion in assets under management across South Africa and offshore. They are looking for an Operations Assistant to support the investment team with daily operational tasks. This role is important in ensuring compliance, supporting operational processes, and contributing to the overall effectiveness of the investment...

REQUIREMENTS - A completed BCom degree (Finance/Business/Insurance/Risk advantageous) - Genuine interest in developing a long-term career in the investment industry - Fluent in English and Afrikaans (both essential) - Detail-oriented, organised, and eager to learn - Confident communicator with a professional attitude - Able to work in-office in Claremont Monday to Friday - Full training provided...

Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals. The para-planner will...

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISSTANT to join their team. This is an excellent opportunity for an individual that is results-driven and a Team player to grow their career within a reputable organisation. The successful candidate will provide the required and relevant professional assistance to...

An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation. The person will be responsible for managing an existing portfolio of clients. This is an ideal opportunity for someone...

A well known company within the financial sector is looking for a Experienced Financial Planner: Qualification and experience: - Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field. - Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. - Minimum of 5 years of experience in...