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30.08.2024
Head of Wealth and Financial Planning | Cape Town
Cape Town
... Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement and leading a cross-functional team of Advisory specialists.Responsibilities:Personal and Juristic Transactional bankingStructured ...
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The Recruitment Council
03.03.2024
Head of Wealth and Financial Planning | Cape Town
Cape Town
... Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory specialists. Responsibilities: Personal and Juristic Transactional banking ...
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The Recruitment Council
17.09.2024
Financial Manager | Cape Town
Cape Town
... Services or Short-Term Insurance industry is an advantage. Strong technical skills with solid IFRS knowledge. Proficiency in MS Excel, MS Word, MS Outlook. Experience with accounting packages like Great Plains, SAP, or Accpac is beneficial. Competencies: Excellent communication and presentation ...
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The Recruitment Council
17.09.2024
Salaried Wealth Advisor | Cape Town
Cape Town
... services, with a focus on investments, risk, business, and fiduciary matters. Acquire and manage a portfolio of high-net-worth clients through effective relationship-building and proactive management. Conduct regular client reviews, ensuring alignment with their evolving financial needs. Adhere ...
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The Recruitment Council
17.09.2024
Paraplanner | Rondebosch
Cape Town
... services. Generate and provide regular client reporting. Prepare and organize financial reviews and reports for the Trust Officer. Resolve client-related queries and oversee investment transaction changes. Coordinate closely with internal and external specialists in investment administration, ...
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The Recruitment Council
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