Wealth Management Specialist

**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...

**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...

**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...

Job SummaryThis role involves building and maintaining professional business relationships across a portfolio of private wealth clients, achieving financial targets, acquiring new clients, and improving customer experience within the bank's regulatory and compliance frameworks.Key ResponsibilitiesAccountability: To build customer relationships in preferred...

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...

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...

About the RoleWe are seeking an experienced Wealth Manager to join our team at FirstRand Bank Limited.As a Wealth Manager, you will be responsible for providing high-quality financial services and advice to our clients. This includes formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients...

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...

**Responsibilities**: - Manage and grow a portfolio of high-net-worth clients - Understand clients' financial goals and develop personalized wealth management strategies - Provide investment advice and recommendations - Conduct thorough financial analysis and market research - Monitor and review client portfolios to ensure alignment with investment...

RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners...

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 Summary: As a highly skilled Financial Advisory Specialist, you will provide proactive, on-demand financial services and expert advice to clients within a specific and qualified client market, assisting them in structuring their wealth and ensuring a secure financial future for themselves and their families.">Company Overview: At EQ-FIN, an affiliate of...

Unlock Your Financial Potential with EQ-FINWe are an affiliate of Liberty Group, driven by a relentless pursuit of excellence in securing wealth and connecting individuals with life solutions for financial freedom.Our mission is to empower you to achieve your dreams, aspirations, and career plans, while celebrating with you when you realize them. We also...

Job Title: Key Financial Solutions SpecialistWe are seeking a highly skilled Financial Sales Consultant to join our team at IWCP : Insurance & Wealth Creation Professionals. This is a fantastic opportunity for individuals looking to expand their network and manage high-value clients.Schedule and lead client consultations, conducting in-depth financial needs...

Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each clients financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection. The team is composed...

**Job description**: **Responsibilities**: - Gather client policy and investment information - Compile logical summaries of information - Research product information - Assist with preparation of client proposals - Load new/existing business policies - Handle and solve client enquiries - Diary management for new and existing business cases - Diary...

**Responsibilities**: - Managing the portfolios of high-net-worth clients - Providing investment advice to clients - Conducting market research to analyze financial trends and market conditions - Assisting clients with financial planning and estate planning - Maintaining relationships with clients to ensure their satisfaction and trust - Monitoring and...

Overview Hire Resolve is looking for an experienced Wealth/Financial Planner to join our client, a prominent financial institution. This role is ideal for a driven professional with a proven background in wealth management and an established client base. Located in Pretoria, the successful candidate will work closely with high-net-worth clients, offering...

Company OverviewWe are Liberty Standard Bank Group, a leading financial services company. Our mission is to provide exceptional wealth creation opportunities for our clients and associates.Job DescriptionWe seek a seasoned Sales Executive to join our dynamic team as a Senior Wealth Development Manager. This role involves developing and executing strategies...

We are seeking talented individuals to join our team of Wealth Management Professionals at EQ-FIN, an affiliate of Liberty Group. With a strong focus on excellence and quality, we aim to secure the future dreams and aspirations of our clients, while celebrating their successes.Company OverviewAt EQ-FIN, we believe in evolving through excellence, connecting...