Wealth Manager

Wealth ManagerOur client is looking for a Wealth Manager to assist the financial advisors.Responsibilities Maintain relationship with clients and prepare their annual reviews Assist clients with advice when needed Propose portfolio amendments when needed Review clients investments annually and when needed Staying informed with industry development Present...

RPO Recruitment is currently looking for a dedicated and detail-oriented Wealth Assistant to join our client's team in Bellville. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals.The main objective of this role is to assist the Wealth Planners...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the teamOur company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the teamKEY AREAS OF RESPONSIBILITY Clear understanding...

We are looking for a Project Manager on contract in Cape Town with extensive experience in Financial Services with particular focus on Investment / Wealth Management businesses and products. 10+ years' experience in leading business-critical projects, involving large scale migrations and integrations is required.Responsibilities The Project Manager will be...

Events ManagerPSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.PSG Konsult is a leading,...

INVESTMENT MARKETING ASSISTANTOur Client is looking for a Marketing Assistant, who will assist the Wealth Planners with any administration, with the primary focus on investments and retirement funds.Responsibility:Duties include, but are not limited to:Support to Wealth Planner General Support Calendar management, chasing outstanding info Customer Service...

Senior Marketing Manager: Head of Distribution (Hybrid)Location:Bellville, Cape TownJob description:Responsibilities:PSG Insure & Western: Insure adviser office marketing support (Ads conceptualise, brochureware, newsletters proof read, event guidance and support, signage, sponsorships guidance etc.) Client and internal operational communications (draft in...

We are looking for Project Manager: Technology on contract in Cape Town to build strong relationships with senior stakeholders, whilst managing through complexity and time pressures across both business and technology domains. Extensive experience in IT/ Technology project management within Financial / Investment Services; 10+ years' experience in leading...

Who are we?- Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratise financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of...

An exciting opportunity is currently available at Belville, Cape Town in the Technical Advice Team for a Short-term Technical Specialist who will be supporting our Short-Term Insurance business.Responsibilities: Support formulation and maintenance of company policies Support the business drive to standardize advice processes and documentation Technical...

Report WriterOur client that is looking for a Report Writer to assist financial advisors in the structuring of proposals.Responsibilities Coordinate and implement paraplanning processes and procedures Evaluate products that is appropriate to structure equitable proposals for financial clients Manage all paraplanning related tasks Assist with development and...

Job description:The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs...

Job description:PSG Konsult is a leading, financial services company seeking to employ a Codes Administrator with strong administration skills who will be responsible for obtaining and managing all broker codes. The Codes Administrator is accountable for finalising the broker codes end-to-end.Responsibilities: Maintain and update records Open, change and...

Who are we?Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides strategic...

About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics...

Who are we?Sanlam is a business that focuses on the middle and affluent market. We are dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all...

Who are we?The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services....

Who are we?The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services....

Who are we?Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of...

Who we are?Sanlam Investments Group is one of South Africa's largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.We take particular pride in: Sanlam's longevity and innovation People, teamwork...