Private Wealth Manager

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.Hello future Private Wealth Advisor - DurbanWelcome to FNB, the...

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 additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

Job ClassificationJob Requisition Closing Date - 6 March 2023Location - KwaZulu NatalCluster:Nedbank Wealth Wealth Management SA Business UnitPlease 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 YesJob...

We are seeking a Wealth Advisor (Private Banking) to act as an intermediary between our company and our customers. You will provide financial advice to our clients and make recommendations on how to best use their money.Responsibilities: Assess client's overall financial picture, understand their needs and develop a solid financial plan Oversee the course of...

```htmlAre you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious BankQualifications and Experience:Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law Degree.Advanced Post-Graduate Diploma in Financial Planning, CAIA, CA(SA), CFA, MBA, and fiduciary experience.5...

KwaZulu Natal, Durban R Monthly Cost To CompanyMorningside. Established concern providing financial planning services seeks competent Wealth Administrator with RE1 or RE5 and experience in a similar role.Responsibilities: Provide support to the Wealth Manager in all investment related decision making processes for clients Build investment knowledge Collate...

Job Advert Summary: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...

Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management....

The Wealth Network, a dynamic team and a juristic representative of Discovery is seeking an innovative Paraplanner. We are not just in search of experience; we are looking for a strategic thinker who excels in the meticulous administration of client portfolios and thrives on enhancing our service delivery through proactive client management and operational...

Customer Relationship Officer - Wealth Management DUR003059 Admin, Office & Support Finance & Insurance Umhlanga. Well-established Wealth Management organisation seeks in-house Client Relationship Officer with a Finance / Commerce Degree and 3-5 years working experience in the Financial Services industry to join their team of professionals.The...

Job DescriptionTo manage an assigned portfolio of high net worth client accounts characterised by complex transactions, by leveraging specialist expertise to provide advice and relationship support ensuring optimal service, while integrating all Standard Bank products, services and resources, to ensure that their needs are met, thereby achieving the defined...

Job DescriptionTo provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers Control costs through awareness of impact of work and...

As a Financial Advisor, you've built a career based on your skills, training, and reputation. But, now it's time to elevate your career and join a team of reputable Financial Advisor's at one of South Africa's largest financial services companies.Authorised Sanlam Franchise, Lonfin Wealth BlueStar which is one of the leading BlueStar Franchise's nationally,...

Job Description To manage an assigned portfolio of high net worth client accounts characterised by complex transactions, by leveraging specialist expertise to provide advice and relationship support ensuring optimal service, while integrating all Standard Bank products, services and resources, to ensure that their needs are met, thereby achieving the...

Job DescriptionTo assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management Contribute to...

About UsTrident Wealth Management is one of the largest and fastest growing franchise of Old Mutual Life Assurance Ltd. Our success and growth is largely due to our focus and dedication on attracting and retaining the right calibre of financial advisors. We are the trusted partner to a number of large entities, societies and municipalities throughout South...

A private household assistant plays a key role in ensuring the smooth functioning of a household by providing comprehensive support and managing various tasks with efficiency and discretion. Here is a breakdown of the responsibilities for this position: Administrative Support: Manage household schedules, appointments, and events.Organize household records...

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: Drive the development of the FNB Wealth and Investments business by providing support to internal distribution, IFA's and their own network. Manage private client...

Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their wealth creation, protection and niche financing needs.Company is looking for Graduate Financial planners to be based in its Durban Offices.Company offers...

Department & Region:Financial Advisors:Durban / Johannesburg / Cape Town***Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is...