wealth management assistant jobs in Parow

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISTANT 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...

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...

Our client, an established company within the financial sector, is seeking to hire a highly skilled and experienced Wealth Assistant to join their team. This is an excellent opportunity for an individual with strong administrative abilities to grow their career within a reputable organisation. Education and experience: - Matric - Administrative/secretarial experience is essential - 2-3 years'...

A wealth management company is looking for an experienced and proactive Senior Wealth Assistant who is fluent in English and Afrikaans to support Wealth Managers and Advisors. The successful candidate will assist with financial reviews, retirement and investment instructions, and ensure clients receive exceptional service. Responsibiltiies - Support Wealth Managers/Advisors with new and...

Associate Wealth Manager Job Purpose: To partner with the wealth manager to address risk planning related needs of tail‑end clients and to cultivate new and existing client relationships for building a book of risk insurance and investment clients. The associate requires client acquisition and management skills, holistic financial planning, and product knowledge. The associate must demonstrate...

EQ-FIN Bryanston - Wealth Planner Location: Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape) Type: Permanent, Full Time Published: 10 hours ago Unlimited Earning Potential: Rewards and Incentives Introduction Are you looking for a career change or a new opportunity? This is a unique and rewarding career for individuals who are prepared to work hard and commit to a...

Job Description To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. FNB introduction 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...

A leading financial services provider is seeking a dedicated Wealth Manager Assistant in Cape Town. This full-time hybrid role involves supporting Wealth Managers with client communications, administrative tasks, and maintaining client portfolios. Candidates should have a minimum of 5 years’ experience in finance, excellent organizational abilities, and proficiency in MS Office. The company...

A established reputable firm requires an Assistant to the Wealth Manager. Responsibilities DUTIES: Administrative duties - scheduling meetings, general office administration, correspondence with clients and service providers. Assisting the financial planners in servicing clients. Requirements - Grade 12 essential - Industry experience is essential. Candidates with no industry experience will...

A financial services company in Cape Town seeks a skilled Senior Wealth Assistant to support Wealth Managers. Key responsibilities include managing client interactions, processing new business, and ensuring compliance with financial regulations. Ideal candidates should possess a Matric, an NQF 6 certification, and relevant experience in the investment industry. Fluency in English and Afrikaans is...

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 focus on...

A leading investment firm in Stellenbosch is seeking a detail-oriented individual to manage client and third-party queries. The successful candidate will be responsible for collating vital documentation and ensuring compliance with regulations. Candidates should have a Bachelor of Commerce Degree and experience in the Private Wealth Industry. Strong communication skills and attention to detail...

EQ-FIN Bryanston - Wealth Planner Full Training Provided (Follow a comprehensive, entrepreneurial, management as well as leadership curriculum) - Location: Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape) - Type: Permanent - Hours: Full Time - Published: 3 days ago - Unlimited Earning Potential - Rewards and Incentives - EE/AA, Non EE/AA Introduction Are you looking...

A leading financial services company in Durbanville seeks an Associate Wealth Manager to partner with wealth managers, addressing clients' risk needs and cultivating relationships. Ideal candidates have a Business Degree, relevant experience in risk insurance sales, and strong client management skills. This full-time role offers a variable earning potential based on commissions and requires skill...

A reputable financial services firm in Bellville is seeking a highly skilled Senior Wealth Assistant. The successful candidate will provide professional support to the Wealth Manager in financial planning and client administration. Responsibilities include processing new client documentation, servicing existing clients, and ensuring compliance with financial legislation. Ideal candidates will...

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...

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...

A reputable financial firm in Cape Town seeks an Assistant to the Wealth Manager. Responsibilities include administrative tasks, scheduling meetings, and client correspondence. Ideal candidates will possess Grade 12, have industry experience, and speak both English and Afrikaans. Proficiency in Adobe PDFs and Microsoft Office tools is essential. This role requires excellent time management and...

Job LocationClaremont, Cape TownPosition titleWealth Manager AssistantDescriptionThis is a full-time hybrid role based in Cape Town, with some flexibility for remote work. The Wealth Manager Assistant will support Wealth Managers in day-to-day tasks such as client communication and maintaining high levels of customer service. The role requires excellent organizational skills to assist with...

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...