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...

Job OverviewAt Spane4all, we are seeking a highly skilled Wealth Creation Specialist to join our team. As a key member of our Private Wealth division, you will be responsible for delivering exceptional experience and education to our clients on basic wealth creation, accumulation, and overall protection tactics.Your primary objective will be to increase...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and 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...

**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...

Keller Executive Search is seeking a highly skilled Senior Wealth Management Specialist to join our team in Mauritius.The ideal candidate will have 3-5 years of proven success in Wealth Management, Private Banking or related sales roles and possess excellent multitasking and time management skills.The selected candidate can look forward to living and working...

Paraplanning Support SpecialistWe are seeking a highly skilled and experienced Paraplanning Support Specialist to join our team at Engineering Jobs. The ideal candidate will have a strong background in financial planning and be able to provide exceptional support to our Senior Wealth Planners.Main Responsibilities:Provide research assistance to Senior Wealth...

About the RoleThis is an exciting opportunity to deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation, and overall protection tactics. Our goal is to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Key ResponsibilitiesEffectively plan and manage leads to meet business objectives, leveraging your knowledge of investment products and estate planning strategies.Establish strong relationships with key stakeholders, fostering trust and understanding.Network with potential clients, conduct comprehensive needs analyses, and create tailored wealth plans that...

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 -...

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...

Job Title: Wealth Management ProfessionalWe are seeking a highly motivated and results-driven individual to join our team as a Wealth Management Professional. In this role, you will have the opportunity to make a meaningful impact on the lives of our clients and help them achieve their financial goals.A Liberty Wealth Management Professional is a trusted...

As an Investment Consultant at Momentum Metropolitan Holdings Limited, you will be responsible for building strong relationships with investment and wealth independent financial advisors (IFAs). Your role will be based in Gauteng and involves creating passionate partnerships that will stand the test of time.You will have a deep understanding of the...

Job SummaryAs a 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.Achieve objectives and targets through effective planning, lead management, and engaging with potential clients.Identify and target key...

RE5 is required BCom / BBusSc or similar finance / wealth / investment management related qualification. Completed post graduate diploma or CFA/CFP qualification will be given preference. **Skills and experience required**: At least 2-3 years’ experience as a client wealth manager / financial advisor / planner / similar. Experience in investment...

BCom / BBusSc or similar finance / wealth / investment management related qualification. Completed post graduate diploma or CFA/CFP qualification will be given preference. RE5 is required. **Skills and experience required**: At least 2-3 years’ experience as a client wealth manager / financial advisor / planner / similar. Experience in investment...

**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...

Job Summary:We are seeking a Wealth Management Expert to join our team at SureX. As a Wealth Management Expert, you will play a key role in helping clients manage their wealth and achieve their financial goals. Your duties will include preparing financial plans, supporting clients, and problem-solving.Duties & Responsibilities:* Prepare financial plans and...

**Qualifications required**: Minimum BCom degree in a finance related field RE5 and Class of Business for investments completed Supervision complete (non negotiable) **Skills and experience required**: Confident and extremely well presented as this is a client facing role At least 2 years’ experience as a Client Wealth Manager, Financial Advisor or...