Sen Wealth Manager

**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 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...

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 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...

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...

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...

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...

**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’...

**Sen Business Development Manager (M&A) - Telcos (Africa)** **Pivotal role to support the strategic growth plan for Telcos firm in Africa. Be instrumental in generating business, developing new markets and acquiring businesses in SA and the African continent. Utilise your strong deal-making skills and knowledge of the Telcos industry in this new position !...

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...

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...

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...

**Wealth Advisor** Boutique Financial Advisory business seeks client-centric person, with an entrepreneurial mindset. Be instrumental in acquiring and managing a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects. Run your own practice in the business. Exciting career opportunity. *** **Main Responsibilities** - Acquire new...

Requirements: - Matric - Tertiary education in relevant field (BCom, Finance or Wealth management) - Postgrad diploma in Financial planning - Completed RE5 - At least 5 years experience as a private client wealth manager - Knowledge of Financial markets, Equities and foreign investment schemes - Valid drivers license Duties include but not limited to: -...

Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the company’s story to as many ideal clients, to ensure increase in AUM as per...

Experienced Wealth Planner Liberty seeks a client-centric person, with an entrepreneurial mindset. Managing and acquiring a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects of these clients. Run your own practice within the Liberty banner. Main Responsibilities Acquire new clients by building great relationships internally...

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...