Senior Private Wealth Portfolio Manager

A leading wealth management firm in Umhlanga Rocks is seeking a dedicated professional to manage client portfolios and engage with high net worth clients. The ideal candidate has over 5 years of experience in the private wealth industry, excellent communication skills, and a strong ability to multitask in a fast-paced environment. This role offers career...

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,...

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...

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...

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...

Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.Identify Local and Offshore fiduciary opportunities and advise on...