Senior Wealth Product

Job description This role requires a wealth product specialist in the Financial Services environment with in-depth experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team. The role is overall responsible to support a large national network of financial advisers with complex advice related matters....

Job description:This role requires a wealth product specialist in the Financial Services environment with in-depth experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team. The role is overall responsible to support a large national network of financial advisers with complex advice related matters....

Apply Here: Position PreviewJob Title: Private Wealth ManagerType of Work: Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTUREWhat role would this job typically report into: Regional ManagerJOB PURPOSEIn this role, you'd be required to meet with...

Job description: This role requires a wealth product specialist in the Financial Services environment with in-depth experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team. The role is overall responsible to support a large national network of financial advisers with complex advice related...

A financial services firm is seeking a Wealth Product Specialist to support a network of financial advisers. The ideal candidate will have over 7 years of experience in wealth and investment products, with strong knowledge in financial planning. Responsibilities include managing complex advice matters and collaborating with cross-functional teams on...

An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation.Your:Formal Education:BComCFP AccreditationRE QualificationExperience:± 5 years in a...

Technical Specialist - Wealth ProductsJoin a leading Financial Services firm in Tygervalley, Cape Town, as a Technical Specialist in the Technical Adviser Support team. This is a Full Time, Mid-Senior level role that is overall responsible for supporting a large national network of advisors with complex advice-related matters in the Wealth division.The...

**Product People**is the premier destination for Product Management services in Europe. Our in-house staff helps cover parental leaves, discover/deliver great products, and accelerate transformation by acting as bar-raising pacesetters. We empower our Product community of 50,000 members to share knowledge generously whilst managing the unglamorous hands-on...

Job Title Wealth Manager Qualification Commerce or financial degree from a reputable tertiary institution (advantageous) CFP designation advantageous RE5 advantageous Minimum Requirements Experience in and solid knowledge and understanding of the financial planning environment FAIS (CAT II advantageous) and FICA. 3-5 years working experience in the financial...

Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town Overview A prestigious wealth management firm in Cape Town is seeking a skilled Wealth Management Associate to support a senior Director in delivering high-quality service to high-net-worth clients. Key Responsibilities Prepare client onboarding...