Senior Manager, Wealth

Responsibilities: Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. Work closely with Wealth Manager Provide ongoing feedback to clients. Assist clients with completing forms, check...

These jobs were popular with other job seekers Non EE/AA Easy apply Introduction A prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth clients. The ideal candidate should possess a deep...

Introduction Through our clientfacing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.Role Purpose Involve assessing clients'...

Established wealth management team who offer their clients tailored and holistic investment and wealth planning solutions, seek a passionate Wealth Manager for their Gauteng region. Fantastic team culture of collaborative and professional team members.Responsibilities: Introduce new clients to our business, focussing on higher equity clients Evaluate clients...

The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments. To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills.Ability to commute/relocate: Pretoria, Gauteng:...

RE5 is requiredBCom / BBusSc or similar finance / wealth / investment management related qualification.Completed post graduate diploma or CFA/CFP qualification will be given preference.Skills and experience required:At least 2-3 years' experience as a client wealth manager / financial advisor / planner / similar.Experience in investment advisory and...

BCom / BBusSc or similar finance / wealth / investment management related qualification.Completed post graduate diploma or CFA/CFP qualification will be given preference.RE5 is required.Skills and experience required:At least 2-3 years' experience as a client wealth manager / financial advisor / planner / similar.Experience in investment advisory and...

Responsibilities: Manage and grow a portfolio of highnetworth clients Understand clients' financial goals and develop personalized wealth management strategies Provide investment advice and recommendations Conduct thorough financial analysis and market research Monitor and review client portfolios to ensure alignment with investment objectives and risk...

Qualifications required:Minimum BCom degree in a finance related fieldRE5 and Class of Business for investments completedSupervision complete (non negotiable)Skills and experience required:Confident and extremely well presented as this is a client facing roleAt least 2 years' experience as a Client Wealth Manager, Financial Advisor or PlannerExperience in...

Minimum BCom degree in a finance related fieldRE5 and Class of Business for investments completedSupervision completedSkills and experience required:Confident and extremely well presented as this is a client facing roleAt least 2 years' experience as a Client Wealth Manager, Financial Advisor or PlannerExperience in investment advisory /asset management and...

RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. 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...

Our client is on the hunt for an exceptional candidate to take on the role of Head of Strategic Wealth Management. Your role is to provide strategic direction in the development and delivering of Wealth management propositions across various advice-centered distribution channels within the company. The focus of the role is to provide thought leadership on...

Job Classification Job Requisition Closing Date 01 September 202 Location Johannesburg Cluster Nedbank Wealth Wealth Management SA Business Unit Please Note: Preference will be given to applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage Self: Professional FAIS Affected FAIS Affected ...

Description To be a full financial services advisor by providing appropriate savings, investment, and estate planning advice, expertise, and support to high-income clients, with a focus on investments. Hey there, Future Wealth Manager! Welcome to FNB, the home of the changeables. We cater to the shapeshifters, delivering products and services that reflect...

A Financial Service Provider Gauteng is currently looking for experienced and qualified Client Services Specialists for one of their Branches in Pretoria. The person will assist with the presales administration process, the product implementation administration process, and the post administration process and will report into the Client Services Hub.This...

Our client is looking for a Wealth Manager that can service existing clients, who has a full understanding of Investment products and legislative requirements relating to investments and retirements.Responsibility:1. Product KnowledgeFull understanding of Investment Products: Living unities annuities Life annuities Retirement annuities Preservation funds...

Job description:Responsibilities: Gather client policy and investment information Compile logical summaries of information Research product information Assist with preparation of client proposals Load new/existing business policies Handle and solve client enquiries Diary management for new and existing business cases Diary management for wealth adviser ...

Our client is a major Wealth Management Company in South Africa, they are now looking for a skilled and experienced wealth managers assistant to be based in PretoriaPURPOSE OF JOBProvide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients.KEY RELATIONSInternal clients,...

Gauteng, Tshwane (Pretoria)- (Market related)_ Our client in the Insurance Sector is seeking an Wealth Adviser to join their team in Pretoria - Gauteng.__ Position: Wealth Adviser__Industry: Insurance__Location: Pretoria, Gauteng_Minimum Requirements: Matric; Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 Credits);...

Wealth Advisory Practice & Legal Manager, Silverlakes areaUpmarket company in the Financial Services Industry providing Turnkey financial services requires the following:The Practice Manager shall be responsible for managing the practice and providing support to Financial Advisors and helping achieve overall business goals, specifically focused on Financial...