Wealth Investment Manager

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...

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...

**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...

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...

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...

About the RoleWe are seeking a highly skilled investment professional to join our team as a senior investment analyst. The successful candidate will be responsible for reviewing financial analysis and valuation analysis on potential investments and portfolio companies.Key responsibilities include:Participate in investment prospecting and portfolio review...

A seasoned investment professional with over 10 years relevant experience required primarily for post-investment portfolio management at leading global investment holding company.ResponsibilitiesParticipate in investment prospecting and portfolio review and update meetingsWill be deployed on special projects as needed.Review financial models to aid...

-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...

-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...

About us, purpose, experience and qualifications **about us**: **purpose**: - The role of the Investment Analyst in the Sales teams is to work closely with the Ashburton investment, business development and marketing teams and will be expected to analyze economic, market and funds data, to repurpose and package this information at both a macro and granular...

The Recruitment Council is seeking a highly motivated and experienced Investment Consultant to join our team. As an Investment Relationship Manager, you will play a key role in building and strengthening relationships with distribution partners such as LISPs.About the Role:The ideal candidate will have a strong understanding of the financial intermediaries...

Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owners mindset.Key Responsibilities:Service IFAs, DFMs, multi-managers, and other financial intermediaries...

Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owner's mindset.Key Responsibilities:Service IFAs, DFMs, multi-managers, and other financial intermediaries...

Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

Role DescriptionThis role involves providing expert accounting services to clients, maintaining accounting records, and preparing financial statements.Key RequirementsBachelor of Commerce or equivalent accounting qualificationMinimum 5 years experience as an Accountant in the financial services or wealth management industryStrong knowledge of trusts,...

Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owners mindset.Key Responsibilities:Service IFAs, DFMs, multi-managers, and other financial intermediaries...

Job DescriptionAbout the Role:The Investment Product Specialist will be responsible for driving sales growth, expanding client relationships, and promoting Merchant West's investment fund range. This role involves identifying new business opportunities, engaging with financial advisors and institutional clients, and ensuring that investment solutions align...

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...

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.

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...