Senior Wealth Manager
4 weeks ago
Duties and Responsibilities
- Provide expert guidance to clients on all areas of offshore financial planning and wealth management
- Take a comprehensive, holistic approach to building and managing long-term client relationships
- Achieve agreed-upon business targets while ensuring compliance and addressing the specific needs of clients
- Maintain an efficient client management system to deliver exceptional customer service and high-quality, holistic financial advice
- CA(SA), BCom Accounting, or CFP qualification
- Proven experience in investment and wealth management
- Strong knowledge of financial products and the ability to effectively communicate comprehensive financial planning strategies and solutions is a plus
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Senior Wealth Manager
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Senior Wealth Manager
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Johannesburg, South Africa Jobted ZA C2 Full timeOur client, who is in the financial services industry is seeking a Senior Wealth Manager to join their dynamic team and take the lead in driving personalized financial strategies for their high-net-worth clients. This is a fantastic opportunity for a competitive salary, opportunities for professional development and career advancement, and access to...
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Senior Wealth Manager
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Johannesburg, Gauteng, South Africa Network Recruitment Full timeJob SummaryNetwork Recruitment is seeking a highly skilled Senior Wealth Manager to lead our client's dynamic team in providing personalized financial strategies for high-net-worth clients. This is a fantastic opportunity for a competitive salary, opportunities for professional development and career advancement, and access to industry-leading tools and...
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Senior Wealth Manager
4 weeks ago
Johannesburg, South Africa Network Recruitment Full timeOur client, who is in the financial services industry is seeking a Senior Wealth Manager to join their dynamic team and take the lead in driving personalized financial strategies for their high-net-worth clients. This is a fantastic opportunity for a competitive salary, opportunities for professional development and career advancement, and access to...
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Senior Wealth Manager
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Johannesburg, South Africa Network Recruitment Full timeOur client, who is in the financial services industry, is seeking a Senior Wealth Manager to join their dynamic team and take the lead in driving personalized financial strategies for their high-net-worth clients. This is a fantastic opportunity for a competitive salary, opportunities for professional development and career advancement, and access to...
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Senior Wealth Strategist
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Wealth Manager
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Wealth Manager
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Wealth manager
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Wealth Manager
4 weeks ago
Johannesburg, South Africa Network Recruitment Full timeA fast growing organization in the financial services industry is currently recruiting for a Wealth Manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven....
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Wealth Manager
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Wealth Manager
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Wealth Manager
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Wealth Manager
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Wealth Manager
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Wealth Manager
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Johannesburg, South Africa FirstRand Full timeJob Description As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our...
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Senior Financial Advisor
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