Private Wealth Manager

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...

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 To deliver exceptional experience and education to Private Wealth 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 principles. - Identify Local and Offshore fiduciary opportunities and...

Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, and Estate planning. This role is enabled by optimal service, integrating and coordinating all...

Job DescriptionWe are seeking a highly skilled Senior Portfolio Manager to join our Wealth Advisory team. As a key member of our team, you will be responsible for managing a portfolio of Private Wealth Clients and working closely with our Private Bankers to provide analysis, research, and sales and service fulfillment.The ideal candidate will have a strong...

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 and motivated Wealth Management Consultant to join our team at FirstRand Bank Limited.Job DescriptionAs a Wealth Management Consultant, you will be responsible for proactively managing a portfolio of Private Wealth Clients through provision of analysis, research and sales and service fulfilment. Your goal will be...

Job DetailsAbout the RoleAs a Wealth Management Specialist, you will be responsible for proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research, and sales and service fulfillment to identify additional opportunities for banking new clients and growing a portfolio of existing clients...

We are seeking a skilled and experienced Private Wealth Advisor/Banker to join our team in Mauritius.As a Private Wealth Advisor/Banker, you will be responsible for driving business development for our products in your designated region or target market, building and maintaining relationships with high net worth individuals and institutional investors, and...

**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...

Established wealth management team who offer their clients tailored and holistic investment and wealth planning solutions, seek a passionate Wealth Manager for their Gauteng region. Fantastic team culture of collaborative and professional team members. **Responsibilities**: - Introduce new clients to our business, focussing on higher equity clients -...

**Wealth Manager**: - Job Reference: L78X5333 - Date Posted: 21 August 2024 - Recruiter: Independent Resourcing Consultancy - Location: Pretoria - Salary: On Application - Bonus/Benefits: Attractive Package - Sector: Wealth Management - Job Type: Permanent - Contact: Maria Inglis **Are you ready to broaden your scope of opportunity and skillset as a Wealth...

The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments. To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ability to commute/relocate: - Pretoria,...

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 cognisance of each client's...

**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** - The purpose of the...

**Introduction** - Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult - dispenses financial planning, product advice, product execution and investments management services to individuals and - businesses in the high net worth, affluent, retail upper and small business enterprises...

As a Financial Planner / Financial Advisors Career Opportunity at Liberty Standard Bank Group, you will be part of a rapidly expanding wealth management salesforce with a reputation for excellence.We are recruiting Financial Planners to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales driven. The...

At Numeral XII (Pty) Ltd., we strive to be South-Africa's leading Asset and Fund Management Company.We offer private investment options, including Private Equity, Global Notes, and insurance products. Our goal is to provide clients with innovative solutions for their financial needs.To achieve this, we are seeking an experienced Financial Advisor who will be...

Unlock Your Potential as a Private AdvisorAre you a seasoned financial expert with a passion for delivering exceptional client experiences? Do you thrive in dynamic environments where your expertise is valued and your career can grow? Our client, a prestigious banking institution, is seeking a highly skilled Private Advisor to join their team.Key...

Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. -...