advertisements
04.04.2024
Salaried Wealth Manager | Cape Town
Cape Town
... The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with established business protocols. As a financial planner at the company, the individual must provide appropriate financial advice in line with the ...
More »
The Recruitment Council
22.04.2024
Paraplanner | Cape Town
Cape Town
... their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. Responsibilities: Preparation of Records of Advice for both Local and Offshore Investments and ...
More »
The Recruitment Council
22.04.2024
Paraplanner | Cape Town
Cape Town
... their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing.Responsibilities:Preparation of Records of Advice for both Local and Offshore Investments and ...
More »
The Recruitment Council
03.03.2024
Head of Wealth and Financial Planning | Cape Town
Cape Town
... banking Structured Lending Local and offshore Wealth Management Cash Investment solutions Long and Short-Term Insurance solutions Foreign Currency Transactional solutions Domestic and offshore Fiduciary and Estate Planning services. Commercial Property Finance Share-Based Lending Personalised ...
More »
The Recruitment Council
05.03.2024
Head of Wealth and Financial Planning | Cape Town
Cape Town
... bankingStructured LendingLocal and offshore Wealth ManagementCash Investment solutionsLong and Short-Term Insurance solutionsForeign Currency Transactional solutionsDomestic and offshore Fiduciary and Estate Planning services.Commercial Property FinanceShare-Based LendingPersonalised Share ...
More »
The Recruitment Council
advertisements