Wealth Manager

**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.**Role Purpose** - Involve assessing...

**Wealth Manager**: - Job Reference: L78X5333 - Date Posted: 21 August 2024 - Recruiter: Independent Resourcing Consultancy - Location: Pretoria - Salary: On Application - Bonus/Benefits: Attractive Package - Sector: Wealth Management - Job Type: Permanent - Contact: Maria Inglis **Are you ready to broaden your scope of opportunity and skillset as a Wealth...

**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.**Role Purpose** - The purpose of the...

**Introduction** - Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA 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...

As a Financial Planner / Financial Advisors Career Opportunity at Liberty Standard Bank Group, you will be part of a rapidly expanding wealth management salesforce with a reputation for excellence.We are recruiting Financial Planners to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales driven. The...

**Responsibilities**: - Manage and grow a portfolio of high-net-worth clients - Understand clients' financial goals and develop personalized wealth management strategies - Provide investment advice and recommendations - Conduct thorough financial analysis and market research - Monitor and review client portfolios to ensure alignment with investment...

RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners...

About the RoleWe are seeking an experienced Wealth Manager to join our team at FirstRand Bank Limited.As a Wealth Manager, you will be responsible for providing high-quality financial services and advice to our clients. This includes formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients...

About the RoleWe are seeking a highly skilled and motivated Wealth Management Consultant to join our team at FirstRand Bank Limited.Job DescriptionAs a Wealth Management Consultant, you will be responsible for proactively managing a portfolio of Private Wealth Clients through provision of analysis, research and sales and service fulfilment. Your goal will be...

Job SummaryThis role involves building and maintaining professional business relationships across a portfolio of private wealth clients, achieving financial targets, acquiring new clients, and improving customer experience within the bank's regulatory and compliance frameworks.Key ResponsibilitiesAccountability: To build customer relationships in preferred...

Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each clients financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection. The team is composed...

**Job description**: **Responsibilities**: - Gather client policy and investment information - Compile logical summaries of information - Research product information - Assist with preparation of client proposals - Load new/existing business policies - Handle and solve client enquiries - Diary management for new and existing business cases - Diary...

**Responsibilities**: - Managing the portfolios of high-net-worth clients - Providing investment advice to clients - Conducting market research to analyze financial trends and market conditions - Assisting clients with financial planning and estate planning - Maintaining relationships with clients to ensure their satisfaction and trust - Monitoring and...

Overview Hire Resolve is looking for an experienced Wealth/Financial Planner to join our client, a prominent financial institution. This role is ideal for a driven professional with a proven background in wealth management and an established client base. Located in Pretoria, the successful candidate will work closely with high-net-worth clients, offering...

Company OverviewWe are Liberty Standard Bank Group, a leading financial services company. Our mission is to provide exceptional wealth creation opportunities for our clients and associates.Job DescriptionWe seek a seasoned Sales Executive to join our dynamic team as a Senior Wealth Development Manager. This role involves developing and executing strategies...

Job DetailsAbout the RoleAs a Wealth Management Specialist, you will be responsible for proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research, and sales and service fulfillment to identify additional opportunities for banking new clients and growing a portfolio of existing clients...

We are seeking a highly motivated and results-driven Wealth Management Expert to join our team at Liberty Standard Bank Group. As an Insurance Sales Representative, you will have the opportunity to build a lucrative career in wealth management, providing expert financial advice and solutions to clients.OverviewAbout Liberty Standard Bank GroupWe are a...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

Job Description To 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...