Wealth Planner Offices Throughout Gauteng

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:...

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we've helped you dream of it, plan for it, deal with it. We've been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial...

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...

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...

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'...

R20 000 > R Commission (excellent earning potential)Our client, looking to fill the role of Senior Para-Planner in their branch based in Irene, PretoriaPurpose of the role: To carry out the day-to day administrative, customer services, research and operational tasks and to provide Senior and Junior Planners with internal advice services:Research on...

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...

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...

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...

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...

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...

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 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...

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);...

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...

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...

Minimum Requirements:2+ years working experience within the same or similar role (insurance)Must have knowledge and experience working with FAIS ActKnowledge and/or experience working with Allan Gray, Ninety-One (previously Investec Asset Managers), Old Mutual Wealth, Portfolio Metrix (Discretionary Fund Manager), Sanlam Glacier, Stanlib, InvestmentsComputer...

South Africa, Gauteng - Tshwane (Pretoria) Negotiable (Market related, Negotiable)A well established Consulting Engineering firm specializing in the engineering, design, construction management, commissioning and project management of infrastructure, materials handling and processing plants within the Mining Sector has an opportunity for a Projects Planner...