Salaried Wealth Manager Cape Town

We are seeking a highly skilled and experienced Director of Wealth Management to join our esteemed client, a renowned International Wealth management Group based in Cape Town.The ideal candidate will have at least 7+ years of experience in marketing and distributing CIS investment products, as well as 2+ years of experience managing a sales team. A Financial...

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...

**Job Advert Summary**: The Senior Manager of Wealth Advisory is accountable for the monitoring, reporting and development of strategy. The incumbent will manage the Wealth Advisory teams. The role will collaborate with various stakeholders. The role includes strategic and operational oversight of the functional business areas. It further has oversight...

Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business. Qualifications and Experience: - Honours or Post Graduate Diploma in Financial Planning, CFP or BCom...

Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory specialists....

**Job Description**: This is an opportunity for a passionate and well-established Wealth Manager to flourish in a dynamic and fast paced environment, which empowers you to grow and improve. RMB Private Bank is seeking experienced Wealth Managers, to form part of our team and provide expert legacy and wealth management advice to our diverse range of...

Hiring: Wealth manager in Rosebank **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 risk profile and financial needs -...

Job Description Hello future Wealth Manager - Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. As a Wealth Manager, you...

**How you'll role** In your role as an experienced 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. You will provide bespoke financial advice to local and international clientele. To be successful in this...

**Main duties and responsibilities**: 1. Build a Wealth practice of High Net Worth clients with a focus on Asset Accumulation, Risk solutions, Business solutions, Wealth Protection and Wealth Growth 2. Build and manage client relationships that result in a successful partnership 3. Accountable for the portfolio of High Net Worth Clients 4. Advice led...

Position: Para-planner / Associate Wealth Manager - CTC: Market related + bonuses. - **Duties**: - Office bound - client onboarding, para-planning and working with the wealth managers on financial plans, product research, charting and reporting, proposal writing, review writing, liaising with the client services team, and light administrative duties. -...

Job Description As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our...

Job DescriptionThe Recruitment Council is seeking a talented Wealth Management Expert to join our team. As an Advisory Partner, you will be responsible for bringing financial planning and investment solutions to a broad client base, engaging both prospective and existing clients with a commitment to personalized and ethical financial advice.Job PurposeThe...

Job Title: Wealth Management ProfessionalAbout the Role:The Recruitment Council is seeking a skilled Wealth Management Professional to join our team. As a key member of our organization, you will be responsible for conducting comprehensive financial needs analyses focused on life and investment planning.Key Responsibilities:Sales Opportunities Creation:...

Position: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

Job Title: Private Wealth Management DirectorWe are seeking an experienced Private Wealth Management Director to join our team at Dante Personnel in Pretoria. This is a senior leadership role that requires strong analytical and critical thinking skills, as well as excellent communication and interpersonal skills.Key Responsibilities:Develop and implement...

**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’...

Wealth Creation Strategies">The Wealth Advisor role at The Recruitment Council requires an individual with a deep understanding of wealth creation strategies, risk management, and portfolio growth. This includes developing comprehensive financial plans, identifying fiduciary opportunities, and recommending appropriate financial products.Key...

Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

Position: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...