Private Wealth Manager

time left to apply End Date: March 31, 2025 (10 days left to apply)job requisition id R27214Job DescriptionTo deliver exceptional experience and education to RMB 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...

Welcome to Structured Wealth Solutions, a leading provider of comprehensive wealth management solutions. We are excited to announce that we are recruiting a highly skilled Broker Agent to join our dynamic team for CAPITAL LEGACY.About Us:We pride ourselves on our commitment to excellence and dedication to delivering unparalleled financial services to our...

We are recruiting a talented Wealth Management Consultant to help us deliver exceptional results for our clients at Capital Legacy. As a key member of our team, you will play a crucial role in developing and implementing strategic plans to achieve business objectives.Key Responsibilities:Develop and maintain relationships with existing clientsIdentify new...

Job Summary:We are seeking an organized and detail-oriented Wealth Administrator to support our team in Cape Town. The successful candidate will be responsible for providing administrative assistance, data entry, and record-keeping services.Main Responsibilities:Information Gathering and Verification: Assist in gathering information via the Astute system for...

About the RoleWe are seeking a highly skilled Wealth Management Specialist to join our Private Wealth team at Absa Group. As a key member of our team, you will be responsible for providing tailored financial solutions and expert advice to high net worth clients, helping them achieve their long-term financial goals.This role requires a deep understanding of...

Job RequirementsWe are seeking a highly skilled Private Banking Expert to join our Private Wealth team at Absa Group. As a key member of our team, you will be responsible for providing tailored financial solutions and expert advice to high net worth clients, helping them achieve their long-term financial goals.This role requires a deep understanding of the...

Job title : Private BankerJob Location : Western Cape, Cape TownDeadline : March 20, 2025Quick Recommended LinksJobs by Location Job by industries Key Responsibilities:Manage and expand a portfolio of high-net-worth clients, providing personalized wealth management services. Leverage your book size of approximately $150M USD to build and maintain...

Job title : Banker Private (FAIS)Job Location : Western Cape, Cape TownDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryUtilise technology and applied learning in a virtual Omni-channel environment, providing superior and seamless customer experience in an efficient and cost-effective manner, by performing...

Empowering Africa's tomorrow, together…one story at a time.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 SummaryUtilise...

Wealth Management AssociateAbout the Role:We are seeking a detail-oriented and organized Wealth Management Associate to support our Financial Planning Partners in delivering exceptional client service. The successful candidate will have excellent communication skills, attention to detail, and experience in wealth management.Responsibilities:Client...

Overview:The banker role is within the HNW Team based in Stellenbosch. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our client's Value Proposition. An understanding of HNW individuals' financial position (personal balance sheet/business structures/family structures) and the ability to identify...

Overview:The banker role is within the HNW Team based in Stellenbosch. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our client's Value Proposition. An understanding of HNW individuals' financial position (personal balance sheet/business structures/family structures) and the ability to identify...

Overview:The banker role is within the HNW Team based in Stellenbosch. The role requires the sourcing and acquisition of new HNW clients and the ability to articulate and sell our client's Value Proposition. An understanding of HNW individuals' financial position (personal balance sheet/business structures/family structures) and the ability to identify...

Succeed as a Financial Advisor with Lonfin WealthWe are seeking experienced professionals to join our team in the Western Cape Region.Key Qualifications:At least 2 years of experience in the financial services sectorRE5 and Class of Business certificationsOngoing commitment to professional developmentResidency in the Western CapeDemonstrated success in a...

Qualifications and ExperienceTo be successful as a Regional Manager: Financial Planning, you will need to have:A Bachelor of Commerce in Finance or Legal Degree (NQF7 or Higher)Certified Financial Planner or Wealth Management certification120 credits or Qualification aligned with FAIS and FSCA requirementsRE 1 Certificate: Key IndividualYou will also need to...

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written...

Key Responsibilities:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client specific queries and implementation of instructions.Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth ManagerManage the...

Job title : International Private Banker (CT)Job Location : Western Cape, Cape TownDeadline : March 14, 2025Quick Recommended LinksJobs by Location Job by industries Job PurposeTo deliver International Investment banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the...

Job title : Wealth Management Advisor - Manila, Saigon & JakartaJob Location : Western Cape, Cape TownDeadline : March 27, 2025Quick Recommended LinksJobs by Location Job by industries About the jobAre you looking for your new role abroad? Enjoy career growth, vibrant cultures, and unmatched opportunities in our dynamic financial hubs. This position is for...

Minimum Requirements:Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services IndustryBcom | Relevant Tertiary Education requiredCertified Financial Planner | CFPRE 5 CompletedProficient in CRM Systems essentialStrong knowledge of Annuities | Investments | Tax Related Assistance will be beneficialValid Driver's License and own...