wealth management associate jobs in Stellenbosch

Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and a strong position as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future, and shape our destiny as a proudly African group. Job Summary To build and maintain professional business...

Duties/PligteFor appointment as Associate Professor:- Teaching and developing undergraduate and postgraduate courses in Financial Risk Management.- Participating and taking a leading role in the Department's research activities in Financial Risk Management.- Supervision of postgraduate students.- Administration of the Financial Risk Management programme.- Assisting the Department with liaising...

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...

Our client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and the ability to drive the financial planning practice within the business. Key Responsibilities: - Provide tailored wealth planning services, with a focus on investments, risk, business,...

A leading South African bank in Stellenbosch is seeking a professional to manage and grow relationships with Private Wealth clients. The successful candidate will achieve financial targets while improving the customer experience within regulatory frameworks. Qualifications include a degree in Business, Commerce, or Management. If you are passionate about client satisfaction and have experience in...

JOB DESCRIPTION AND PERSON SPECIFICATION JOB TITLE: Assistant Property Manager (Onboarding Team) JOB PURPOSE The remit of the Property Management team has grown and to meet increasing demands from our clients, the new Property Manager Assistant in the Onboarding team will be responsible for the support with handover documents for new blocks and building strong relationships with all parties...

Designation: - Senior Wealth Administrator | Stellenbosch, Western Cape | Permanent Category: - Administration and Operations Job Level: - Semi-skilled and discretionary decision making Posted by: - PSG Financial Services Posted on: - 15 May 2025 Reference Number: - POS05215 Closing date: - 28-May-2025 Position Type: - Permanent Location: - Stellenbosch Overview:VACANCY | SENIOR...

A human resources consultancy in Stellenbosch seeks a skilled administrator to handle client inquiries, manage diaries, prepare investment reviews, and maintain compliance. The ideal candidate should have a tertiary qualification and a minimum of 5 years of relevant experience. Strong administrative skills and proficiency in English and an additional official South African language are necessary....

Job Reference: Location: Stellenbosch Category: Data and Operations Solution: Private Assets Role Category: Hybrid Financial Data Associate Your Team Responsibilities The team is responsible for supporting MSCI's new AI Data Management Platform, enabling high-quality data ingestion, document processing, IBOR data workflows, and the delivery of AI-enhanced data outputs to internal and...

Your Team Responsibilities The team is responsible for supporting MSCI’s new AI Data Management Platform, enabling high-quality data ingestion, document processing, IBOR data workflows, and the delivery of AI-enhanced data outputs to internal and external stakeholders. The team partners closely with Technology, Data Operations, Product, and Client Service to ensure that AI-driven processes are...

Overview Your Team Responsibilities The team is responsible for supporting MSCI’s new AI Data Management Platform, enabling high-quality data ingestion, document processing, IBOR data workflows, and the delivery of AI-enhanced data outputs to internal and external stakeholders. The team partners closely with Technology, Data Operations, Product, and Client Service to ensure that AI-driven...

An established industry player is looking for a dynamic Wealth Advisor to manage and expand a portfolio of high-net-worth clients. This role emphasizes comprehensive wealth planning and strong client relationship management. You will provide tailored services focusing on investments and risk, conduct regular client reviews, and collaborate across divisions to enhance client services. If you have...

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...

Duties/Pligte The incumbent's duties will include, but will not be limited to, the following:Delivering high-quality teaching and facilitating life-long learning at both undergraduate and postgraduate levels in areas aligned with the focus of the structured master's in engineering management and/or the field of project management.Supervising master's and doctoral students with a view to...

Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To build and maintain professional business...

Bring your possibility to life! Define your career with usWith over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.: Wherever you are in your career, we are here for you....

Your Team Responsibilities The team is responsible for supporting MSCIs new AI Data Management Platform enabling high-quality data ingestion document processing IBOR data workflows and the delivery of AI-enhanced data outputs to internal and external stakeholders. The team partners closely with Technology Data Operations Product and Client Service to ensure that AI-driven processes are accurate...

Duties/Pligte- Teaching undergraduate and postgraduate modules in Entrepreneurship and Innovation.- Supervision of postgraduate students.- Participating in Departmental, Faculty and University activities.- Self-initiated research.- Providing academic leadership in the Department. Job Requirements/Pos Vereistes- PhD degree in Entrepreneurship or a closely related field, with a specialisation in...

Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future, and shape our destiny as a proudly African group. Job Summary To build and maintain professional business...

Overview A reputable Financial Advisory Services firm is seeking a Senior Wealth Advisor to build and manage a portfolio of high-net-worth clients. This role requires a combination of financial expertise, relationship management, and a commitment to providing personalized service to clients. Key Responsibilities - Develop a portfolio of high-net-worth clients through networking and...