Wealth Manager

**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 -...

**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 -...

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,...

Join one of the leading independent Wealth Managers in an advisory role. **Responsibilities**: - Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's - Estate planning - Retirement planning - Education planning - Make detailed recommendations taking cognisance of each client's...

**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...

Job Title: Wealth Management ProfessionalWe are seeking a highly motivated and results-driven individual to join our team as a Wealth Management Professional. In this role, you will have the opportunity to make a meaningful impact on the lives of our clients and help them achieve their financial goals.A Liberty Wealth Management Professional is a trusted...

Job SummaryAs a Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company's goals and objectives as well as your own.Achieve objectives and targets through effective planning, lead management, and engaging with potential clients.Identify and target key...

RE5 is required BCom / BBusSc or similar finance / wealth / investment management related qualification. Completed post graduate diploma or CFA/CFP qualification will be given preference. **Skills and experience required**: At least 2-3 years’ experience as a client wealth manager / financial advisor / planner / similar. Experience in investment...

BCom / BBusSc or similar finance / wealth / investment management related qualification. Completed post graduate diploma or CFA/CFP qualification will be given preference. RE5 is required. **Skills and experience required**: At least 2-3 years’ experience as a client wealth manager / financial advisor / planner / similar. Experience in investment...

**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...

About the RoleThis is an exciting opportunity to deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation, and overall protection tactics. Our goal is to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

About the JobWe are seeking a Wealth Management Strategist to join our team at The Recruitment Council. This role involves designing and developing client value propositions that support clients in achieving their financial planning, wealth advice, and philanthropic goals.Main ResponsibilitiesCVP Strategy and ImplementationDevelop and implement client value...

Job Summary:We are seeking a Wealth Management Expert to join our team at SureX. As a Wealth Management Expert, you will play a key role in helping clients manage their wealth and achieve their financial goals. Your duties will include preparing financial plans, supporting clients, and problem-solving.Duties & Responsibilities:* Prepare financial plans and...

Your Role as a Wealth ManagerYou will play a pivotal role in planning and managing leads to achieve our goals and objectives.As an experienced Wealth Manager, you will provide bespoke financial advice to local and international clientele, nurturing potential clients through networking and follow-ups.The key aspects of your job will include:Achieving...

Your RoleIn this experienced Financial Advisor role, you will be responsible for effectively managing leads while interacting with potential businesses and professionals to achieve both company goals and your own objectives. This involves identifying and targeting key stakeholders, fostering strong relationships, and providing comprehensive wealth planning...

Key ResponsibilitiesEffectively plan and manage leads to meet business objectives, leveraging your knowledge of investment products and estate planning strategies.Establish strong relationships with key stakeholders, fostering trust and understanding.Network with potential clients, conduct comprehensive needs analyses, and create tailored wealth plans that...

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...

Paraplanning Support SpecialistWe are seeking a highly skilled and experienced Paraplanning Support Specialist to join our team at Engineering Jobs. The ideal candidate will have a strong background in financial planning and be able to provide exceptional support to our Senior Wealth Planners.Main Responsibilities:Provide research assistance to Senior Wealth...