Wealth Management Specialist

iGrow Wealth Investments is a leading property investment group in South Africa, seeking an experienced Wealth Investment Specialist to join their team. The successful candidate will be responsible for providing management and strategist with weekly reports on sales performance, client consultations, and business growth.Key Responsibilities:Prepare weekly...

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...

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...

We are seeking experienced Financial Advisers/Insurance Brokers to join our dynamic team at Financial Advisors HR. This is a full-time remote role that offers a unique opportunity for talented professionals to excel in wealth management and protection solutions.About the RoleAs a Wealth Management Specialist, you will be responsible for providing top-notch...

Job Title: Wealth Management Support SpecialistEstimated Salary: R200,000 - R250,000 per annumCompany OverviewThe Talent Expert is a leading independent financial planning firm providing customized financial planning services to retirement funds and their members.We have experienced phenomenal growth over the past few years and are still growing. Our vibrant...

Job OverviewThe Wealth Management Specialist role is an exciting opportunity to join Rory Mackie & Associates' HNW International Team based in Stellenbosch. This position requires sourcing and acquiring new HNW clients while articulating and selling our clients' Value Proposition.Key ResponsibilitiesThis role involves:Sourcing and acquiring new HNW...

Job OverviewWe are seeking a detail-oriented and organized Administrative Support Specialist to join our team at Set Consulting in Cape Town. As a Wealth Management Associate, you will provide administrative support to our Wealth Manager and their clients.The successful candidate will have a strong background in finance and administration, with experience...

CA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in financial planning and wealth management, with the ability to create personalized asset allocation reports for clients.About CA Financial AppointmentsWe are a boutique Wealth Manager providing personal...

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...

Overview of the RoleIn this pivotal position at IGrow Wealth Investments, we are seeking an accomplished Senior Mortgage Specialist to spearhead our mortgage origination efforts in Cape Town.

We are seeking a Wealth Management Specialist to join our team at The Recruiters. As a key member of our organization, you will be responsible for servicing existing clients, including portfolio reviews, income sustainability reporting, general queries, and maintaining relationships with clients.The ideal candidate will have a strong understanding of...

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...

We are seeking a skilled Financial Planning Support Specialist to join our team in Cape Town. As a key member of our Wealth Management department, you will provide critical support to our Wealth Managers, ensuring timely completion of tasks and maintenance of high-quality client relationships.Key Performance AreasAdministrative support to Wealth Managers,...

We are on an ongoing entrepreneurial quest evolving through excellence, driving quality and securing wealth by connecting people with life solutions for financial freedom. Our Value proposition to all our Specialists includes the following:Access to trained and skilled administration staff in our Biz HubsThe ability to study and develop yourself further,...

E-Merge, a leading wealth management company, seeks a skilled Database Specialist to join its team in Cape Town. This role offers an exciting opportunity to work with a dynamic team dedicated to delivering exceptional financial services and helping clients achieve their investment goals.In this role, you will design and implement database structures, data...

Job Title: Finance SpecialistWe are seeking a highly skilled Finance Specialist to join our team at IGrow Wealth Investments in Cape Town.Estimated Salary: R 250,000 - R 350,000 per annum.About the RoleThis is a key position that requires excellent communication and organizational skills. The successful candidate will be responsible for consulting with...

Isilumko Staffing (JHB) is seeking a talented Financial Advisor to join their team as a Wealth Management Specialist on a 12-month contract. The ideal candidate will possess a strong background in financial services, with experience in customer relationship management and product knowledge.Key Responsibilities:Build and maintain strong relationships with...

Liberty Standard Bank Group: A Career in Wealth ManagementA career as a Wealth Management Consultant at Liberty Standard Bank Group offers the perfect blend of support and challenge for ambitious individuals. With our extensive industry expertise and cutting-edge financial solutions, you'll have the opportunity to build lasting relationships with clients and...

We are seeking a highly motivated Risk Management Support Specialist to join our team at iGrow Wealth Investments in Cape Town.Salary: R240,000 - R340,000 per annumThe successful candidate will be responsible for providing administrative support to the insurance team, managing policy documentation, processing claims, and ensuring accurate and efficient...

Wealth Management Associates at Set Consulting play a vital role in providing administrative support to our Wealth Managers. This exciting career opportunity is based in Cape Town, where you will be responsible for managing deadlines, paperwork, and operational details to improve the overall service for our clients.Key ResponsibilitiesPrepare and collate new...