Wealth Management Specialist

Juno Wealth is a stand-alone, independent wealth management and advisory firm focused on delivering personalised, practical financial planning and investment solutions. We are dedicated to building long-term relationships with our clients by combining strategic advice, disciplined implementation, and consistent service excellence. Our small, professional...

Full job descriptionAbout Juno WealthJuno Wealth is a stand-alone, independent wealth management and advisory firm focused on delivering personalised, practical financial planning and investment solutions. We are dedicated to building long-term relationships with our clients by combining strategic advice, disciplined implementation, and consistent service...

-Introduction Consult is a registered Financial Service Provider (FSP), holding a FSB Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME’s) market. Consult...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...

What Youll Do:Design and implement tailored financial strategies to individuals, groups and businesses alike, by analysing financial portfolio and identifying strategic investment opportunities- local and offshore.Build trusted relationships with clients by understanding their financial goals, risk appetite, and future plans.Conduct regular portfolio reviews...

**Introduction**- - Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. - We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward...

IntroductionThrough our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees...

**About Juno Wealth** Juno Wealth is a stand-alone, independent wealth management and advisory firm focused on delivering personalised, practical financial planning and investment solutions. We are dedicated to building long-term relationships with our clients by combining strategic advice, disciplined implementation, and consistent service excellence. Our...

A financial services firm in Centurion is looking for an experienced administrative leader to provide comprehensive support in financial and wealth management. The candidate will oversee administrative processes, lead a team, and ensure compliance with industry standards. Ideal applicants should have a strong background in office administration and client...

**Introduction** - Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their...