Senior Wealth Manager Sandton

Upmarket Restaurant in Sandton is looking for a Senior Manager. Candidates with 6+ years Restaurant management experience will be considered. Must have strong all-round management skills with the ability to manage a complete Restaurant front and back of house. Applicants must be well spoken and fluent in English. Will only consider individuals with good...

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...

Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank...

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:...

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...

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...

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...

Busy Cafe style Restaurant in Sandton is looking for a Kitchen Manager. Looking for individuals with 4+ years relevant chef and kitchen management experience. Experience in an a la carte Restaurant environment essential. Must be able to manage a busy kitchen operation. Main duties will include stock management, variances, and stock reporting. Applicants must...

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,...