Wealth Manager
2 weeks ago
Wealth Manager page is loaded## Wealth Managerlocations: FNB Acacia house, 2 Kikembe Drive, Umhlanga, Durban, time type: Full time posted on: Posted Today time left to apply: End Date: November 7, (2 days left to apply) job requisition id: R Job Description Provide product support training on Wills, ensure multiple channel relationships, prepare Wills free of legal drafting errors and cross sell Achieve total revenue targets by either growing existing clients (optimizing revenue opportunities) or by acquiring new clients. Provide information to Finance department on both income and expenditure budgets for the functional area to prepare accurate financial forecasts. Establish, align and manage target and budget goals whilst ensuring effective control of costs for a range of functional areas to increase cost efficiency. Develop a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service. Develop and maintain a partnership model with staff in the area to facilitate strategic decisions and the application of value‑add practices. Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders. Benchmark market performance levels and business concepts to aid in target setting. Maximize Business Portfolio cross sell opportunities and strengthen client relationships. Track, control and influence Wealth sales activities with the specific aim to achieve previously determined sales team targets. Translate strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and control systems to track progress. Monitor changes in legislation, regulations, initiatives and relevant industry practices. Ensure drafting and implementation of appropriate interventions. Ensure compliance with audit requirements. Develop appropriate product pricing and costing policies based on marketplace dynamics research. Define a Sales portfolio growth strategy in line with predetermined growth targets, which are determined on an annual basis through conducting competitor analysis and innovating new value propositions by developing sales initiatives which align with the various segment strategies. Develop a deep understanding of the technical trends, commercial market, competition and trends in the market. Research and identify new entrants in the relevant industries (mobile, payments, finance etc.). Assess opportunities and threats from these entrants. Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data. Manage own development to increase own competencies. Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve efficiencies and increase competencies. Employment Equity All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties. #J-18808-Ljbffr
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Paraplanner for Wealth
5 days ago
Durban, South Africa Warwick Wealth Full timeA leading investment house is seeking a Paraplanner in Durban to support financial advisors through research and financial planning. The role demands a finance or economics degree, excellent analytical skills, and strong attention to detail. Candidates with relevant certifications and experience in wealth management will be favored. This full-time position...
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Wealth Manager
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Durban North, South Africa CA Financial Appointments Full timeJoin one of the leading independent Wealth Managers in an advisory role. **Responsibilities**: - Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's - Estate planning - Retirement planning - Education planning - Make detailed recommendations taking cognisance of each client's...
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National Wealth Manager
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Wealth Manager
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Wealth Manager, Durban
4 days ago
Durban, KwaZulu-Natal, South Africa Independent Resourcing Consultancy Full time R900 000 - R1 200 000 per yearAre you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning...
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Wealth Manager
4 weeks ago
Durban, South Africa Rmbwestport Full timeWealth Manager page is loaded## Wealth Managerlocations: FNB Acacia house, 2 Kikembe Drive, Umhlanga, Durban, 4319time type: Full timeposted on: Posted Todaytime left to apply: End Date: November 7, 2025 (2 days left to apply)job requisition id: R32724# **Job Description**Provide product support training on Wills, ensure multiple channel relationships,...
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Wealth Manager
2 weeks ago
Durban, South Africa FNB South Africa Full timeJob title : Wealth Manager Job Location : KwaZulu-Natal, Durban Deadline : November 30, 2025 Job Description Provide product support training on Wills, ensure multiple channel relationships, prepare Wills free of legal drafting errors and cross sell Achieve total revenue targets by either growing of existing clients (optimizing revenue opportunities) or by...
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Durban, South Africa GCI Wealth Full timeA Financial Service Provider based in Hilcrest Kwazulu Natal, is currently looking for an experienced and qualified Administrator, who will assist the Wealth Manager with the presales administration process, the product implementation administration process, and the post administration process. This involves working with various insurance companies, clients...
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Client Relationship Manager
4 weeks ago
Durban, South Africa Chartered Wealth Solutions Full timeChartered Wealth Solutions is a financial planning practice that builds lasting relationships with clients, guiding them through life’s transitions and helping them make decisions that support the life they want to live. Our approach combines expert knowledge with personalised guidance to ensure clients feel supported and confident throughout the planning...
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Independent Wealth Manager
2 weeks ago
Durban, South Africa Milford Blake Executive Search Full timeWith the provision of significant qualified leads, the Wealth Manager''''s main responsibility is to drive penetration into the banking customer base through relationship building and offering clients fully independent wealth and financial planning solutions. - Independent Practitioner Partnership model vs Traditional Employment model: The Independent...
