Wealth Manager

Company Description Iza Wealth (Pty) Ltd is an independently owned financial advisory company committed to offering objective specialist offshore financial advice and services to individuals and families. We guide our clients through the complex and evolving world of global finance and regulation. Supported by an international network of partner...

Apply Here: Position PreviewJob Title: Private Wealth ManagerType of Work: Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTUREWhat role would this job typically report into: Regional ManagerJOB PURPOSEIn this role, you'd be required to meet with...

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an experienced Wealth Manager & afford them the opportunity to on their...

Job Title Wealth Manager Qualification Commerce or financial degree from a reputable tertiary institution (advantageous) CFP designation advantageous RE5 advantageous Minimum Requirements Experience in and solid knowledge and understanding of the financial planning environment FAIS (CAT II advantageous) and FICA. 3-5 years working experience in the financial...

FNB is looking for an experienced Wealth Manager to join their Private Banking and Advisory team. In this role, you will act as a trusted financial advisor to high-income clients, offering tailored savings, investment, and estate planning solutions with a strong focus on wealth growth and protection. Key Responsibilities Provide comprehensive financial...

Company DescriptionNEBA Private Clients, a division of TEAM plc, is a part of an esteemed financial group listed on the London Stock Exchange with investors such as Schroders, Marlborough, and Crux. The company embraces a blend of enduring values and innovative financial solutions, aiming to pioneer change in financial services with transparency and...

About CarrickCarrick is a dynamic and independent financial services provider specialising in integrated wealth management. Established in 2014, the Carrick team has brought a wealth of collective experience to the business. We are guided by our passion to set new benchmarks and standards in the industry, and are focused on providing a client experience that...

Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town Overview A prestigious wealth management firm in Cape Town is seeking a skilled Wealth Management Associate to support a senior Director in delivering high-quality service to high-net-worth clients. Key Responsibilities Prepare client onboarding...

An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation.Your:Formal Education:BComCFP AccreditationRE QualificationExperience:± 5 years in a...

Key Responsibilities:Prepare and collate new client onboarding documentationOversee the management and updating of client CRM profileLiaise with external and internal providers on client specific queriesResolve and manage admin related queries or issues with clients directlyManage preparation of client review packsApply basic knowledge of the FAIS General...