wealth assistant - Bellville

· Duties & Responsibilities · An established company with a national footprint within the financial sector is seeking to hire a Wealth Assistant to join their team Iin Bellville · Formal Education: · Matric · Experience: · Administrative/secretarial experience is essential; · 2- ...

Recruiter: · HR Genie · Job Ref: · F0426 EW ASS · Date posted: · Monday, March 2, 2026 · Location: · Bellville, South Africa · Salary: · Market related · SUMMARY: · Assistance to the Advisor in the administration of clients' financial reviews and investments. · POSITION INFO: · A ...

Job Title: Wealth Assistant · An established company with a national footprint in the financial sector seeks to hire a Wealth Assistant to join their team. Located in Bellville, this role involves working with clients across South Africa. · About You · You must have formal educat ...

Job Title: Senior Wealth Assistant · Location: Bellville CT · Hire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our client's team at a reputable wealth management firm. The ideal candidate will possess a strong background in assi ...

This is a full-time hybrid role based in Cape Town with some flexibility for remote work The Wealth Manager Assistant will support Wealth Managers in day-to-day tasks such as client communication and maintaining high levels of customer service. · ...

An organised and efficient Administrative Assistant is needed to assist a team of Financial Advisors with financial administration for new and existing clients. · Communicating with clients telephonically and electronically. · Data Capture - on CRM system (Elite Wealth) - updatin ...

Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG. · This is your golden opportunity to build a thriving career with unmatched support and endless growth potential. · ...

This is a full-time hybrid role based in Cape Town with some flexibility for remote work. · The Wealth Manager Assistant will support Wealth Managers in day-to-day tasks such as client communication and maintaining high levels of customer service. · ...

+Wealth Administrative Assistant required in Cape Town. · +Administrative duties – scheduling meetings, general office administration, correspondence with clients and service providers. · + · ...

Wealth Adviser Assistant (ADP) | Paarl, Western Cape | Permanent · VACANCY | WEALTH ADVISER ASSISTANT (ADP) | PAARL, WESTERN CAPE | PERMANENT PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal t ...

· Wealth Adviser Assistant · Our client in the financial planning sector is currently looking for a suitably qualified individual to join their team. This position is based in Paarl. · Main duties: · Compilation of clients' investment reports from investment statements · Financi ...

· About the Opportunity · Graduate: Wealth Manager Assistant · Claremont, Cape Town · Market Related · Kick-start your journey to becoming a Certified Financial Planner within a leading wealth management team. · Is this you? · You're a recent commerce or finance graduate with ...

· About the Opportunity · Senior Wealth Manager Assistant · Claremont, Cape Town · Market related · Come deliver and drive high-impact client service in a trusted, professional wealth management environment. · Is this you? · You're meticulous, dependable, and thrive in a fast-p ...

Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth & Investment Admin Assistant, to their team based in Bellville, Cape Town. · The main objective of this role is to assist the Wealth Planners ...

Wealth Management Administrative AssistantOur client is looking for an organised and efficient Administrative Assistant to assist a team of Financial Advisors with the processing of all financial administration for new and existing clients. · ...

· Duties & Responsibilities · An established and reputable insurance company is looking for an experienced Wealth Manager to join their growing team. This role offers an exciting opportunity for a relationship‑driven professional with solid wealth management expertise to advance ...

Job Title: · Senior Wealth Manager · About the Role: · This role offers an exciting opportunity for a relationship-driven professional with solid wealth management expertise. · You will take ownership of an existing portfolio of clients providing high-quality advice and building ...

The Financial Manager – Operations is responsible for managing the financial performance and control of all property transactions and projects across Assist Group's divisions. This includes preparing deal feasibilities and budgets, maintaining real-time comparison reports (budget ...

This integrated approach helps clients manage their wealth effectively while saving time. · Work directly with the engagement partner · Responsible for a portfolio of clients including planning the engagements for the year and allocating staff, compliance etc. · ...

+To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a port ...