Wealth Management Consultant

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...

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 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'...

Job Title: Wealth Solutions Consultant">About the Role:">We are seeking a seasoned professional to consult on wealth solutions and drive sales into Securities and Asset Managers businesses as well as other wealth offerings through Retail channels. The successful candidate will develop and retain strong working relationships with external financial planning...

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...

Your:Formal Education:MatricNQF 5 & 6 would be advantageous (In Wealth Management)Experience:5+ years experience in the investment financial services industry is essential3+ Experience in the broker support environment is essentialCompetencies:Proficient in English and Afrikaans (read, write, speak)Competent on service providers website functionalities...

Wealth AdministratorOur client, a leading wealth manager, requires an experienced Wealth Administrator to support their team.Key Responsibilities:Retrieve information from the Astute system for Para-Planners and Private Wealth Managers.Chase takeover confirmations from providers and ensure timely completion.Send Provider Code Application forms to new Private...

Job title : Wealth Management Advisor - Manila, Saigon & JakartaJob Location : Western Cape, Cape TownDeadline : March 27, 2025Quick Recommended LinksJobs by Location Job by industries About the jobAre you looking for your new role abroad? Enjoy career growth, vibrant cultures, and unmatched opportunities in our dynamic financial hubs. This position is for...

We are seeking a highly motivated individual to join our Wealth Management team as a Wealth Management Specialist. In this role, you will work closely with our clients to create personalized wealth management plans that align with their financial objectives.As a Wealth Management Specialist, you will possess a comprehensive understanding of investment...

Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers regarding the possibility of joining their business.Qualifications and Experience:Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law...

Join Guardrisk as a Wealth Management Professional and contribute to the success of our investment business. As an Investment Consultant, you will be responsible for identifying and pursuing new business opportunities with independent financial advisors (IFAs).ResponsibilitiesDevelop and implement strategies to increase revenue growthManage and maintain...

Qualifications and ExperienceTo be successful as a Regional Manager: Financial Planning, you will need to have:A Bachelor of Commerce in Finance or Legal Degree (NQF7 or Higher)Certified Financial Planner or Wealth Management certification120 credits or Qualification aligned with FAIS and FSCA requirementsRE 1 Certificate: Key IndividualYou will also need to...

We're seeking a highly skilled Freelance Social Media & Database Manager to join our team at Northern Cross Wealth Management. As a key member of our team, you'll be responsible for managing and growing the Director's brand on all major social media platforms.**Key Responsibilities:**Develop a comprehensive social media strategy to drive engagement and...

Job title : Wealth Management Associate (Administration)Job Location : Western Cape, Cape TownDeadline : April 18, 2025Quick Recommended LinksJobs by Location Job by industries About the role:As a Wealth Management Associate, you'll play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring...

Job DescriptionWe are seeking a highly motivated Financial Specialist to join our team at Structured Wealth Solutions in Cape Town. As a key member of our Sanlam Sky team, you will be responsible for delivering exceptional client service and providing expert financial guidance to individuals and families.Key ResponsibilitiesProvide personalized financial...

Job PurposeThe Investment Consultant plays a critical role in strengthening the relationship between Momentum and its IFAs, driving business growth through strategic partnerships and expert advice. This role requires a deep understanding of the investments and wealth management industry, as well as exceptional communication and interpersonal...

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written...

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...

Key Responsibilities:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client specific queries and implementation of instructions.Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth ManagerManage the...

Structured Wealth Solutions are recruiting a broker agent to join a team for CAPITAL LEGACY .Requirements :Drivers license /Own vehicle Matric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in marketing and...