Wealth Manager

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 financial life journey. Create...

Our client is an established wealth management firm offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an accomplished Wealth Manager to contribute to their continued...

Job description:PSG is recruiting for an exciting and challenging career opportunity for a Regional Administrator to provide regional management, operational management and projects support to the Regional Manager.Responsibilities: Operational support to wealth advisers Communication to wealth advisers/assistants & offices Diary management and travel...

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning...

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 desire, and grow what they have worked so hard to build. They are looking to bring in a motivated Associate Wealth Manager & support them in building and...

These jobs were popular with other job seekersOur 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 desire, and grow what they have worked so hard to build.Duties & ResponsibilitiesThey are looking to bring in an...

Our client, is looking for a wealth manager to join their team in Pretoria.The role is client-facing and will initially focus on existing clients and once established grow a new client base of high nett worth individuals.For the first 12 months this role is salary based, this will be negotiated based on your qualifications/certifications, completed/partially...

Job Opportunity: Financial Services Sales ManagerJoin Wealth Doctors Financial Services as a Sales Manager and drive your career to new heightsWe're seeking an experienced leader to head our sales team, meet targets, and provide exceptional financial services to our clients. If you're passionate about finance and love mentoring a team, this is your...

Are you energetic, ambitious and looking to develop your career? Our Cape Town Wealth department is looking to add a Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We are looking for someone with an interest in the industry who is looking to diversify their...

Job Purpose:To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must be able to show abilities of business management and financial planning to be able to grow their business and support their...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Select how often (in days) to receive an alert: Senior Wealth Manager/Managing Director (Guernsey)Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate...

GPP a Titan Wealth Company GPP is a multi-award-winning UK-based financial services firm that provides execution, structured products, clearing, and custody services to broker-dealers, wealth managers, family offices, and professional traders. Clients are able to access the global financial markets via GPP's multi-asset class trading platform, which provides...

Excellent career opportunity to support senior Wealth Manager and be responsible for providing administrative support in all aspects of their portfolio. you will be the coordinator of information between clients, the Wealth Manager and institutions as well as in-house technical specialists.Administrative support to Wealth ManagerProfessional Liaison with...

These jobs were popular with other job seekers Drake Personnel (SA) Pty Ltd - Cape Town Drake Personnel (SA) Pty Ltd - Cape Town My client is a leading Wealth Manager and needs a suitably qualified Wealth AdministratorResponsibilities:Information gathering via the Astute system for the Para-Planners and Private Wealth ManagersChase takeovers and send to...

Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions.These include equity, retirement and...

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement...

Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo build...

Wealth Manager AdministratorKEY AREAS OF RESPONSIBILITY Clear understanding of investment and risk products Gather policy information Research product information Prepare and implement financial planning & investment proposals Handle and solve client enquiries Maintain Client Relationship Management systemPERSONAL COMPETENCIES & SKILLS Must have a "can do"...

Our Client is seeking a Wealth Administrative Assistant to play a vital role in supporting the smooth operation of our financial planning and investment services.Job Title: Wealth Administrative AssistantLocation: Cape TownSalary: Market-relatedClosing Date: End of June 2024Responsibilities Handling telephone communications, including both incoming and...

GPP is a multi-award-winning UK-based financial services firm that provides execution, structured products, clearing, and custody services to broker-dealers, wealth managers, family offices, and professional traders. Clients are able to access the global financial markets via GPP's multi-asset class trading platform, which provides trade execution, clearing,...