Wealth Manager

A Private Wealth Manager will meet with prospects and clients, conducting a detailed financial analysis in order to determine opportunity for clients with regards to onshore and offshore personal wealth portfolios, retirement planning, insurance, education planning and estate planning. They will make detailed recommendations in respect of aforesaid...

Role OverviewThe Wealth Advisory team is seeking a skilled Wealth Manager to build and maintain a book of high-net-worth clients. The ideal candidate will have a strong understanding of risk management and be able to create customized wealth plans to nurture prosperity and security for clients throughout their financial life journey.Key...

Our client is an established wealth management firm offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an accomplished Wealth Manager to contribute to their continued...

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an experienced Wealth Manager & afford them the opportunity to on their...

**Wealth Manager**: - Job Reference: LRXY9336 - Date Posted: 21 August 2024 - Recruiter: Independent Resourcing Consultancy - Location: Cape Town, Western Cape - 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...

**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.**Disclaimer** - As an applicant, please...

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a motivated Associate Wealth Manager & support them in building and...

Job DescriptionWealth ManagerThe Recruitment Council is seeking a highly skilled and experienced Wealth Manager to join our esteemed team. As a Wealth Manager, you will be responsible for delivering exceptional wealth management services to our clients, ensuring their financial goals and objectives are met.Key ResponsibilitiesNew Business Development:Develop...

Unlock Your Potential as a Wealth Management ExpertWe are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Independent Resourcing Consultancy Ltd. As a Wealth Management Specialist, you will play a key role in supporting High Net Worth (HNW) clients with offshore and onshore advice, providing a wide range of...

The purpose of this role within our young Wealth Advisory is to 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 the wealth client, family and business partners throughout the client's financial life journey. Create...

Unlock Your Potential as a Wealth Management ExpertWe are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Independent Resourcing Consultancy Ltd. As a Wealth Management Specialist, you will play a key role in supporting High Net Worth (HNW) clients with offshore and onshore advice, providing a wide range of...

Wealth ManagerMauritiusDiscover exciting finance career opportunities in Mauritius and take the first step towards a rewarding new career today.Job & Company Description:I am a specialist recruiter within the finance niche and my clients are always on the lookout for top talent Wealth Managers with a stable working track record, academic achievements and the...

Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that the Advisor projects a professional, competent and caring image to the outside...

Wealth Management Associate (WMA) R25k - R30k Cape Town  Exciting career opportunity for a Wealth Management Associate with a prominent financial services company in Cape Town. In this role, you will report to the Wealth Manager and provide administrative support while serving as a strategic partner. Your responsibilities will include managing deadlines,...

Wealth Management Associate (WMA)R25k - R30kCape Town Exciting career opportunity for a Wealth Management Associate with a prominent financial services company in Cape Town. In this role, you will report to the Wealth Manager and provide administrative support while serving as a strategic partner. Your responsibilities will include managing deadlines,...

Wealth Management Associate (WMA)R25k - R30kCape Town Exciting career opportunity for a Wealth Management Associate with a prominent financial services company in Cape Town. In this role, you will report to the Wealth Manager and provide administrative support while serving as a strategic partner. Your responsibilities will include managing deadlines,...

Wealth Management Associate (WMA)R25k - R30kCape Town Exciting career opportunity for a Wealth Management Associate with a prominent financial services company in Cape Town. In this role, you will report to the Wealth Manager and provide administrative support while serving as a strategic partner. Your responsibilities will include managing deadlines,...

Role OverviewThe purpose of this role within our Wealth Advisory team at PPS Recruitment is to build and create a book of high-net-worth clients through discovery of their personal needs, goals, and aspirations, as well as risk management profiles.Key ResponsibilitiesService and maintain an intimate relationship with clients, their families, and business...

My client in the Wealth Industry is seeking a suitably experienced Executive Assistant within the Wealth Space. You must have a strong understanding of Wealth Management, Financial Regulations and Business Operations to be considered for this exciting opportunity.Responsibilities: Assist the Wealth Manager/CEO, efficiently and effectively manage their diary...

Job Opportunity: Financial Services Sales Manager Join Wealth Doctors Financial Services as a Sales Manager and drive your career to new heights! We're seeking an experienced leader to head our sales team, meet targets, and provide exceptional financial services to our clients. If you're passionate about finance and love mentoring a team, this is your...