Wealth Management Associate

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...

Are you a dynamic and results-driven sales professional looking for a thrilling opportunity? Look no further! Wealth Masters Club is looking for exceptional Sales Associates to join our elite team in Cape Town, Somerset West, Durban, Johannesburg, and Pretoria. **Why Join Wealth Masters Club?** - Exciting Career Growth: Unlock your potential and grow your...

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...

Key Result Area: Main Activities:1. Administrative support to Wealth Managera. Prepare and collate new client onboarding documentation.b. Oversee the management and updating of client CRM profile.c. Liaise with external and internal providers on client specific queries and implementation ofinstructions.d. Resolve and manage admin related queries or issues...

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...

Wealth Associates is seeking a Paraplanner to join our Financial Planning team in Tokai, Cape Town. This role is central to supporting Advisors, enhancing client outcomes, and ensuring smooth delivery of our advisory processes. You'll work closely with Advisors, providing technical expertise, research, and administrative support to deliver tailored financial...

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...

Our Client 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. Duties & Responsibilities They are looking to bring in an experienced Wealth Manager and...

A wealth management firm in Cape Town is seeking an experienced professional to manage client onboarding, handle administrative queries, and support Wealth Managers. Candidates should have a financial degree, 3-5 years of experience in financial planning, and be proficient in MS Office. CFP and RE5 designations are advantageous. The role requires strong...

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...