Wealth ManagerJob search results in: Finance jobs in Western Cape

building and maintaining relationships. Education And ExperienceMatric (Grade 12).RE1 and RE5. 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.Class of Business accredi

Downtime: Generous time off helps keep you energized for your time on.Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.Invest in Your Future: Secure

comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments

r of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this t

ing adaptive solutions designed to answer lifes financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH.What will you do?This is a regional based position that reports directly to the Regional Exec

comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments

rientation. WHY THIS ROLE?This is your opportunity to join a talented team of Administrators with a wealth of experience in the industry. You will be joining an entrepreneurial and nimble environment

r of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this t

ization and details, with no problem delivering against tight deadlines strong understanding of the wealth management business the National Sales team is geographically diverse with a concentration of

sive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of agility and constant deployment, we believe in learning fast, learnin

Group, through the unique PPS Profit - Share Account.PPS Investments exists to create and grow the wealth of graduate professionals and their families to live the lives they want in a world worth liv

comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments

ent, retirement, health and fiduciary services. Our products are designed to facilitate long - term wealth creation, protection and niche financing and therefore these solutions are engineered around

supported, if you require specific support please advise us.About FNZFNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundatio

Group, through the unique PPS Profit - Share Account.PPS Investments exists to create and grow the wealth of graduate professionals and their families to live the lives they want in a world worth liv

nt management company managing more than R500bn of assets. We are focused on generating long - term wealth for our clients who include individuals, retirement funds, insurers, trusts, companies and fo

er of choice since 1966, known for its entrepreneurial spirit andinnovative culture is committed to wealth creation and preservation, insurance, and income protection forall our clients. We do this th

nd 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 Sanlams longevity and innovation. People, teamwork

ing adaptive solutions designed to answer lifes financial questions. Ultimately we grow and protect wealth.What will you do?Provide secretarial support to the Regional Support Manager and Regional Mar

comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments

sive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of agility and constant deployment, we believe in learning fast, learnin

About EXANTEEXANTE is a wealth tech company that provides centralized trading solutions and B2B financial infrastructure that helps create value through technology.Our proprietary trading platform ena

y and our diverse talent reflects this.Job DescriptionWe have an exciting opportunity in Old Mutual Wealth for an experienced finance manager. The successful candidate will take responsibility for the

nce:Strong academic qualificationsA strong understanding of capital markets, gained in asset and/or wealth management, investment banking, the insurance sector, and/or related segments of the financia

nThis role will report to the Financial Manager within the Cluster Consolidation Team in Old Mutual Wealths Finance team. The Senior Financial Accountant will provide support to the Financial Manager

sive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of agility and constant deployment, we believe in learning fast, learnin

GPP a Titan Wealth CompanyGPP is a multi - award - winning UK - based financial services firm that provides execution, structured products, clearing, and custody services to broker - dealers, wealth m

Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.With assets under management and adm

tees/Employers/Members with service providers.Plan and implement member sessions with the allocated Wealth Advisor.Monitor and ensure the resolution of client queries.Compile reports i.e. trustee repo

nd 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 Sanlams longevity and innovation People, teamwork

y standards and requirements. This includes a strong understanding of Source of Funds and Source of Wealth requirements with the ability to validate and verify both using independent sources;Ability t

nt reflects this.Job DescriptionAn exciting opportunity has arisen at Private Clients by Old Mutual Wealth, for a Segment Lead Marketing Manager, to drive, support and implement the marketing strategy

r understanding of the market and our ability to communicate our solutions?Youll get stuck into the wealth of data we generate, and uncover trends that help us tell stories and build business cases. Y

sive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of agility and constant deployment, we believe in learning fast, learnin

products, investment, retirement, health and fiduciary services. Designed to facilitate long - term wealth creation, protection and niche financing, these solutions are engineered around client needs.

nd 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:Sanlams longevity and innovationPeople, teamwork a

products, investment, retirement, health and fiduciary services. Designed to facilitate long - term wealth creation, protection and niche financing, these solutions are engineered around client needs.

GPP, a Titan Wealth CompanyGPP is a multi - award - winning UK - based financial services firm that provides execution, structured products, clearing, and custody services to broker - dealers, wealth

products, investment, retirement, health and fiduciary services. Designed to facilitate long - term wealth creation, protection and niche financing, these solutions are engineered around client needs.

what matters, where they can tap into their gifts, creativity and passion.We believe in increasing wealth locally, and in the ripple effect that it can have on so many communities. Were opening comme

nd 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 Sanlams longevity and innovation People, teamwork

nd 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 Sanlams longevity and innovation People, teamwork

mentation of clients instructions i.r.o. investments, insurance policies, etc, in consultation with Wealth Manager and submission of relevant documentation to appropriate service providers.Obtain conf

comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments

nd 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 Sanlams longevity and innovation People, teamwork

Your time is now to be your exceptional best at Old Mutual!Job DescriptionAt Old Mutual Wealth we believe that our people are our greatest asset, the foundation of our business. We therefore foster a

what matters, where they can tap into their gifts, creativity and passion.We believe in increasing wealth locally, and in the ripple effect that it can have on so many communities. Were opening comme

nd offer a range of investment and financial planning solutions to protect and grow the long - term wealth of our clients.We Take Particular Pride InSanlams longevity and innovationPeople, teamwork an

ir accounting, legal and HR responsibilities.About The RoleAs Marketing Assistant Manager - Private Wealth and Family Offices, you own the execution of B2B multi - channel campaigns and programmes dri

ar from you. WHAT WE DO At Revix, we have one goal - to empower everyday people to become their own wealth managers.We are creating a platform that enables easy investment in emerging themes, sectors,

FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers and asset managers to help people achieve their finan

comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments

.Revix is a global company with one goal: to empower everyday people to invest and manage their own wealth.Were working to become the future of investing we offer a platform that enables everyday peop

.Revix is a global company with one goal: to empower everyday people to invest and manage their own wealth.Were working to become the future of investing we offer a platform that enables everyday peop

ars in auditing, risk management or compliance role.Experience in the long - term (life) insurance, wealth and asset management industries will be advantageous. Knowledge of market conduct frameworks

comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments

comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments

nd 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 Sanlams longevity and innovation People, teamwork

lling preferred.About FNZFNZ is a global platform - as - a - service provider, transforming the way wealth is managed. FNZ partners with banks, broker dealers, insurance companies, asset managers &

comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments