Wealth Manager

Join one of the leading independent Wealth Managers in an advisory role. **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 congnisance of each client's...

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. **Responsibilities**: - Information gathering via the Astute system for the Para-Planners and Private Wealth Managers - Chase takeovers and send to providers and get confirmation that it is done - Send the Provider Code Application forms for new Private Wealth...

This is a fast paced environment where you WILL learn and grow. (Wealth Management - International Company) You do however need to have already done para planning for at least 2 years to qualify. Corporate and professional is the environment you will find yourself in. We are looking for a consummate professional, who can self manage and who is a good team...

Director, HNW/International Wealth Structuring, Relationship & Business DevelopmentDirector, HNW/International Wealth Structuring, Relationship & Business DevelopmentApply locations: Sun Life Hong Kong - Sun Life TowerTime type: Full timePosted on: Posted 2 Days AgoJob Description:Working with the Chief Partnership Officer, Brokerage, this role is...

We are looking for entrepreneurial individuals to be trained in wealth management and creation as Relationship Managers/ Financial Advisers, to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients. **Job description.** - Sourcing and meeting potential...

Summary : Cur8 Capital is an established sharia-compliant asset manager focused on the mass affluent audience. We offer a full suite of investments across real estate, income, private equity and venture capital. Cur8 Capital is a wholly-owned subsidiary of IslamicFinanceGuru (IFG), one of the worlds most prominent Islamic fintechs designed to help Muslims...

If you want to enter the Wealth Management Industry, then a Liberty Financial Planning Graduate Career Opportunity is probably one of the best things that you can do. What many people seem to forget is that career opportunities are very competitive. Even the starter positions are going to require that people have some sort of experience in the Insurance...

Job OverviewThis role is responsible for driving holistic High Net Worth strategy and development across the proposition. The incumbent will work closely with the Chief Partnership Officer, Brokerage to bring in HNW sales and support Sun Life Hong Kong in hitting key success measures of Income, VNB, and Client.

Requirements & QualificationsThe ideal candidate will have:10+ years of HNW and Ultra HNW Sales and Wealth Structuring experience.University (BA) or (BS) degree.HNW Expert certification.HNW Ops/Case Management Experience.Ability to win HNW Bank Deals and Relationships.Strong Risk/Compliance knowledge.Clear evidence of appropriate skill and competencies and...

AccountabilitiesThe incumbent will be responsible for:Relationship Management – Building and developing strong and strategic relationships with HNW and Ultra-HNW Partners to enhance SLHK's ability at HNW Distribution and deliver the HNW Sales Target.HUBS Partnership and Development – Expanding collaboration, teamwork, and sharing to help HUBS win more...

About the RoleThe Director, HNW/International Wealth Structuring, Relationship & Business Development will be accountable for building and developing strong and strategic relationships with HNW and Ultra-HNW Partners. This includes enhancing SLHK's ability at HNW Distribution and delivering the HNW Sales Target.Key responsibilities include relationship...

My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. **Responsibilities**: - Recording of client meeting minutes and deliverables - Preparation of financial plans and needs analysis according to internal processes - Communicate with relevant product providers to request required information - Complete client...

Our client, a leader in the legal profession, is revolutionizing the industry by challenging the status quo and delivering quality and value in new ways. With over 17,000 professionals across 179 offices worldwide, there is a wealth of opportunity for growth and development. As an Interim Global Finance Data Conversion Analyst, you will play a vital role in...

**Title** - Specialist: Learning Facilitator **Department** - Human Resources : Talent Development **Job Type** - Permanent **Work Level** - Skilled **EE Position** - No **Salary** - Market Related **Location** - Gauteng - Menlyn **Description** **Support region in terms of learning needs** Plan and update regional training schedules according to...

**Title** - Specialist: Learning Facilitator **Department** - Human Resources : Talent Development **Job Type** - Permanent **Work Level** - Skilled **EE Position** - No **Salary** - Market Related **Location** - Limpopo **Description** **Support region in terms of learning needs** Plan and update regional training schedules according to region’s...