Wealth Manager

3 weeks ago

CapeTown, South Africa The Recruitment Council Full time

Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that the Advisor projects a professional, competent and caring image to the outside world, including clients, prospects and partners.

In your role as Wealth Manager, you would be responsible for servicing a number of your own clients which would be allocated to you during the first few months. You will be responsible for every aspect of that clients care, from administration and reporting to advice and execution.

You would also be required to assist the senior advisors with the servicing of their larger and more complex clients. This could involve preparing reports, presentations, mandates and other documentation, as well as participating in meetings with those clients as required.

This will be a demanding role but also very rewarding one, with plenty of opportunity for learning and growth.

Tasks associated with this role include but are not limited to:

- Providing sound financial advice to clients

- Growing the AUM of your client base by farming existing clients and nurturing prospective clients

- Preparation and presentation of client reports, statements, financial needs analysis, etc.

- Handling administrative tasks and liaising with our partners in order to facilitate transactions

- Assisting management with preparation for key client meetings (presentations, reports, etc.)

- This is a central role to the business and involves interaction with clients, partners and internal staff at all levels

  • Wealth Manager | Western Cape

    3 weeks ago

    CapeTown, South Africa The Recruitment Council Full time

    Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business. Qualifications and Experience: Honours or Post Graduate Diploma in Financial Planning, CFP or BCom...

  • Wealth Manager

    3 weeks ago

    CapeTown, South Africa The Recruitment Council Full time

    The main purpose of the Wealth Manger is to tell our story to as many ideal clients, to ensure increase in AUM as per targets, to cross sell the services of the business, to service clients according to SLAs and to work together to increase the business AUM as per company strategy. This is done by regular update in industry knowledge, working with the team...

  • Salaried Wealth Manager

    3 weeks ago

    CapeTown, South Africa The Recruitment Council Full time

    Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with...

  • Head of Wealth and Financial Planning | Cape Town

    3 weeks ago

    CapeTown, South Africa The Recruitment Council Full time

    Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory specialists....

  • Internal Consultant

    3 weeks ago

    CapeTown, South Africa The Recruitment Council Full time

    Main Purpose of Job To provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business. Required Experience 3-5 years experience as a paraplanner within wealth management, preparing detailed and complex proposals and financial needs...

  • Marketing Coordinator

    3 weeks ago

    CapeTown, South Africa The Recruitment Council Full time

    Are you passionate about marketing and looking to take your career to the next level? We have an incredible opportunity for a talented Marketing Coordinator to join a leading Financial Services company! Responsibilities: Project management of marketing deliverables and campaigns. National Wealth adviser office marketing coordination. Communications...

  • Broker Support Agent

    2 weeks ago

    CapeTown, South Africa Nedbank Full time

    Requisition Details & Talent Acquisition ContactREQ: 131223Talent Acquisition Consultant: Lerato SitholeLocation: Western CapeCluster: Wealth- InsuranceClosing Date: 03 May 2024 Job FamilySales And ServicesCareer StreamSalesLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeBy supporting the Risk Advisor within Nedbank...

  • Broker Support Agent

    3 weeks ago

    CapeTown, South Africa Nedbank Full time

    Requisition Details & Talent Acquisition ContactREQ: 131223Talent Acquisition Consultant: Lerato SitholeLocation: Western CapeCluster: Wealth- InsuranceClosing Date: 23 February 2024 Job FamilySales And ServicesCareer StreamSalesLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeBy supporting the Risk Advisor within...

  • .Net Software Engineer

    3 weeks ago

    CapeTown, South Africa Progressive Edge Full time

    .Net Software Engineer (Mid) Permanent Cape Town Embark on a transformative journey with a pioneering Ed-Tech startup at the forefront of revolutionizing university education. Our mission is to dramatically increase the success rates of students, especially those from disadvantaged backgrounds, empowering them to complete their education and secure highly...