Wealth Management Consultant

Bond Consultant OpportunityiGrow Wealth Investments, a leading property investment company in South Africa, is seeking a skilled Bond Consultant to join their team in Cape Town.Key Responsibilities:Consult with investors daily to obtain financial information for affordability assessments and bond applications.Complete and submit bond applications through the...

Sagen Advisory is a rapidly expanding wealth management business with a reputation for excellence. We are currently seeking several Financial Advisors to join our team.The ideal candidate will be a financial/commercially qualified graduate, a junior financial planner, or an experienced financial planner who is seeking to join a customer-focused expanding...

Job OpportunityAt Set Consulting, we are seeking an experienced Wealth Management Associate to join our team. As a key member of our financial services team, you will provide administrative support to our Wealth Manager and serve as a strategic partner. Your primary responsibilities will include managing deadlines, paperwork, and operational details to...

Your role as a Senior Wealth Management Assistant at HR Options will involve:Key Responsibilities:Client Support: Assist with the review of clients' Wills in consultation with the Wealth Manager/Advisor, make payments on behalf of clients through the Investec corporate saver account, and attend to client complaints and enquiries in consultation with Wealth...

Job DescriptionCompany Overview:HR Genie is a leading provider of innovative HR solutions, empowering businesses to streamline their operations and achieve exceptional results.Salary: R250,000 - R350,000 per annum, depending on experienceJob Summary:We are seeking a highly skilled and motivated Wealth Administration Specialist to join our team. The...

Bond Consultant Role at iGrow Wealth InvestmentsJob Summary:iGrow Wealth Investments, a leading property investment company, seeks a skilled Bond Consultant to support our operations in Cape Town. As a key member of our team, you will be responsible for consulting with investors, processing bond applications, and ensuring timely follow-ups with financial...

About the RoleWe are seeking an experienced Senior Consultant to join our team in Cape Town, specializing in wealth sector expertise. The successful candidate will be responsible for providing top-notch customer service and technical support to clients.Key ResponsibilitiesResolve investor queries efficientlyAttend to calls and adhere to Service Level...

Executive Assistant - Wealth ManagementCA Financial Appointments is seeking a highly experienced Executive Assistant to support our Wealth Management team. The ideal candidate will have a strong understanding of wealth management, financial regulations, and business operations.Key Responsibilities:Manage the diary and needs of the Wealth Manager/CEO,...

Senior Bond Specialist Opportunity at iGrow Wealth InvestmentsAt iGrow Wealth Investments, we are seeking a highly skilled Senior Bond Specialist to join our team in Cape Town.About the Role:We offer a competitive salary of R250,000 - R300,000 per annum, depending on experience.Responsibilities:The successful candidate will be responsible for consulting with...

Opportunity to Thrive in Wealth ManagementWe are seeking a skilled and ambitious Financial Advisor Intern at Sagen Advisory, a rapidly expanding wealth management business with a reputation for excellence. Based in Durbanville, Stellenbosch, this exciting role offers the ideal candidate the opportunity to build a career in the wealth management...

We're a debt counselling company based in the Cape Town CBD, dedicated to providing financial wellness solutions. Our mission is to guide clients from financial distress to financial wealth, utilising a consultative sales approach and needs analysis. As a key member of our VIP Sales Team, you'll play a pivotal role in achieving this vision.Key...

Main Responsibilities:The Wealth Management Associate will deliver exceptional support to a wealth manager, focusing on deadline-driven tasks, client-centricity, and professionalism.Key areas of focus include:Managing deadlines and operational details to enhance service deliveryMaintaining high levels of attention to detail and adaptabilityWorking...

We are seeking a highly skilled Wealth Management Support Specialist to join The Recruitment Council team.The successful candidate will provide specialist technical input to Wealth Managers, preparing asset allocation reports, proposals and financial needs analyses for clients. A minimum of 3-5 years experience as a Paraplanner within wealth management is...

Job Description:We are seeking a highly technical and analytical individual to provide specialist technical input to Wealth Managers and assist in the preparation of asset allocation reports, proposals, and financial needs analyses for clients.Key Responsibilities:Provide technical support to Wealth Managers, including performance queries and analysis using...

Wealth Management Support RoleTo provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of The Recruitment Council.Key ResponsibilitiesPreparing detailed and complex proposals and financial needs analyses for clients.Providing technical...

Unlock Your Potential in Wealth ManagementAs a Wealth Management Specialist, you will have the opportunity to thrive in a career that combines financial expertise with exceptional client service. At Liberty Standard Bank Group, we are committed to providing unparalleled support and resources to help you succeed.Salary: R 100,000 - R 150,000 per annum...

For an experienced Property Portfolio Administrator, IGrow Wealth Investments is seeking a skilled professional to oversee a portfolio of 350 - 450 properties.Key Responsibilities:Manage a property portfolio, ensuring timely and efficient administrative tasks.Prepare and send vacancy notices to tenants, and conduct walk-around blocks to report findings to...

Company OverviewIGrow Wealth Investments, a leading property investment company in South Africa, is seeking a highly skilled Financial Advisor to join their team.The ideal candidate will be driven by success and have a passion for helping investors create, protect, and grow their wealth.

About Rory Mackie & AssociatesWe are a leading Private Bank and Wealth Manager catering to High-Net-Worth clients. Our team is dedicated to providing exceptional financial advice and guidance to our clients.

CA Financial Appointments is seeking a highly experienced Senior Administrative Coordinator to support the Wealth Manager/CEO in the Wealth Space. This exciting opportunity requires a strong understanding of wealth management, financial regulations, and business operations.ResponsibilitiesExecutive Support: Efficiently and effectively manage the diary and...