Wealth Manager

A Private Wealth Manager will meet with prospects and clients, conducting a detailed financial analysis in order to determine opportunity for clients with regards to onshore and offshore personal wealth portfolios, retirement planning, insurance, education planning and estate planning. They will make detailed recommendations in respect of aforesaid...

Job OverviewWe are seeking a highly skilled Financial Planner to join our team at Cross Wealth Financial Services.

About Structured Wealth SolutionsWe are a reputable wealth management firm dedicated to delivering exceptional financial services to our clients. Our team is comprised of experienced professionals who share a passion for helping individuals achieve their long-term financial goals.Salary and BenefitsThe successful candidate can expect a competitive salary in...

iGrow Wealth Investments is a leading property investment group in South Africa, seeking an experienced Wealth Investment Specialist to join their team. The successful candidate will be responsible for providing management and strategist with weekly reports on sales performance, client consultations, and business growth.Key Responsibilities:Prepare weekly...

Our client is an established wealth management firm 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 accomplished Wealth Manager to contribute to their continued...

Our client, a boutique wealth and investment firm based in Claremont, Cape Town is looking to recruit an accomplished wealth manager. This role is a client-facing & front-office role as a wealth manager who will manage an existing client book of relationships, providing comprehensive advice and a broad range of investment tailored investment & wealth...

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...

**Wealth Manager**: - Job Reference: LRXY9336 - Date Posted: 21 August 2024 - Recruiter: Independent Resourcing Consultancy - Location: Cape Town, Western Cape - 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...

**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.**Disclaimer** - As an applicant, please...

The Wealth Manager is responsible for:Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;Support to Wealth Planners in terms of generating new business and preparing proposals for new and existing clients.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP accreditation would...

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 a motivated Associate Wealth Manager & support them in building and...

Job OverviewWe are seeking a detail-oriented and organized Administrative Support Specialist to join our team at Set Consulting in Cape Town. As a Wealth Management Associate, you will provide administrative support to our Wealth Manager and their clients.The successful candidate will have a strong background in finance and administration, with experience...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...

Liberty Standard Bank Group: A Career in Wealth ManagementA career as a Wealth Management Consultant at Liberty Standard Bank Group offers the perfect blend of support and challenge for ambitious individuals. With our extensive industry expertise and cutting-edge financial solutions, you'll have the opportunity to build lasting relationships with clients and...

Wealth Management Associate (WMA)R25k - R30kCape Town Exciting career opportunity for a Wealth Management Associate with a prominent financial services company in Cape Town. In this role, you will report to the Wealth Manager and provide administrative support while serving as a strategic partner. Your responsibilities will include managing deadlines,...

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. **Responsibilities**: - Information gathering via the Astute system for the Para-Planners and Private Wealth Managers - Chase takeovers and send to providers and get confirmation that it is done - Send the Provider Code Application forms for new Private Wealth...

Job Opportunity: Financial Services Sales Manager Join Wealth Doctors Financial Services as a Sales Manager and drive your career to new heights! We're seeking an experienced leader to head our sales team, meet targets, and provide exceptional financial services to our clients. If you're passionate about finance and love mentoring a team, this is your...

We are seeking experienced Financial Advisers/Insurance Brokers to join our dynamic team at Financial Advisors HR. This is a full-time remote role that offers a unique opportunity for talented professionals to excel in wealth management and protection solutions.About the RoleAs a Wealth Management Specialist, you will be responsible for providing top-notch...

Wealth Management Associates at Set Consulting play a vital role in providing administrative support to our Wealth Managers. This exciting career opportunity is based in Cape Town, where you will be responsible for managing deadlines, paperwork, and operational details to improve the overall service for our clients.Key ResponsibilitiesPrepare and collate new...

**Are you energetic, ambitious and looking to develop your career? Our Cape Town Wealth department is looking to add a Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We are looking for someone with an interest in the industry who is looking to diversify their...