Wealth Manager

A prominent **Wealth Management firm** has a specialist opportunity for an **experienced** Wealth Manager to play a pivotal role in providing investment, wealth and estate planning services to mainly high-net-worth individuals and families. Initially the incumbent would assist the CEO and other Senior Wealth Managers in servicing their portfolio of clients...

Job DescriptionThe successful incumbent will be responsible for managing the existing portfolio of clients, focusing on their investment and wealth management needs. This includes client relationship management, collaboration with tax advisors and external providers, performance reporting, task management for structuring, market research and analysis, and...

Key ResponsibilitiesClient Relationship Management: Foster strong relationships with HNW clients to understand their investment and wealth goals.Collaboration: Work closely with tax advisors, fiduciary specialists, and other external providers to ensure seamless service delivery.Performance Reporting: Provide regular reports on portfolio performance to...

Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

Company OverviewEfficient Frontier Recruitment is a prominent Wealth Management firm seeking a highly skilled and experienced Wealth and Investment Manager to cater to the needs of an established portfolio of sophisticated high-net-worth clients.

Position Overview NFB Private Wealth Management JHB is seeking an experienced and highly skilled Financial Controller to join our dynamic team in the financial consulting business unit. The ideal candidate will have a proven accounting track record, client service experience, and expertise in using Xero. This is a full-time, in-office position based in...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job...

What You'll DoAs a Business Development Expert, you'll play a key role in building and maintaining relationships with existing clients while identifying new business opportunities.You'll work closely with cross-functional teams to develop and implement strategies that drive business growth and customer satisfaction.Able to think creatively and develop...

RequirementsBachelor's degree in Commerce, Business Science, or related field.CFA Charter holder or Certified Financial Planner (CFP) qualification strongly preferred.FAIS Compliant.Proven experience as a Wealth and Investment Manager with a focus on HNW clients.In-depth knowledge of financial markets, investment products, and wealth management...

Job OverviewDante Group Pty Ltd is seeking a highly skilled Trust Accountant to join their team. This role requires strong accounting qualifications and experience in the financial services industry.Key ResponsibilitiesBachelor of Commerce or equivalent accounting qualification is a mandatory requirement for this position.At least 5 years of experience as an...

**_ Our clients come from all walks of life and so do we! We hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger._** **Why You?** Welcome, you made it to the job description page! Let’s do this, you’ve earned your degree, now is the opportunity to do more with...

**Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...

**Who are we?** - Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. - With assets under management and administration of more than R200 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement...

About UsAbsa Group Limited is listed on the Johannesburg Stock Exchange and has operations across Africa. We offer a range of products and services, including personal and business banking, corporate and investment banking, wealth and investment management, and insurance.We're seeking a skilled professional to join our team as a Financial Solutions Expert....

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

Our UK client is an accounting and compliance firm.The ideal candidate is open to develop their UK Accounting and Tax knowledge and experience, and the opportunity to contribute to a high-growth wealth business.Requirements for the position:Any accounting experience in the UK or within Company Tax, Individual Tax Returns; and Provisional Tax would be...

Role OverviewThe Financial Services Consultant will be responsible for driving sales growth, expanding client relationships, and promoting Mercant West's investment fund range.This is a challenging and rewarding role that requires strong sales and negotiation skills, excellent interpersonal and relationship management abilities, strategic thinking, and...