Salaried Wealth Manager

Direct message the job poster from Warwick WealthCompany DescriptionWarwick Wealth is an independent financial service provider known as 'The Investment Specialists', offering exceptional products and services locally and internationally. The company focuses on providing quality investment products and services to meet the unique needs of its clients. With a...

About the RoleWarwick Wealth is seeking an experienced wealth planner to join our team. The ideal candidate will be able to prospect and source private clients through our IFAs, as well as through direct business, increasing our Assets Under Management (AUM) and establishing a strong client book.Key Responsibilities- Secure new high and ultra-high net worth...

The role necessitates experienced advisors/planners to deliver professional advice to a well-established clientele and membership base. You will engage with both new and existing clients provided by the company, presenting an exciting opportunity to offer your expert financial guidance and ensure sound financial decisions are made. Responsibilities: Work...

The role necessitates experienced advisors/planners to deliver professional advice to a well-established clientele and membership base. You will engage with both new and existing clients provided by the company, presenting an exciting opportunity to offer your expert financial guidance and ensure sound financial decisions are made.Responsibilities:Work with...

The role necessitates experienced advisors/planners to deliver professional advice to a well-established clientele and membership base. You will engage with both new and existing clients provided by the company, presenting an exciting opportunity to offer your expert financial guidance and ensure sound financial decisions are made.Responsibilities:Work with...

At Chartered Wealth Solutions, we place a strong emphasis on building long-lasting relationships with our clients. As a Client Relationship Manager, you will be the primary point of contact for our clients, managing their communications and fostering ongoing relationship-building efforts to ensure client satisfaction.The ideal candidate will have a minimum...

**Job Advert Summary**: The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client’s personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's...

VACANCY – WEALTH PLANNER / SPECIALIST The role requires a talented and driven investment advisory professional whom is responsible for the securing of new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore investment products, as well as offering and cross selling...

We invite you to become part of our team at one of the leading investment banks in South Africa, voted as one of the most sustainable investment banks globally, to grow your career in Wealth ManagementAre you a driven Financial Sales Professional with a passion for helping High Net Worth Individuals (HNWIs) grow their wealth? This opportunity offers an...

About the OpportunityThis is an exciting opportunity for a motivated and experienced individual to join our offshore wealth management team and contribute to our ongoing success.We are seeking a highly skilled Investment Portfolio Specialist to join our team, who will be responsible for providing expert investment advice to clients, developing and...

This Executive Management Position is responsible for the overall direction and strategy of the Wealth Advisory business. The successful candidate will have a deep understanding of the financial services industry, with a focus on wealth management and advisory services.Responsibilities:Set the strategic direction for the Wealth Advisory business, including...

**Qualifications required**: - A degree in a finance related field such as a BCom, BusSc - A wealth management or investment management qualification recognized by the FSCA - A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous **Skills and experience required**: - At least 2 years’...

About UsLiberty Group Limited is a leading provider of wealth management services, with a strong presence in the global market.We pride ourselves on our commitment to delivering exceptional customer service and building long-term relationships with our clients.This is an exciting opportunity for a motivated and experienced individual to join our offshore...

Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

Compliance Administrator - Florida West Rand Gauteng. GCI Wealth is an authorised financial services provider. Working closely with the Compliance Manager and the Management Team you will be responsible to for the ongoing process of monitoring and assessing procedures and policies to ensure they comply with the financial industry standards. GCI is...

OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER 1) Excellent Comm splits. Different contracts available. 2)A Vesting Bonus 3) 13th Cheque / production bonus 6-8% of annual commission 4) Training Allowance of R25 000 paid...

AN OPPORTUNITY FOR A CAREER WITH THE NUMBER 1 SANLAM BLUESTAR FRANCHISE IN THE COUNTRY! : BERGHSHIRE BLUESTAR OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER 1) Excellent Comm splits 2)A Vesting Bonus (issued premiums value...

OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER 1) Excellent Comm splits 2)A Vesting Bonus (issued premiums value paid monthly as a non taxable income) 3) 13th Cheque / production bonus 6-8% of annual commission 4)...

Join one of South Africa’s leading Independant FSP's as a Wealth Management Associate. You will provide professional administrative support (70%) and preparation of technical analysis (30%) to an allocated wealth manager as well as a leading wealth management division in ensuring accurate and timely processing of all related requests. Personal profile and...

Job OverviewWe are seeking a skilled Wealth Portfolio Manager to join our team at Rmbwestport. As a key member of our Wealth Management division, you will be responsible for proactively managing a portfolio of high net worth clients.Your primary objective will be to identify opportunities for growth and provide innovative solutions to meet the evolving needs...