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 -...

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...

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

Unlock Your Potential as a Wealth Management ProfessionalWe are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Independent Resourcing Consultancy Ltd in Pretoria. As a key member of our wealth management team, you will be responsible for providing expert advice and support to high net worth clients, helping them...

**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...

Minimum BCom degree in a finance related field RE5 and Class of Business for investments completed Supervision completed **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 Planner Experience in investment advisory...

**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...

Unlock Your Potential as a Wealth Management ProfessionalWe are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Click and Connect Online Limited in Pretoria. As a key member of our wealth management team, you will play a vital role in supporting High Net Worth (HNW) clients with offshore and onshore advice.Our...

Unlock Your Potential as a Wealth Management ProfessionalWe are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Click and Connect Online Limited in Pretoria. As a key member of our wealth management team, you will play a vital role in supporting High Net Worth (HNW) clients with offshore and onshore advice.Our...

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 and experienced Wealth Manager to join our Private Banking and Advisory Team. As a Wealth Manager, you will be responsible for providing expert financial planning and wealth management services to high net worth clients, with a focus on investments.Key ResponsibilitiesFormulate proposals in cash management, risk...

Join Our Team as a Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Liberty Standard Bank Group. As a Wealth Planner, you will be responsible for managing and acquiring a portfolio of High Net Worth clients, providing excellent service, and building strong relationships with them.Main Responsibilities:Acquire...

Join Our Team as a Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Liberty Standard Bank Group. As a Wealth Planner, you will be responsible for managing and acquiring a portfolio of High Net Worth clients, providing excellent service, and building strong relationships with them.Main Responsibilities:Acquire...

Join Our Team as a Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Liberty Standard Bank Group.Main Responsibilities:Acquire and manage a portfolio of high net worth clientsDevelop and implement comprehensive wealth and financial plansBuild and maintain strong relationships with clients and industry...

About the RoleWe are seeking a highly skilled Wealth Manager to join our Private Banking and Advisory Team. 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...

**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...