Salaried Wealth Manager Cape Town

Direct message the job poster from Warwick WealthCompany DescriptionWarwick Wealth is an independent financial service provider known as 'The Investment Specialists', offering exceptional products and services locally and internationally. The company focuses on providing quality investment products and services to meet the unique needs of its clients. With a...

We are seeking highly skilled professionals to join our team at Financial Advisors HR as Sales and Advisory Specialists.Company OverviewOur company is a leading provider of financial services, committed to delivering exceptional results and building long-lasting relationships with our clients. We are dedicated to providing top-notch wealth management and...

About the RoleWarwick Wealth is seeking an experienced wealth planner to join our team. The ideal candidate will be able to prospect and source private clients through our IFAs, as well as through direct business, increasing our Assets Under Management (AUM) and establishing a strong client book.Key Responsibilities- Secure new high and ultra-high net worth...

The role necessitates experienced advisors/planners to deliver professional advice to a well-established clientele and membership base. You will engage with both new and existing clients provided by the company, presenting an exciting opportunity to offer your expert financial guidance and ensure sound financial decisions are made. Responsibilities: Work...

The role necessitates experienced advisors/planners to deliver professional advice to a well-established clientele and membership base. You will engage with both new and existing clients provided by the company, presenting an exciting opportunity to offer your expert financial guidance and ensure sound financial decisions are made.Responsibilities:Work with...

The role necessitates experienced advisors/planners to deliver professional advice to a well-established clientele and membership base. You will engage with both new and existing clients provided by the company, presenting an exciting opportunity to offer your expert financial guidance and ensure sound financial decisions are made.Responsibilities:Work with...

The role necessitates experienced advisors/planners to deliver professional advice to a well-established clientele and membership base. You will engage with both new and existing clients provided by the company, presenting an exciting opportunity to offer your expert financial guidance and ensure sound financial decisions are made.Responsibilities:Work with...

At Chartered Wealth Solutions, we place a strong emphasis on building long-lasting relationships with our clients. As a Client Relationship Manager, you will be the primary point of contact for our clients, managing their communications and fostering ongoing relationship-building efforts to ensure client satisfaction.The ideal candidate will have a minimum...

Job title : International Wealth Proposition ManagerJob Location : Gauteng, JohannesburgDeadline : April 05, 2025Quick Recommended LinksJobs by Location Job by industries A top investment management firm is looking for an International Wealth Proposition Manager to join their dynamic distribution team in either Johannesburg or Cape Town. As the International...

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...

**Job Advert Summary**: The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client’s personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's...

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. -...

VACANCY – WEALTH PLANNER / SPECIALIST The role requires a talented and driven investment advisory professional whom is responsible for the securing of new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore investment products, as well as offering and cross selling...

**Relocate to Cape Town German Claims Handler (Insurance)** Our Client is the World’s leading medical assistance and claims handling companies who process cases around the globe. They have a unique gateway to a comprehensive worldwide provider network, local-know how, assistance and cost containment for travel insurance, health insurance and corporate...

We invite you to become part of our team at one of the leading investment banks in South Africa, voted as one of the most sustainable investment banks globally, to grow your career in Wealth ManagementAre you a driven Financial Sales Professional with a passion for helping High Net Worth Individuals (HNWIs) grow their wealth? This opportunity offers an...

**Relocate to Cape Town Junior Experience Coordinator (Luxury/Travel)** Our client is a leader in luxury travel in South Africa providing curated, immersive and memorable experiences. They provide an insiders map to unforgettable private experiences exploring food, wine, and hidden gems of the most dynamic local destinations. Their accredited and...

About the OpportunityThis is an exciting opportunity for a motivated and experienced individual to join our offshore wealth management team and contribute to our ongoing success.We are seeking a highly skilled Investment Portfolio Specialist to join our team, who will be responsible for providing expert investment advice to clients, developing and...

Minimum requirements: Relevant tertiary qualification, National Diploma or Degree in Engineering (Mechanical, Electricalor Mining)Experience working on Metso, Finlay, Terex, Astec/Osborn crushing and screening equipment will be advantageousSurface blasting Ticket will be advantageousExperience in working on different Mobile crushing equipment is...

This Executive Management Position is responsible for the overall direction and strategy of the Wealth Advisory business. The successful candidate will have a deep understanding of the financial services industry, with a focus on wealth management and advisory services.Responsibilities:Set the strategic direction for the Wealth Advisory business, including...

At Financial Advisors HR, we are seeking experienced professionals to join our team as Insurance and Wealth Management Professionals.About the RoleThis is a full-time remote opportunity for individuals with a passion for financial services. As an Insurance and Wealth Management Professional, you will be responsible for providing top-notch wealth management...