Strategic Wealth Advisor for High-Net-Worth Clients
13 hours ago
A leading financial services firm is seeking a dynamic Wealth Manager in Cape Town. This pivotal role involves formulating innovative solutions for high net‑worth clients, achieving sales targets, and maximising bank profitability. The ideal candidate should have a degree in finance, a Post Graduate Diploma in Financial Planning, and 5+ years in wealth management. This full-time position offers an opportunity to shape integrated wealth management services while fostering collaboration and compliance.#J-18808-Ljbffr
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Cape Town, South Africa Carrick Wealth Full timeA leading wealth management firm in Cape Town seeks a Private Wealth Manager to serve High-Net-Worth clients. Responsibilities include client engagement, conducting financial analysis, and providing tailored recommendations on wealth portfolios. Candidates should have at least 3 years of wealth management experience and relevant qualifications recognized by...
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Senior Wealth Planner for High-Net-Worth Clients
2 weeks ago
Cape Town, South Africa The Legends Agency Full timeA trusted investment advisory firm in Cape Town is seeking a Financial Planner to deliver expert financial guidance to high-net-worth clients. You'll design and implement investment strategies while providing holistic financial planning services. The ideal candidate has 3-5 years of experience, relevant qualifications, and excellent communication skills....
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Cape Town, South Africa Spane4all Full timeA financial services provider in Cape Town is looking for a Banking Specialist to provide customized financial solutions to ultra- and high-net-worth clients. The ideal candidate will have extensive experience in the Financial Services Industry and a deep knowledge of banking products. Applicants must possess a recognized degree and be capable of building...
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Cape Town, South Africa FirstRand Namibia Limited Full timeA financial services institution in Cape Town seeks a Banking Specialist to deliver customized solutions for ultra-high-net-worth clients. The role requires a strong background in financial products and client engagement, along with 10 years of experience in the financial services industry. This is a full-time position with a focus on building long-term...
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Cape Town, South Africa RMB Nigeria Limited Full timeA leading financial institution seeks a Banking Specialist in Cape Town. The ideal candidate will deliver customized solutions to high-net-worth clients, utilizing over 10 years of financial services expertise. Responsibilities include structuring credit facilities, managing deposits, ensuring compliance, and providing exceptional client support. Applicants...
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Cape Town, South Africa FNB Namibia Full timeA prominent financial institution in Cape Town is seeking a Banking Specialist to deliver tailored financial solutions to ultra- and high-net-worth clients. The ideal candidate will have significant experience in financial services, with a strong focus on building long-term relationships. This role requires excellent knowledge of banking products and the...
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Cape Town, South Africa Wesbank Full timeA leading financial institution in Cape Town seeks a Banking Specialist to provide customized solutions for ultra-high-net-worth clients. The candidate will engage directly with clients, develop banking solutions, and support them through complex financial processes. A successful candidate will have a degree recognized by FSCA, RE5 certification, and at...
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Relationship Banker
2 weeks ago
Cape Town, South Africa Rory Mackie & Associates Full timeThe Relationship Banker will work within the High-Net Worth Individuals (HNW) International Team based in Cape Town. The Private Banking role requires strong relationship management and acquisition of HNW clients and the ability to articulate and sell our clients bank value proposition. This individual must understand HNW individuals’ financial position...
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Wealth Manager
13 hours ago
Cape Town, South Africa nedbank Full timeA leading financial service provider in Cape Town is seeking a dynamic Wealth Manager to enhance integrated wealth management. This role involves advising high net-worth clients, achieving sales targets, and maximizing profitability through strategic cross-selling. Candidates should have at least 5 years of relevant experience and possess a professional...
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Wealth Manager
3 days ago
Cape Town, Western Cape, South Africa Nedbank Private Wealth South Africa Full time R800 000 - R1 200 000 per yearWe're seeking a dynamic Wealth Manager to join our Team — individuals who bring Nedbank's Connected Wealth vision to life. This role is pivotal in driving impactful growth, fostering collaboration, and shaping the future of integrated wealth management at Nedbank Private Wealth.To manage client's wealth needs through an ongoing advisory process to achieve...