Private Wealth/asset Management Administrator Based

2 weeks ago


Johannesburg, Gauteng, South Africa People Source Full time

Private Wealth/Asset Management Administrator
based in Rosebank. R20 000 to R25 000 with a 13th cheque. Successful Private Wealth management team requires an additional team member to be involved in an administration and client servicing role which includes new business onboarding, preparing portfolio statements, client queries, maintenance of data on client management systems, assisting the financial planners, preparing investment reports, and ensuring clients meet the compliance requirements. They require a matric and at least 3 years of experience in a similar role within Asset Management/ Private wealth/Investments sector.

  • Johannesburg, Gauteng, South Africa Rmb Full time

    Private Banking Analyst Private Wealth page is loaded Private Banking Analyst Private Wealth Apply locations Johannesburg time type Full time posted on Posted Yesterday job requisition id R14174 Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and...


  • Johannesburg, Gauteng, South Africa Rmbwestport Full time

    Private Banking Analyst Wealth page is loaded Private Banking Analyst Wealth Apply posted on Posted 30+ Days Ago job requisition id R9499 Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying...


  • Johannesburg, Gauteng, South Africa Standard Bank Of South Africa Limited Full time

    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...


  • Johannesburg, Gauteng, South Africa FirstRand Full time

    Job DescriptionTo deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principlesHello future Private Wealth Advisor,Welcome to FNB, the...

  • Private Wealth Banker

    2 weeks ago


    Johannesburg, Gauteng, South Africa Absa Bank Limited Full time

    Bring your possibility to life Define your career with us 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...


  • Johannesburg, Gauteng, South Africa FirstRand Full time

    Job DescriptionTo deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles Identify Local and Offshore fiduciary opportunities and...


  • Johannesburg, Gauteng, South Africa Firstrand Group Full time

    To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.Identify Local and Offshore fiduciary opportunities and advise on client...


  • Johannesburg, Gauteng, South Africa FirstRand group Full time

    Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Identify Local and Offshore fiduciary opportunities and advise...

  • Wealth Manager

    2 weeks ago


    Johannesburg, Gauteng, South Africa Watershed Consulting Full time

    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...

  • Private Advisor

    2 weeks ago


    Johannesburg, Gauteng, South Africa FirstRand Full time

    Job DescriptionRMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client's wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients' financial...

  • Private Advisor

    2 weeks ago


    Johannesburg, Gauteng, South Africa Mindworx Full time

    As a Private Advisor, you will play a crucial role in providing personalized financial advice and guidance to our high-net-worth clients. You will work closely with clients to understand their financial goals and develop customized strategies to help them achieve their objectives.We are committed to delivering exceptional service and exceeding client...

  • Tax Administrator

    2 weeks ago


    Johannesburg, Gauteng, South Africa Sanlam Full time

    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...


  • Johannesburg, Gauteng, South Africa beBee Professionals Full time

    We are beBee Professionals, a leading financial services provider in Johannesburg, and we are looking for a Wealth Management Analyst to join our team.The successful candidate will be responsible for providing financial advice and services to our clients, including portfolio management, asset allocation, and risk management. The Wealth Management Analyst...


  • Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    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...

  • Tax Administrator

    2 weeks ago


    Johannesburg, Gauteng, South Africa Sanlam Full time

    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...

  • Private Advisor

    2 weeks ago


    Johannesburg, Gauteng, South Africa FirstRand Full time

    Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Identify Local and Offshore fiduciary opportunities and advise...


  • Johannesburg, Gauteng, South Africa FirstRand Full time

    Job DescriptionHello future Private Banking AdvisorWelcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.Now's the time to imagine your potential in a team where experts come together and ignite effective change.Are you someone who can:...

  • Private Advisor

    2 weeks ago


    Johannesburg, Gauteng, South Africa FirstRand Full time

    Job DescriptionHello future Private Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.Now's the time to imagine your potential in a team where experts come together and ignite effective change.Are you someone who can: Deliver...

  • Wealth Manager

    2 weeks ago


    Johannesburg, Gauteng, South Africa Mindworx Full time

    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...

  • Wealth Manager

    2 weeks ago


    Johannesburg, Gauteng, South Africa Capital Assignments Full time

    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...