Wealth Management Learning Specialist Cape Town

Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join 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...

Job Title: Client Wealth ManagerCompany: Leading Financial Services FirmQualifications Required:A degree in a finance related field such as a BCom or BusScA wealth management or investment management qualification recognized by the Financial Sector Conduct Authority (FSCA)A postgraduate Diploma in Financial Planning, Economics, Investment Management, or CFA...

Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years' experience as a Client...

To find out more, click Apply or head on over to Crayon to review the full spec and apply?How you'll roleIn your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company's goals and objectives as well as your own. You will provide...

These jobs were popular with other job seekers Insurance and Wealth Creation Professionals t/a IWCP Insurance and Wealth Creation Professionals t/a IWCP Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts...

Job ClassificationREQ:Refilwe Falatsi:Closing Date: 14 April 2023:Division: Wealth HR supporting the WMSA division:Location: 135 Rivonia Campus, Sandown:Employment Equity Statement: Preference will be given to individuals from underrepresented groups. Job Family Human Resources Career Stream People effectiveness Leadership Pipeline Manage Self: Professional...

Coffee Machine Specialist Sales – Johannesburg/Cape Town – R30 000 negMust have sales experience in the coffee-machine industry. Sell coffee machines and coffee. Barista experience would be an advantage. Can be based in Johannesburg or Cape Town.

With the provision of significant qualified leads, the Wealth Manager's main responsibility is to drive penetration into the banking customer base through relationship building and offering clients fully independent wealth and financial planning solutions. Independent Practitioner Partnership model vs Traditional Employment model:The Independent Practitioner...

Job Description:This is an opportunity for a passionate and well-established Wealth Manager to flourish in a dynamic and fast paced environment, which empowers you to grow and improve. RMB Private Bank is seeking experienced Wealth Managers, to form part of our team and provide expert legacy and wealth management advice to our diverse range of clients.Key...

Hiring: Wealth manager in RosebankResponsibilities: Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's Estate planning Retirement planning Education planning Make detailed recommendations taking cognisance of each client's risk profile and financial needs Create and implement...

Qualifications and Experience required:A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degreeSolid experience in providing custom built solutions to our clients wealth portfolios at a managerial level is a fundamental requirement for this roleAt this level, the Wealth Manager will have CAT 1...

Manager, Business Development, Private Wealth Job Overview Business Segment: Corporate & Investment Banking Location: ZA, GP, Johannesburg, Baker Street 30 To be responsible for business development and marketing of Global Markets product capability to designated private wealth, financial advisors, intermediaries and discretionary fund managers. Identify...

As a Wealth Manager, you will be in a team where experts come together using a data-informed IntegratedAdvice approach that takes a holistic view of each client's current reality and combines this with their goals, familyneeds and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up toour promise of staying...

Job DescriptionAs a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client's current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our...

AN OPPORTUNITY FOR A CAREER WITH THE NUMBER 1SANLAM BLUESTAR FRANCHISE IN THE COUNTRY :BERGHSHIRE BLUESTAROUR 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 OFFER1) Excellent Comm splits2)A Vesting Bonus (issued premiums value paid...

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 OFFER1) Excellent Comm splits. Different contracts available.2)A Vesting Bonus3) 13th Cheque / production bonus 6-8% of annual commission4) Training Allowance of R25 000 paid (upfront or...

Job Classification- REQ:Refilwe Falatsi:- Closing Date: 14 April 2023:- Division: Wealth Management SA:- Employment Equity Statement: Preference will be given to individuals from underrepresented groups. Job Family Finance Career Stream Accounting Leadership Pipeline Manage ManagersJob PurposeResponsibilities**: To lead a team of specialist financial...

Job Purpose: To provide learning and development solutions which enable business units to meet objectives and build current and future knowledge and skills capacity for competitive advantage; in line with the business objectives.Responsibilities: Allocate portions of the Learning and Development budget to prioritise learning projects and interventions to...

Job Classification- REQ:Refilwe Falatsi:- Closing Date: 9 June 2023:Cluster: Wealth Centre | Human Resources | Learning and Development (supporting WMSA):- Employment Equity Statement: Preference will be given to individuals from underrepresented individuals. Job Family Human Resources Career Stream Organisational Effectiveness (Learning and Od) Leadership...

Wealth AdvisorBoutique Financial Advisory business seeks client-centric person, with an entrepreneurial mindset. Be instrumental in acquiring and managing a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects. Run your own practice in the business. Exciting career opportunity.***Main Responsibilities Acquire new clients by...