Wealth Manager

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

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’ experience as a...

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

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

Gauteng, Johannesburg - Annually Cost To Company (Market related) A well-established company is seeking to appoint Senior Audit Manager - Wealth. **Qualification**: - BComm, BCompt, BSc (mandatory) - Certified Information Systems Auditor (CISA) and optional Certified Internal - Auditor (CIA) (optional) **Experience**: - Deep insurance industry strategic...

Job Description To deliver exceptional experience and education to Private Wealth or RMBPB 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...

Job Description To deliver exceptional experience and education to Private Wealth or RMBPB 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...

Job Description To deliver exceptional experience and education to Private Wealth or RMBPB 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...

Job Description To deliver exceptional experience and education to Private Wealth or RMBPB 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...

GCI is a registered Financial Services Provider with its head office based in Auckland Gauteng. GCI is currently looking for a suitably qualified (CA) with experience as a Head of Services and Operations. The successful incumbent will be reporting to the Chief Operations Officer. The main purpose of the Head of Services and Operations is to oversee the...

Dealing with the general servicing queries that come into the Client Services inbox and trying to handle at first point of contact if possible. - Focusing on delivering an exceptional level of service, clearly communicating with the client at each stage and working cross department if required to get a speedy resolution to the query. Essential: - 2 Years...

Welcome to The Next Generation of Insurance & Wealth Creation Professionals. Are you a motivated individual with an entrepreneurial mindset? Do you thrive on negotiating and closing sales? Are you ready to write your own success story? If so, we want you to join our team as a Financial Advisor. **Role Description** This is a full-time hybrid role as a...

Job Description To assist in proactively managing a portfolio of FNB 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...

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...

**Description**: - To manage the strategy; planning; organising; negotiating; staffing; directing and controlling of all aspects of projects or programmes for a portfolio in ensuring the successful implementation of Projects to realize the business strategy - Wealth Management banking, structured lending and advice experience - Distribution experience -...

Don’t miss out on the opportunity to join this leading wealth advisory company. Our client is on the hunt for an Administrator Assistant who will be responsible for providing administrative and implementation support to Wealth Managers through the execution of administrative duties. **Responsibilities**: - Build and maintain foundational knowledge on...

Attention to Detail & Organizational Skills? Join a fantastic Wealth Management Team in Krugersdorp! ✨Are you a highly organized individual with a keen eye for detail? Do you thrive in a fast-paced environment and enjoy providing exceptional support? Then we want to hear from you!A boutique wealth management firm based in Krugersdorp is seeking a talented...

Attention to Detail & Organizational Skills? Join a fantastic Wealth Management Team in Krugersdorp! ✨Are you a highly organized individual with a keen eye for detail? Do you thrive in a fast-paced environment and enjoy providing exceptional support? Then we want to hear from you!A boutique wealth management firm based in Krugersdorp is seeking a talented...

**Requisition Details & Talent Acquisition Contact** - REQ 124134 - Tshego Semenya**Job Family** - Risk, Audit and Compliance**Portfolio** - Wealth (Wealth Management, Asset Manager and Insurance)**Reporting Into** - Senior Manager: Wealth**Division/Cluster** - Group Internal Audit**Career Stream** - Auditing**Leadership Pipeline** - Manage Self...

**Job Requisition** - REQ 120563**Job Location** - Sandton- FAIS Affected- FAIS Affected - Yes**Job Purpose** - To support clients and their families across Nedbank to achieve their philanthropic aspirations, by providing appropriate philanthropic advice (initial and ongoing) and services, by following a client segment-led approach, spanning: strategic...