Wealth Manager

**Job description**: PSG is recruiting for an exciting and challenging career opportunity for a Regional Administrator to provide regional management, operational management and projects support to the Regional Manager. **Responsibilities**: - Operational support to wealth advisers - Communication to wealth advisers/assistants & offices - Diary management...

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 financial life journey. Create...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...

Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that the Advisor projects a professional, competent and caring image to the outside...

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...

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 Law...

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 companys story to as many ideal clients, to ensure increase in AUM as per...

Western Cape, CPT - CBD - Annually Cost To Company (Market related, Negotiable) To deliver exceptional experience and education to Private Wealth or 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...

**JOB DESCRIPTION** - Identify Local and Offshore fiduciary opportunities and advise on client philanthropy - Participate in planned activities that are appropriate for own development - Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation - Identify and utilise opportunities for revenue growth...

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 companys story to as many ideal clients, to ensure increase in AUM as per...

The Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment...

Job DescriptionThe Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider,...

**Job Classification** - Job Family- Investment Banking - Career Stream- Advisory - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business...

**Designation**: Wealth Investment Administrator | Stellenbosch, Western Cape **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 07 Feb 2024 **Reference Number**: POS09124 **Closing date**: 15...

**Designation**: Senior Wealth Investment Administrator | Stellenbosch, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 07 Mar 2024 **Reference Number**: POS08248 **Closing date**: 21 Mar 2024 **Position...

Key Responsibilities:Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration PlatformsInternal and external liaison on administration /...

Key Responsibilities:Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration PlatformsInternal and external liaison on administration /...

Key Responsibilities: Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration Platforms Internal and external liaison on administration /...

Wealth Manager AdministratorsLocation: Cape Town Northern SuburbsStart Date: ASAPSenior administrative team lead - Team management experience preferableRemuneration: R18 000 - R 28 000General investment administrator - Strong insurance and investment administration skills required.Remuneration R 15 000 - R30 000Requirements:3 - 5> Years insurance and...

The Human Resources Department at one of South Africa’s leading FSPs is looking to hire a specialised HR Administrator. If you are a great at woriing SAGE 300, Fiancial Wealth Holding might just have an opportunity for you. **Role Requirements** - Proficient in Sage 300 (non-negotiable) - Experience in HR Adminitration - Knowledge of HR Processes & Labour...