Senior Wealth Management Specialist

4 days ago


Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time
Job Description:

The Personal Financial Advisor will be responsible for providing comprehensive financial planning, personalized finance advice, retirement planning, and financial services to clients. The role involves developing customized financial strategies, analyzing financial data, guiding clients towards their long-term financial goals, and ensuring they achieve financial stability and success.

Responsibilities:
  • Conduct thorough financial analysis and develop tailored financial plans for clients
  • Provide expert advice on investment management, tax optimization, and estate planning
  • Analyze market trends and make informed recommendations to clients
  • Maintain open communication with clients to ensure their needs are met and goals are achieved
Requirements:

To succeed in this role, you must have a strong understanding of personal finance, investment strategies, and financial markets. You should possess excellent communication and interpersonal skills, as well as the ability to analyze complex financial data and provide clear, actionable recommendations.

Benefits:
  • Competitive salary: $65,000 - $85,000 per year
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment


  • Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    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...


  • Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    About Structured Wealth SolutionsWe are a reputable wealth management firm dedicated to delivering exceptional financial services to our clients. Our team is comprised of experienced professionals who share a passion for helping individuals achieve their long-term financial goals.Salary and BenefitsThe successful candidate can expect a competitive salary in...


  • Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    Job OverviewWe are seeking a highly skilled Financial Planner to join our team at Cross Wealth Financial Services.


  • Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    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...


  • Cape Town, Western Cape, South Africa Financial Advisors HR Full time

    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...


  • Cape Town, Western Cape, South Africa HR Genie Full time

    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...


  • Cape Town, Western Cape, South Africa Set Consulting Full time

    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...


  • Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    Job Description:iGrow Wealth Investments is seeking a highly skilled Senior IT Infrastructure Specialist to join their team in Cape Town.About the Role:This position involves providing technical support and infrastructure management for the company's IT systems, ensuring seamless operation and high availability.The ideal candidate will have a strong...


  • Cape Town, Western Cape, South Africa The Recruiters Full time

    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...


  • Cape Town, Western Cape, South Africa E-Merge Full time

    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...


  • Cape Town, Western Cape, South Africa Set Consulting Full time

    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,...


  • Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    Are you a skilled technical professional looking to take your career to the next level? We are seeking an experienced Enterprise IT Infrastructure Specialist to join our team at iGrow Wealth Investments in Cape Town, South Africa.We offer a competitive salary of R 600,000 per annum.About the RoleThis is a senior IT role that requires a high degree of...


  • Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    We are recruiting highly skilled Senior Financial Services Managers to lead our team of Junior Financial Advisors. Our company, Structured Wealth Solutions, is a leading provider of financial services in the industry.Job Summary:The successful candidate will be responsible for managing a team of 5-10 Junior Financial Advisors and contributing to the growth...

  • Financial Advisor

    4 weeks ago


    Cape Town, Western Cape, South Africa Isilumko Staffing (JHB) Full time

    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...


  • Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    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...


  • Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    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...


  • Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    At iGrow Wealth Investments, a leading property investment company in South Africa, we are seeking a highly skilled Bond Originator to join our team in Cape Town.The successful candidate will have a minimum of 2 years of experience in bond origination and be currently working in a similar role with active knowledge. The ideal candidate will possess excellent...


  • Cape Town, Western Cape, South Africa Set Consulting Full time

    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...


  • Cape Town, Western Cape, South Africa NCR Management Centre Full time

    Job Title:Senior Debt Recovery SpecialistLocation: NCR Management CentreSalary: R250,000 - R350,000 per annumWe are seeking an experienced Senior Debt Recovery Specialist to join our team at the NCR Management Centre. As a key member of our Debt Collection department, you will be responsible for proactively contacting clients via telephone and in writing to...


  • Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    About the RoleWe are seeking a skilled Property Portfolio Administrator to join our team at iGrow Wealth Investments in Cape Town. As a key member of our team, you will be responsible for managing a portfolio of 350-450 properties.Key ResponsibilitiesManage property portfolios, ensuring timely and accurate management of rental income and expenses.Provide...