Private Wealth Manager

Job title : Private Wealth Banker - Coverage (FAIS)Job Location : Western Cape, Cape TownDeadline : April 14, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryTo build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and...

Are you a detail-driven administration professional passionate about delivering exceptional client service in Wealth Management? We're looking for a dynamic Wealth Management Associate (WMA) to join our team and become an administrative partner to one of our experienced Wealth Managers.About the role:As a Wealth Management Associate, you'll play a pivotal...

Bring your possibility to life Define your career with usWith 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 SummaryTo build and...

Job title : Wealth Management Associate (Administration)Job Location : Western Cape, Cape TownDeadline : April 18, 2025Quick Recommended LinksJobs by Location Job by industries About the role:As a Wealth Management Associate, you'll play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring...

Private Wealth Banker - Coverage (FAIS)Apply locations: Cape TownTime type: Full timePosted on: Posted YesterdayTime left to apply: End Date: March 18, 2025 (3 days left to apply)Job requisition id: R-15972990Empowering 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...

Wealth AdministratorOur client, a leading wealth manager, requires an experienced Wealth Administrator to support their team.Key Responsibilities:Retrieve information from the Astute system for Para-Planners and Private Wealth Managers.Chase takeover confirmations from providers and ensure timely completion.Send Provider Code Application forms to new Private...

Administrative Associate OpportunityWe are seeking a highly organised and detail-driven Administrative Associate for Wealth Managers to join our team at Private Client Holdings. As a key support partner, you will play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring...

Our CultureWe value collaboration, innovation, and continuous learning at Private Client Holdings. Our team is dedicated to delivering exceptional client service and making a positive impact in the community.**Job Summary**We are looking for a highly motivated and detail-oriented Private Client Support Specialist to join our team. You will provide...

Job OpportunityWe are excited to offer an opportunity for a talented Wealth Management Consultant to join our team at Structured Wealth Solutions in Western Cape. As a key member of our Sanlam Sky team, you will be responsible for providing expert financial guidance and delivering exceptional client service to individuals and families.Key...

Banking Advisor Private Wealth page is loadedBanking Advisor Private WealthApply locations Cape Town time type Full time posted on Posted 2 Days Ago time left to apply End Date: April 4, 2025 (6 days left to apply) job requisition id R31388Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers...

Cross Wealth Financial Services is seeking an experienced Wealth Management Professional to join our team!Company Description:Cross Wealth Financial Services is a leading provider of risk management solutions to individuals and families. Our team of experts works closely with clients to develop customized financial strategies that cater to their unique...

Time left to apply: End Date: March 24, (2 days left to apply)Job Requisition ID: RJob Description: To deliver exceptional experience and education to Private Wealth 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...

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...

Job OverviewThe Personal Financial Advisor role at Cross Wealth Financial Services focuses on delivering exceptional financial guidance to clients. This includes developing customized financial plans, analyzing financial data, and providing strategic advice on wealth management.Main AccountabilitiesDesign comprehensive financial plans tailored to clients'...

Supporting Wealth ProfessionalsAs a key member of our client's team, you will be responsible for ensuring seamless day-to-day operations in the wealth management department.Your Key Tasks:Extract relevant data from the Astute system for the benefit of our Private Wealth Managers and Para-Planners.Verify that takeovers are completed by providers and address...

We are seeking an experienced Paraplanner to join our team at FSP Wealth.The successful candidate will be responsible for providing support to financial advisors by preparing and maintaining client files, conducting research on financial products, and drafting financial reports.About the RoleThis is a full-time on-site role located in...

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 Title: Private Client AdvisorWe are seeking a talented Private Client Advisor to join our team at The Talent Experts. As a key member of our Wealth Management division, you will play a crucial role in delivering personalized financial solutions to high-net-worth individuals and families.About the Job:- You will be responsible for providing comprehensive...

iGrow Wealth Investments seeks a highly skilled Financial Manager to lead our financial operations and drive growth. This exciting opportunity involves overseeing the financials of our conveyancing company and rental management division, ensuring accuracy and compliance with financial regulations and reporting standards.Responsibilities:Develop and monitor...

About the Role:">Firstrand Namibia Limited is seeking an experienced Holistic Financial Consultant to join our team. As a key member of our Private Wealth division, you will be responsible for delivering tailored financial solutions to high net worth individuals.Responsibilities:">">Develop and implement wealth creation and protection strategies for...