Wealth Manager

Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years’ experience as a Client...

Qualifications required: A degree in a finance related field such as a BCom, BusSc A wealth management or investment management qualification recognized by the FSCA A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous Skills and experience required: At least 2 years’ experience as a...

Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years’ experience as a Client...

Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years’ experience as a Client...

**Job Classification** - **REQ: 125738 - Refilwe Falatsi**: - **Closing Date: 28 April 2023**: - **Division: Wealth Management SA (Client Enablement)**: - **Employment Equity Statement: Preference will be given to individuals from underrepresented groups.** - Job Family- Marketing, Communication and Research - Career Stream- Marketing and Brand...

Gauteng, Johannesburg - Annually Cost To Company (Market related) A well-established company is seeking to appoint Senior Audit Manager - Wealth. **Qualification**: - BComm, BCompt, BSc (mandatory) - Certified Information Systems Auditor (CISA) and optional Certified Internal - Auditor (CIA) (optional) **Experience**: - Deep insurance industry strategic...

**Product Development Manager - Wealth Mgt** Innovative Wealth Mgt business seeks analytical and proactive indiv. Key role to manage and contribute toward development & implementation of products, special projects and initiatives for Wealth Mgt business (Stockbroking, Portfolio / Asset Mgt, Financial Advisory etc). **Main Responsibilities**: - Be...

Job Description To deliver exceptional experience and education to Private Wealth or RMBPB 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...

Job Description To deliver exceptional experience and education to Private Wealth or RMBPB 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...

Job Description To deliver exceptional experience and education to Private Wealth or RMBPB 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...

Job Description To deliver exceptional experience and education to Private Wealth or RMBPB 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...

Berghshire Wealth BlueStar is a committed team of elite financial planners devoted to finding solutions to suit every client's specific financial needs. Based in all three major provinces of South Africa, our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of the...

GCI is a registered Financial Services Provider with its head office based in Auckland Gauteng. GCI is currently looking for a suitably qualified (CA) with experience as a Head of Services and Operations. The successful incumbent will be reporting to the Chief Operations Officer. The main purpose of the Head of Services and Operations is to oversee the...

Our client, a leading Wealth & Investment Firm is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division. This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder relationship management and client engagement, in line with the client’s...

Dealing with the general servicing queries that come into the Client Services inbox and trying to handle at first point of contact if possible. - Focusing on delivering an exceptional level of service, clearly communicating with the client at each stage and working cross department if required to get a speedy resolution to the query. Essential: - 2 Years...

Our client a leading Asset Manager is recruiting for a Wealth International Product & Platform Specialist who will be accountable for the design, ongoing management and implementation of the company’s wealth international product solutions, pricing and platform capabilities. Target market includes investors and advisers in South Africa and selected...

Welcome to The Next Generation of Insurance & Wealth Creation Professionals. Are you a motivated individual with an entrepreneurial mindset? Do you thrive on negotiating and closing sales? Are you ready to write your own success story? If so, we want you to join our team as a Financial Advisor. **Role Description** This is a full-time hybrid role as a...

Job Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

Job Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

**Description**: - To manage the strategy; planning; organising; negotiating; staffing; directing and controlling of all aspects of projects or programmes for a portfolio in ensuring the successful implementation of Projects to realize the business strategy - Wealth Management banking, structured lending and advice experience - Distribution experience -...