Wealth Manager

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - Involve assessing...

RE5 is required BCom / BBusSc or similar finance / wealth / investment management related qualification. Completed post graduate diploma or CFA/CFP qualification will be given preference. **Skills and experience required**: At least 2-3 years’ experience as a client wealth manager / financial advisor / planner / similar. Experience in investment...

The focus of the role is to provide thought leadership on Wealth management and advice processes and to promote and operationalise vertical integration of the wealth management strategy, with the ultimate aim of enabling financial advisers to manage and enhance the financial wellness of their clients across all advice-centered distribution channels.Business...

A Financial Service Provider Gauteng is currently looking for experienced and qualified Client Services Specialists for one of their Branches in Pretoria. The person will assist with the presales administration process, the product implementation administration process, and the post administration process and will report into the Client Services Hub. This...

**Job Classification** - Job Requisition - 128164 - Closing Date - 01 September 2023 - Location - Johannesburg - Cluster - Nedbank Wealth - Wealth Management SA Business Unit - Please Note: Preference will be given to applicants from Underrepresented Groups- Job Family- Investment Banking- Career Stream- Advisory - Leadership Pipeline- Manage Self:...

Gauteng, Tshwane (Pretoria) - (Market related) **_ Our client in the Insurance Sector is seeking an Wealth Adviser to join their team in Pretoria - Gauteng._** **_ Position: Wealth Adviser_** **_Industry: Insurance_** **_Location: Pretoria, Gauteng_** **Minimum Requirements**: - Matric; - Certified Financial Planning (CFP) or equivalent full...

Join my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business. Are you a confident individual who is able to liaise with high net worth clients? Then this role is for you!!!ResponsibilitiesProspect potential clients for the services offered by Wealth ManagersGenerate leads and refer to relevant...

Join my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business. Are you a confident individual who is able to liaise with high net worth clients? Then this role is for you!!!ResponsibilitiesProspect potential clients for the services offered by Wealth ManagersGenerate leads and refer to relevant...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

**Responsibilities**: - Search for potential clients for services offered by Wealth Manager - Generate leads and refer to relevant advisors - Work with managers to support their business model - Contact potential clients to establish relevance of services offered - Maintain high levels of administration, complete client documents in the parameters of...

**Designation**: Wealth Adviser Assistant | Pretoria, Gauteng **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Konsult **Posted on**: 26 Jun 2023 **Reference Number**: PSG-DW-VAC0185 **Closing date**: 10 Jul 2023 **Position...

Description The Role: This person will report to the Regional Investment Executive, and will be based in Gauteng, focusing on delivering the OM Wealth proposition – in its entirety – to IFAs contracted within Broker Distribution. Duties and responsibilities include: Managing a portfolio of existing independent financial advisors (IFA) practices...

**_Position: Wealth Adviser_** **_Industry: Insurance_** **_Location: Pretoria, Gauteng_** **Minimum Requirements**: - Matric; - Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 Credits); - Successfully completed the Class of Business exam; - Successfully completed the RE5 exam; - Currently registered with the Financial...

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...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

Job ClassificationJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeTo manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy.Job...

**Designation**: Wealth Fiduciary Adviser | Pretoria, Gauteng **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Konsult **Posted on**: 05 May 2023 **Reference Number**: PSG-DW-VAC0163 **Closing date**: 30 Jun 2023 **Position...

Job ClassificationJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeTo manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy.Job Responsibilities•...

BDO PTA has a vacancy for a Cash Management Administrator. Reporting to the Operations Manager, BDO Wealth Advisers. Responsibilities will include providing support to the Wealth & Healthcare Advisers with the following: - Opening new accounts and processing client payment requests - Maintaining client FICA records on system - Liaison with clients, written...

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 Manage...