Wealth Management Professional

Cross Wealth Financial Services is seeking an experienced Wealth Management Professional to join our team!Company Description:Cross Wealth Financial Services is a leading provider of risk management solutions to individuals and families. Our team of experts works closely with clients to develop customized financial strategies that cater to their unique...

Job title : Private Wealth ManagerJob Location : Western Cape, Cape TownDeadline : March 12, 2025Quick Recommended LinksJobs by Location Job by industries As a Private Wealth Manager, you will conduct detailed financial analyses for both onshore and offshore portfolios, focusing on areas such as retirement, insurance, education, and estate planning. You'll...

Job OpportunityWe are excited to offer an opportunity for a talented Wealth Management Consultant to join our team at Structured Wealth Solutions in Western Cape. As a key member of our Sanlam Sky team, you will be responsible for providing expert financial guidance and delivering exceptional client service to individuals and families.Key...

Job OverviewThe Personal Financial Advisor role at Cross Wealth Financial Services focuses on delivering exceptional financial guidance to clients. This includes developing customized financial plans, analyzing financial data, and providing strategic advice on wealth management.Main AccountabilitiesDesign comprehensive financial plans tailored to clients'...

We are seeking an experienced Paraplanner to join our team at FSP Wealth.The successful candidate will be responsible for providing support to financial advisors by preparing and maintaining client files, conducting research on financial products, and drafting financial reports.About the RoleThis is a full-time on-site role located in...

At Structured Wealth Solutions, we are seeking a highly motivated and results-driven broker agent to join our team for CAPITAL LEGACY. This is an excellent opportunity for individuals who possess exceptional sales skills and a passion for the financial services industry.Key Responsibilities:The ideal candidate will have a valid driver's license and own...

Job SummaryThis role involves providing exceptional support to Wealth Managers and Advisors in the Investment Financial Services industry.The successful candidate will possess a strong understanding of FICA & FAIS legislation, as well as experience in handling retirement claims, particularly for Public sector funds.Key responsibilities include processing new...

This is an exciting opportunity for a motivated and ambitious individual to join our team as a Wealth Management Professional. In this role, you will work closely with our valued customers to understand their financial needs and provide tailored solutions to meet their goals.You will be responsible for identifying the financial needs of our clients and...

iGrow Wealth Investments seeks a highly skilled Financial Manager to lead our financial operations and drive growth. This exciting opportunity involves overseeing the financials of our conveyancing company and rental management division, ensuring accuracy and compliance with financial regulations and reporting standards.Responsibilities:Develop and monitor...

We are looking for a Wealth Management Professional to join our team at Sydsen Group (Pty) Ltd. The successful candidate will be responsible for providing expert financial advice and assistance with investment planning, retirement planning, and insurance.Job Description:Deliver high-quality financial services to clientsAssist clients with achieving their...

We are seeking a highly motivated Wealth Management Professional to join our team and help us deliver exceptional financial services to our clients.In this role, you will be responsible for building relationships with our clients, understanding their financial needs, and providing personalized solutions that meet their goals.You will also be required to...

Supporting Wealth ProfessionalsAs a key member of our client's team, you will be responsible for ensuring seamless day-to-day operations in the wealth management department.Your Key Tasks:Extract relevant data from the Astute system for the benefit of our Private Wealth Managers and Para-Planners.Verify that takeovers are completed by providers and address...

Join us at Structured Wealth Solutions as we strive to empower individuals with financial knowledge and planning. Our team values education, communication, transparency, and community, and we are committed to making a positive impact on society.This Sales Manager role involves managing financial advisors and their agents, providing guidance and support to...

We are looking for a talented Wealth Management Specialist to join our team at The Recruitment Council.Job Summary:Support Wealth Managers in preparing complex proposals and financial needs analyses for clients.Develop and maintain wealth management products strategies.Troubleshoot Financial Needs with Wealth Managers and Associates.About the Position:Work...

Are you a detail-driven administration professional passionate about delivering exceptional client service in Wealth Management? We're looking for a dynamic Wealth Management Associate (WMA) to join our team and become an administrative partner to one of our experienced Wealth Managers.About the role:As a Wealth Management Associate, you'll play a pivotal...

Our client, a Wealth Management organisation, is seeking a Wealth Management Associate to join their expanding team.The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations.Key Responsibilities :Prepare and...

Future Careers is currently recruiting a Wealth Management Specialist to spearhead its growth initiatives in the Cape Town region.In this dynamic role, you will work directly with clients to deliver high-quality wealth management solutions that align with their unique objectives.Key AccountabilitiesResponsibilities will include:Undertaking detailed financial...

Northern Cross Wealth Management is a leading company seeking a skilled Freelance Social Media & Database Manager to join our team. This role offers the opportunity to work with a growing brand and contribute to its online presence.The successful candidate will be responsible for creating engaging content, managing social media platforms, and maintaining a...

Structured Wealth Solutions is a company that empowers clients with comprehensive financial knowledge and planning. We believe in the importance of education and communication to build lasting relationships.We value transparency, honesty, and integrity in all our interactions. Our vision is to equip society with financial understanding, enabling informed...

About the RoleWe are seeking a highly skilled Wealth Management Specialist to join our Private Wealth team at Absa Group. As a key member of our team, you will be responsible for providing tailored financial solutions and expert advice to high net worth clients, helping them achieve their long-term financial goals.This role requires a deep understanding of...