Private Wealth Manager

Role OverviewWe are seeking a highly skilled Private Wealth Banker to join our team. As a Private Wealth Banker, you will be responsible for building and maintaining professional business relationships across a portfolio of Private Wealth clients.Key ResponsibilitiesNew Business Origination: Identify and acquire new clients to grow the portfolio.Relationship...

Empowering Africa's Tomorrow, TogetherAbsa Group is a leading financial services provider with over 100 years of rich history and expertise. As a Private Wealth Banker, you will play a crucial role in building and maintaining professional business relationships with our clients.You will be responsible for achieving financial targets, acquiring new clients,...

Wealth Administrator Job DescriptionCA Financial Appointments requires a skilled Wealth Administrator to assist in various administrative tasks.Key Responsibilities:Gathering information via the Astute system for Para-Planners and Private Wealth Managers.Monitoring takeovers and sending confirmations to providers.Sending Provider Code Application forms to...

Unlock Your PotentialA career with Absa Group offers the opportunity to be part of an exciting growth journey and contribute to shaping our destiny as a proudly African group. As a Wealth Management Specialist, you will be responsible for building and maintaining professional business relationships across a portfolio of Private Wealth clients.Job...

Unlock Your Potential with Absa GroupWe're seeking a skilled Private Wealth Banker to join our team and contribute to our mission of empowering Africa's tomorrow, together.As a Private Wealth Banker, you will be responsible for building and maintaining professional business relationships with our clients, achieving financial targets, acquiring new clients,...

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...

Structured Wealth Solutions invites applications for a Broker Agent position focusing on Old Mutual offerings. The ideal candidate will have a strong background in marketing and selling financial products, including investments, retirement cover, wills, life cover, and funeral cover.Requirements:A valid driver's license and access to a vehicle are...

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...

Transform Your CareerA career with Absa Group offers the opportunity to be part of an exciting growth journey and contribute to shaping our destiny as a proudly African group. As a Private Banking Expert, you will be responsible for building and maintaining professional business relationships across a portfolio of Private Wealth clients.Job DescriptionWe are...

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 RoleThe successful candidate will be responsible for managing a portfolio of Private Wealth clients, achieving financial targets, and proactively acquiring new clients. You will work closely with stakeholders to drive business growth and ensure excellent customer service.Key Skills and QualificationsStrong business development skills to identify...

Are you a skilled Financial Services Specialist looking for a new challenge? We invite applications for a Broker Agent position at Structured Wealth Solutions, specializing in Old Mutual solutions. In this role, you will be responsible for marketing and selling financial products, including investments, retirement cover, wills, life cover, and funeral...

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...

Job SummaryWe are seeking a highly skilled Wealth Management Support professional to join our team in Cape Town.This role will involve working closely with Wealth Managers to provide research and analysis to support client wealth creation and financial wellbeing.Main Responsibilities:Supporting Wealth Managers with research and analysisDeveloping best...

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...