Wealth Manager

Hiring: Wealth manager in Rosebank **Responsibilities**: - Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's - Estate planning - Retirement planning - Education planning - Make detailed recommendations taking cognisance of each client's risk profile and financial needs -...

Hiring: Wealth manager in Rosebank   Responsibilities: Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's Estate planning Retirement planning Education planning Make detailed recommendations taking cognisance of each client's risk profile and financial needs Create and implement...

**Wealth Advisor** Boutique Financial Advisory business seeks client-centric person, with an entrepreneurial mindset. Be instrumental in acquiring and managing a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects. Run your own practice in the business. Exciting career opportunity. *** **Main Responsibilities** - Acquire new...

Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years’ experience as a Client...

Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years’ experience as a Client...

Qualifications required: A degree in a finance related field such as a BCom, BusSc A wealth management or investment management qualification recognized by the FSCA A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous Skills and experience required: At least 2 years’ experience as a...

Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the company’s story to as many ideal clients, to ensure increase in AUM as per...

**Job Classification** - Job Requisition - 128215 - Closing Date - 29 August 2023 - 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:...

Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business. Qualifications and Experience: - Honours or Post Graduate Diploma in Financial Planning, CFP or BCom...

Exciting Opportunity: Join GCI as a Certified Financial Planner Are you a qualified and ambitious finance professional with expertise in capital gains planning, estate planning, risk management, portfolio management, and tax planning? GCI is currently seeking bright, young individuals like you to join our team as Certified Financial Planners. What We...

**Requisition Details & Talent Acquisition Consultant** - 131557 - Tshegofatso Semenya**Job Family** - Risk, Audit and Compliance**Career Stream** - Auditing**Leadership Pipeline** - Manage Self Professional**Job Purpose** - To conduct portfolio audits and manage stakeholder relationships and portfolio specifically relating to Insurance which is part of the...

Job Description To deliver exceptional experience and education to Private Wealth or RMBPB 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 - Identify Local and Offshore fiduciary opportunities...

Job Description To deliver exceptional experience and education to Private Wealth or RMBPB 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 - Identify Local and Offshore fiduciary opportunities...

**Job Classification** - **REQ: 124849 - Refilwe Falatsi**: - **Closing Date: 14 April 2023**: - **Division: Wealth Management SA**: - **Employment Equity Statement: Preference will be given to individuals from underrepresented groups.** - Job Family- Finance - Career Stream- Accounting - Leadership Pipeline- Manage Managers **Job...

**Job Advert Summary**: The member base forms part of the Wealth Advisory channel and will be served, maintained and assisted with new and additional needs by the Virtual Wealth Manager. **Minimum Requirements**: **Formal Qualifications** - BCom with relevance or Post-Graduate Diploma in Financial Planning or studying towards this qualification will be...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary Short...

Absa Group Limited’s job vacancy, Career and Recruitment Job title : Private Wealth Banker – Pipeline Sandton jobs in Gauteng Job Location : Gauteng, Johannesburg Deadline : March 29, 2024 Quick Recommended Links Jobs by Location Job by industries Job Description New Business Origination Manage and grow existing client relationships Involvement in...

Gauteng, Johannesburg - Annually Cost To Company (Market related) A well-established Travel company is seeking Head Learning & OD Wealth Management To advise on and integrate learning and organisational development best practices into business strategy and the HR value chain, in line with the business needs at a strategic and tactical...

Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory specialists....

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary Short...