Candidate with previous Financial Services Industry experience, preferably in the Private Wealth/Client and stock broking environment, required for this Private Wealth Giant based in Cape Town Northern Suburbs for an 1 year fixed term contract.

Minimum requirements:

  • Grade 12 essential
  • Tertiary qualification (Finance/Accounts) preferred
  • Previous experience in the Financial Services Industry essential
  • Experience in a Stockbroking environment beneficial
  • Basic understanding of Private Client business and the stockbroking environment required


  • Prepare investment form and instructions
  • Load EMX trades for approval
  • Capture transfer instructions
  • Monitor and clearing transactions on bank recons
  • Forward instructions and ensure the execution of such
  • Verify and update executed trades
  • Monitor updated trades again trade confirmation received
  • Investigate and clear import exceptions
  • Monitor daily reports
  • Updating of transactions
  • Update applicable departmental spreadsheets
  • Reconciliations
  • Assist with month-end duties – fees, invoices, etc
  • Assist with branch enquiries
  • Assist with projects when required

If you are a SA citizen & your CV meets the above criteria, please send your CV to

Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.

If you have not heard from us within a 2 week period, please deem your application as unsuccessful.