Wealth Management Client Associate Jobs in South Africa

A dynamic and fast-growing professional services environment is seeking a Client Associate to support client-facing teams and help deliver an exceptional client experience. This role is ideal for a detail-oriented individual who enjoys building relationships coordinating processes and contributing t...

Job DescriptionTHE OPPORTUNITY THAT AWAITS YOU Are you the kind of person who thrives on building relationships solving problems and making clients feel like VIPs Do you get a buzz from turning challenges into opportunities and data into insights If so weve got the perfect stage for you to shine!Thi...

Job Title: Marketing CoordinatorProgram: TechnoServe NOVA EdTechReports to: Project ManagerGrade: 6About TechnoServe:Everyone deserves the opportunity to build a better future. This simple idea has been at the heart of TechnoServes work around the world for over 50 years. TechnoServe is a pioneer in...

IntroductionWe are currently seeking a Tax Compliance Officer to join our reputable clients team. Requirements: Tertiary qualification in Tax.5 years experience in a tax environment.If you would like to apply for this position please send transcripts with applications.Should you meet the requiremen...

To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add value.Qualifications : Type of Qualification: First DegreeField of Study: Busi...

Please note that this is an 18-month fixed term contract role. The purpose of this role is to communicate Anglo Americans global strategy financial operational and sustainability priorities and performance through and to the media via a proactive relationship-driven approach in South Africa to posit...

IntroductionA client of ours is seeking a candidate who will be processing VAT returns monthly management accounts payroll and reconciliations. This candidate must ideally have 3-5 years experience in an accounting department within a practice. Requirements include: Completed degree (accounting rela...

Location: Johannesburg (Hyde Park)Work model: Hybrid (4 days in-office 1 day from home)Salary: R65k-R80k CTCWhy youd want to work herePeople-first culture with genuinely kind supportive leadershipA strong focus on growth with access to a growth coachPerformance bonuses for people who show up and mak...

IntroductionA leading automotive component and specialized fastener supplier wishes to employ a suitably qualified and experienced customer relationship manager to manage a portfolio of existing customer accounts.Responsibilities Include:Driving weekly customer invoicing against budgetsCustomer liai...

Reference: JHB003438-JW-1This entrepreneurial property management solutions provider is looking for x2 Property Client Relationship Managers (x1JHB & x1CPT) to be the key point of contact for client relationship building lease extension negotiations and ensuring seamless transitions throughout the c...

Main purpose of the roleThis role will support the Actuarial Directors and Managers in the effective delivery of client engagements aimed at creating exceptional client service delivery.The role is the central point for delivering project management activities that includes but is not limited to:Man...

ðŸ Remote Full-time B2B Tech EnglishAbout ATLAS ANALYTICS:ATLAS ANALYTICS helps B2B tech companies grow faster and smarter through intelligent outbound high-impact lead generation and scalable pipeline systems. We dont run campaigns. We act as an embedded growth engine.Our clients close deals and...

To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add value.Qualifications : Minimum QualificationsType of Qualification: First Degr...

Job DescriptionDynamic client accounting team operating in both the UK and SA focused on building a strong team culture and making a positive impact are looking for a junior SAIPA qualified accountant for their Client Bookkeeper role. If you have a good base of monthly accounting for client Xero exp...

About the Opportunity Wealth AssistantMenlyn Pretoria Market related salary Do you thrive in a support role have what it takes to help make a Wealth Manager successfulIs this youYouve worked in a support role supporting Financial Advisors but youre keen to make a change and take on more technical re...

IntroductionGuardrisk is the undisputed market leader in cell captive insurance and risk solutions. We are renowned for our innovative approach to cell captive structures and other alternative risk transfer solutions for our clients. Guardrisk offers clients custom designed cover and is registered i...

IntroductionOur client seeks to appoint an experienced Senior Wealth Administrator with at least 5 years direct experience in a supporting role to financial planners and paraplanners. XPlan and MS Office at an intermediate level is essential. The incumbent must have exceptional telephone interperson...

Job DescriptionJob Title:Client AccountantQualification:Grade 12 or equivalent Tertiary level financial qualification is advantageousResponsibilities:Minimum of 3-5 years experience in a Monthly or Accounting DepartmentGeneral finance functions including creditors debtors inventory tax bank and acco...

Retail Account Manager - Southern AfricaDescription -HP South Africa is looking for an energetic and ambitious experienced Retail Account Manager to support and manage our existing vendor base in Southern Africa region.HP is not simply a place where people come to work but a place where our work mak...

A highly respected and established wealth management practice is seeking a skilled Paraplanner to strengthen its advisory support function. This role is ideal for a technically strong professional who values accuracy compliance and delivering high-quality financial planning support within a reputabl...