Private Wealth Portfolio Coordinator

A leading wealth management firm in Umhlanga Rocks is seeking a dedicated individual for their Private Wealth team. The successful candidate will assist Portfolio Managers in achieving flow and income targets, prepare client proposals, and drive the client review cycle. A background in financial services and strong communication skills are essential. This...

Select how often (in days) to receive an alert: Create Alert Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management...

A leading financial services provider in Umhlanga Rocks seeks an experienced investment manager to develop client portfolios and maintain relationships. Candidates should have at least 5 years in investment management, and knowledge of the Private Client industry is essential. A commitment to diversity and transformation is integral to the company's culture,...

Select how often (in days) to receive an alert: Create Alert Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management...

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...

Select how often (in days) to receive an alert: Create Alert Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management...

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...

A leading investment management firm in Umhlanga Rocks is seeking an experienced investment manager to manage client portfolios and ensure high standards of service. The ideal candidate will have a post-graduate degree, at least 5 years of experience, and knowledge of offshore trading and stockbroking. A commitment to personal and professional development,...

DNP Wealth is a progressive wealth and financial services platform dedicated to delivering uncompromised service. We specialize in creating objective and strategic financial blueprints tailored to the unique needs of individuals, families, and businesses. With a focus on clarity and actionable strategies, we simplify complex financial markets using insights...

A financial services platform in Umhlanga is seeking an Entry-Level Financial Advisor to provide tailored investment advice and assist clients in managing their financial portfolios. The ideal candidate should have a degree in Finance or a related field, along with strong skills in financial planning and communication. This full-time role offers uncapped...