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03.03.2024
Head of Wealth and Financial Planning | Cape Town
Cape Town
... 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 Structured Lending Local and offshore Wealth Management ...
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The Recruitment Council
05.03.2024
Head of Wealth and Financial Planning | Cape Town
Cape Town
... 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 bankingStructured LendingLocal and offshore Wealth ManagementCash ...
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The Recruitment Council
14.03.2024
Broker Consultant | Cape Town
Cape Town
... their partner relationships in order to deliver end-end business results to ensure optimal business development. Broker Customer Service Provide a quality service to Brokers, while identifying opportunities to secure new business or support retention. Responsibilities may include processing ...
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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 ...
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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
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