Wealth Adviser Assistant

Our client is on the hunt for a candidate to take on the role of the Head of Wealth Management. The successful candidate will need to offer investment support and implement the wealth management value proposition and solutions for the Financial Advisers. The role ensures alignment with internal views and promotes financial wellness and a client-centric...

**Introduction** Through our client-facing 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** Accountable for the...

-Introduction Consult is a registered Financial Service Provider (FSP), holding a FSB Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME’s) market. Consult...

We are seeking a highly skilled Wealth Management Leader to join our team at The Recruitment Council. As a key member of our organization, you will play a crucial role in driving the success of our clients and building strong relationships with financial advisers.About the RoleThis is an exciting opportunity for an experienced professional to lead our wealth...

Wealth Management ExpertThe Recruitment Council is seeking a highly skilled and experienced Wealth Management Expert to join our team. As a key member of our team, you will be responsible for providing expert advice and guidance on wealth management strategies and solutions.Key Responsibilities:Provide guidance on retirement planning, estate planning, tax...

The Wealth Management Specialist is responsible for evaluating clients' financial situations, crafting customized investment plans, and offering ongoing advice to enhance their wealth. The role involves regular portfolio reviews and strategy adjustments to meet clients' evolving needs.Key Responsibilities:Strategic Wealth Management:Conduct comprehensive...

**Introduction** Through our client-facing 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** Accountable for the...

We are looking for entrepreneurial individuals to be trained in wealth management and creation as Relationship Managers/ Financial Advisers, to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients. - Entrepreneurial and ambitious - Has strong business...

Business Acumen: - Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group Client / Stakeholder Commitment: - Anticipates, meets and exceeds client’s needs by creating long lasting relationships that...

Liberty is Recruiting Financial/Wealth Advisor Liberty is an industry leader within the financial service industry. We are looking to recruit experienced, qualified, and skilled Financial Advisors Duties and Responsibilities: Prospecting and closing of new business Networking to obtain new clients Advising clients on what is needed to meet their financial...

**JOB DESCRIPTION** **Position**:Adviser Support (Administration) **Objective**: - The primary objective of the role is to provide effective and professional administrative support to the Advisory team. - To contribute as a professional team member/team player toward the success of the Advisory team, the Company, and its business partners. **Duties and...

Key performance areas: Documentation Processing - Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes inincome by due date etc. - Coordinate and produce annual reviews incl. reports etc.- Emails, practice management system and follow ups of any instructions incl. obtaining proof and checking...

Key performance areas:Documentation Processing- Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes inincome by due date etc. - Coordinate and produce annual reviews incl. reports etc.- Emails, practice management system and follow ups of any instructions incl. obtaining proof and checking...

Key performance areas: Documentation Processing - Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes in income by due date etc. - Coordinate and produce annual reviews incl. reports etc. - Emails, practice management system and follow ups of any instructions incl. obtaining proof and checking...

Company industry: Financial Services Job location: Centurion Career level: Junior Employment status: Full Time Qualification: Degree /NQF 4 in Short Term Insurance Years of experience: 1-2 years PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive...

Wealth Management OpportunityThe Recruitment Council is seeking a highly skilled and experienced Financial Services Director to lead our wealth management division. As a key member of our team, you will be responsible for driving business growth through strategic initiatives and ensuring alignment with internal standards.Key Responsibilities:Implement the...

**Introduction** **Role Purpose** As a Service Account Manager (SAM) within our Momentum Wealth Specialised Investments Service Centre, you will be one of Momentum's brand representatives, to our top supporting Financial Advisers. The main purpose of your role will be to increase client loyalty and satisfaction through consistent, world class and legendary...

**Introduction**Role Purpose** Significantly contribute to the, ongoing management and implementation of the Momentum Wealth International product solutions, pricing and platform capabilities. Target market includes investors and advisers in South Africa and selected international jurisdictions. **Requirements**: - B.Com or related degree. CFA or...

**VACANCY | INSURE ASDVISER ASSISTANT | CENTURION, GAUTENG | PERMANENT** PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage...

**Introduction** **Role Purpose** As a Service Account Manager (SAM) within our Momentum Wealth International Service Centre, you will be one of Momentum's brand representatives, to our top supporting Financial Advisers. The main purpose of your role will be to increase client loyalty and satisfaction through consistent, world class and legendary service...