Wealth Management Associate Claremont

Job DescriptionWe are seeking an Experienced Financial Advisor to join our team at Morebo Wealth Pty Ltd. As a key member of our advisory team, you will provide expert guidance to clients on financial planning, investment portfolios, and wealth management. Your goal will be to help clients achieve their financial goals and secure their financial...

Our client, a leading Asset Manager is looking for an ideal individual to take on the role of a Portfolio Manager and they will take on the responsibility of assisting the CIO in the structuring and management of segregated share portfolio models and other funds to maximise risk adjusted returns and grow assets under management for the company. The Portfolio...

**Job Advert Summary**: The** National Manager of Wealth Advisory** is accountable for the development and growth of the team of Wealth Managers, assets under advice and the Wealth Advisory member value proposition. The incumbent will manage and grow the Wealth Manager team and collaborate with various internal and external stakeholders.The incumbent will...

C40 Cities is seeking a Private Wealth Manager to join its advisory-driven financial services team in Johannesburg.About the RoleThis exciting opportunity encompasses the management of private client portfolios across several functions, including marketing, client acquisition, mandates, portfolio implementation, compliance, and risk management.Key...

**Role Description** This is a full-time Wealth Planner role at TIW Capital Group located in Johannesburg. The Wealth Planner will be responsible for financial planning, investment management, and strategic investments to enhance client wealth. The role involves on-site client interactions and financial consultations to provide tailored investment...

Oracle Private Wealth Pty Ltd is a dynamic and forward-thinking financial planning firm committed to delivering high-quality financial services to our clients. As an Experienced Paraplanner, you will be responsible for supporting our financial advisor by preparing detailed financial proposals and quarterly reviews.Key ResponsibilitiesFinancial Planning:...

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 DescriptionWe are seeking a highly skilled and motivated individual to join our team as a Private Banking Wealth Strategist. In this role, you will be responsible for proactively managing a portfolio of private wealth clients.Key Responsibilities:Provide analysis, research, and sales and service fulfillment to identify additional opportunities for...

**Wealth Management Administrator Role:**We are looking for an experienced Wealth Management Administrator to join our team at Stonehage Fleming. The successful candidate will be responsible for providing administrative support to the wealth management team, including the maintenance of client files, preparation of reports, and coordination of meetings.Key...

**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’...

**Company Overview**FNB South Africa is a leading provider of financial services, committed to delivering exceptional value to our customers and shareholders. Our Private Wealth division offers a range of sophisticated products and services designed to meet the complex financial needs of high net worth individuals.Job Summary:**We are seeking a highly...

We are looking for a talented and ambitious individual to join our Wealth Management team as a Wealth Management Specialist.This challenging and rewarding role offers an opportunity to work with high-net-worth individuals and families, providing expert advice on investment strategies and wealth management solutions.You will work closely with customers to...

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...

Job Description:This role entails conducting market research, demographics, and clients' needs to ensure every client interaction adds value first.The successful individual will be provided with a comprehensive induction training program to transfer existing experience.They will also receive one-to-one mentorship from a world-class wealth manager and daily...

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...

Job title : International Wealth Proposition ManagerJob Location : Gauteng, JohannesburgDeadline : April 05, 2025Quick Recommended LinksJobs by Location Job by industries A top investment management firm is looking for an International Wealth Proposition Manager to join their dynamic distribution team in either Johannesburg or Cape Town. As the International...

Job OverviewWe are committed to delivering exceptional customer service and building long-term relationships with our clients. As a Wealth Management Advisor Role, you will play a critical part in achieving this goal by providing expert advice and guidance to our private wealth clients.Key Responsibilities:Assist in proactively managing a portfolio of...

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...

An Insurance Giant is seeking to hire 2x Wealth Managers, one in Johannesburg and another in KZN. **Job purpose**: - Build and create a book of Wealth Clients through discovery of a client’s personal needs, goals and aspirations & risk management profile. - Service and maintain an intimate relationship with Wealth Client, Family and Business Partners...