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...

Established wealth management team who offer their clients tailored and holistic investment and wealth planning solutions, seek a passionate Wealth Manager for their Gauteng region. Fantastic team culture of collaborative and professional team members. **Responsibilities**: - Introduce new clients to our business, focussing on higher equity clients -...

**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...

The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments. To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ability to commute/relocate: - Pretoria,...

**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...

**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...

**Qualifications required**: Minimum BCom degree in a finance related field RE5 and Class of Business for investments completed Supervision complete (non negotiable) **Skills and experience required**: Confident and extremely well presented as this is a client facing role At least 2 years’ experience as a Client Wealth Manager, Financial Advisor or...

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...

Job SummaryWe are seeking a highly skilled Wealth Manager to join our team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services advice to high-income clients, focusing on investments and estate planning.Key ResponsibilitiesFormulate proposals for cash management, risk needs, investment planning, and...

Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, and Estate planning. This role is enabled by optimal service, integrating and coordinating all...

Overview">We at Liberty Standard Bank Group are seeking an experienced and results-driven Wealth Management Consultant to join our expanding wealth management salesforce. Our team is dedicated to providing exceptional service to clients, helping them achieve their financial goals.">Salary">The successful candidate will be rewarded with a highly lucrative...

Unlock Your Potential as a Wealth Management and Financial Planning ProfessionalWe are seeking experienced Wealth Managers and Financial Planning professionals to join our team at Independent Resourcing Consultancy Ltd. As a Wealth Management Specialist, you will play a key role in supporting High Net Worth (HNW) clients with offshore and onshore advice,...

Job SummaryWe are seeking a highly skilled and experienced Wealth Management Analyst to join our team at FirstRand Bank Limited. As a key member of our Wealth Management department, you will be responsible for providing administrative and implementation support to our Wealth Managers, as well as building and maintaining relationships with clients and...

Job SummaryWe are seeking a highly skilled Wealth Manager to join our team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services advice to high-income clients, with a focus on investments.Key ResponsibilitiesFormulate proposals in cash management, risk needs, investment planning, estate planning, or...

Job SummaryWe are seeking a highly skilled Wealth Manager to join our team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services advice to high net worth clients, with a focus on investments.Key ResponsibilitiesFormulate proposals in cash management, risk needs, investment planning, estate planning,...

**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...

At Liberty Standard Bank Group, we are seeking a highly motivated and results-driven Wealth Management Advisor to join our rapidly expanding wealth management salesforce.Job OverviewWe offer an exciting opportunity for individuals who want to build a career in the wealth management environment. As a Wealth Management Advisor, you will be responsible for...

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...