Wealth Manager | Claremont

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 companys story to as many ideal clients, to ensure increase in AUM as per...

The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be strategic partner to the wealth manager, by meticulously handling deadlines, paperwork, and operational details to enhance...

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 companys story to as many ideal clients, to ensure increase in AUM as per...

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 journey. Create...

Our client is an established wealth management firm offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an accomplished Wealth Manager to contribute to their continued...

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an experienced Wealth Manager & afford them the opportunity to on their...

Our client is an established wealth management firm offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an accomplished Wealth Manager to contribute to their continued...

Job description:PSG is recruiting for an exciting and challenging career opportunity for a Regional Administrator to provide regional management, operational management and projects support to the Regional Manager.Responsibilities: Operational support to wealth advisers Communication to wealth advisers/assistants & offices Diary management and travel...

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning...

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a motivated Associate Wealth Manager & support them in building and...

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a motivated Associate Wealth Manager & support them in building and...

To provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business.Required Experience 3-5 years experience as a Paraplanner within wealth management, preparing detailed and complex proposals and financialneeds analyses for...

Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to...

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 journey. Create...

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. Responsibilities:Information gathering via the Astute system for the Para-Planners and Private Wealth ManagersChase takeovers and send to providers and get confirmation that it is doneSend the Provider Code Application forms for new Private Wealth Managers to providers...

This position is for a Fixed Income Senior Analyst / Portfolio Manager with a respected Fund Manager, based in Claremont, Cape Town. KEY RESPONSIBILITIES: - Manage a portion of the unit trust portfolios’ SA income and bond component - Responsible for the day-to-day allocation to fixed income instruments - Manage all cash flows associated with the unit...

WEALTH MANAGER Our client in the Belville area to assist financial advisors in managing their client base. Review clients’ investment portfolios on an annual basis or more frequently where applicable. To maintain the relationship between the client and the company. Duties include, but are not limited to: - Prepare annual reviews for clients. - Assist...

Our client, is looking for a wealth manager to join their team in Pretoria. The role is client-facing and will initially focus on existing clients and once established grow a new client base of high nett worth individuals. For the first 12 months this role is salary based, this will be negotiated based on your qualifications/certifications,...

These jobs were popular with other job seekersOur client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build.Duties & ResponsibilitiesThey are looking to bring in an...

Job Opportunity: Financial Services Sales Manager Join Wealth Doctors Financial Services as a Sales Manager and drive your career to new heights! We're seeking an experienced leader to head our sales team, meet targets, and provide exceptional financial services to our clients. If you're passionate about finance and love mentoring a team, this is your...