Wealth Manager

Hiring: Wealth manager in Rosebank **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 risk profile and financial needs -...

A fast growing organization in the financial services industry is currently recruiting for a Wealth Manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven....

Job Description Hello future Wealth Manager - Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. As a Wealth Manager, you...

**How you'll role** In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company’s goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this...

Job Description As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our...

Job Summary:The Recruitment Council is seeking a highly skilled Wealth Management Specialist to join our team. As a key member of our wealth management team, you will be responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies.Key Responsibilities:Strategic...

**Qualifications required**: - A degree in a finance related field such as a BCom, BusSc - A wealth management or investment management qualification recognized by the FSCA - A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous **Skills and experience required**: - At least 2 years’...

Position: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

Position: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

We are seeking a highly skilled and experienced Director of Wealth Management to join our esteemed client, a renowned International Wealth management Group based in Cape Town.The ideal candidate will have at least 7+ years of experience in marketing and distributing CIS investment products, as well as 2+ years of experience managing a sales team. A Financial...

Join one of South Africa’s leading Independant FSP's as a Wealth Management Associate. You will provide professional administrative support (70%) and preparation of technical analysis (30%) to an allocated wealth manager as well as a leading wealth management division in ensuring accurate and timely processing of all related requests. Personal profile and...

Our client, who is in the financial services industry, is seeking a Senior Wealth Manager to join their dynamic team and take the lead in driving personalized financial strategies for their high-net-worth clients. This is a fantastic opportunity for a competitive salary, opportunities for professional development and career advancement, and access to...

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 company’s story to as many ideal clients, to ensure increase in AUM as per...

Rory Mackie & Associates seeks a skilled Executive Wealth Manager to join our team in South Africa. Salary: R 1,200,000 - R 1,500,000 per annum (depending on experience)Job Description:We are looking for an experienced and ambitious sales professional to drive business growth by developing strong relationships with Ultra High Net Worth Clients and...

Experienced Wealth Planner Liberty seeks a client-centric person, with an entrepreneurial mindset. Managing and acquiring a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects of these clients. Run your own practice within the Liberty banner. Main Responsibilities Acquire new clients by building great relationships internally...

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...

Job Title: Wealth Management ProfessionalAbout the Role:The Recruitment Council is seeking a skilled Wealth Management Professional to join our team. As a key member of our organization, you will be responsible for conducting comprehensive financial needs analyses focused on life and investment planning.Key Responsibilities:Sales Opportunities Creation:...

Job Title: Private Wealth Management DirectorWe are seeking an experienced Private Wealth Management Director to join our team at Dante Personnel in Pretoria. This is a senior leadership role that requires strong analytical and critical thinking skills, as well as excellent communication and interpersonal skills.Key Responsibilities:Develop and implement...