Wealth Portfolio Manager

About the RoleWe are seeking a skilled and experienced Wealth Portfolio Manager to join our team at FirstRand Namibia Limited.The successful candidate will be responsible for managing a portfolio of wealth clients, providing analysis, research, and sales and service fulfillment to identify additional opportunities for banking new clients and growing existing...

Direct message the job poster from Warwick WealthCompany DescriptionWarwick Wealth is an independent financial service provider known as 'The Investment Specialists', offering exceptional products and services locally and internationally. The company focuses on providing quality investment products and services to meet the unique needs of its clients. With a...

At Chartered Wealth Solutions, we place a strong emphasis on building long-lasting relationships with our clients. As a Client Relationship Manager, you will be the primary point of contact for our clients, managing their communications and fostering ongoing relationship-building efforts to ensure client satisfaction.The ideal candidate will have a minimum...

RMB Private Bank is a leader in wealth management, offering a range of private banking solutions to meet the needs of our clients. We are seeking a talented Wealth Management Professional to join our team, responsible for managing a portfolio of RMB Private Banking clients and growing their portfolios through effective stakeholder management.The successful...

The Talent Experts is seeking a highly skilled Portfolio Management Associate to support our investment team in Johannesburg. As a key member of our team, you will be responsible for providing administrative support to Portfolio Managers, ensuring that client presentations are accurate and up-to-date.Key responsibilities include managing the onboarding...

Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

About the RoleWarwick Wealth is seeking an experienced wealth planner to join our team. The ideal candidate will be able to prospect and source private clients through our IFAs, as well as through direct business, increasing our Assets Under Management (AUM) and establishing a strong client book.Key Responsibilities- Secure new high and ultra-high net worth...

Is this you?You're investment savvy and building client relationships is what you thrive in. Not only do you have extensive technical investments experience, but you are also brilliant at building and maintaining client relationships. This combination of skills and expertise allows you to grow and protect your clients' wealth, just what a family of wealth...

About the OpportunityThis is an exciting opportunity for a motivated and experienced individual to join our offshore wealth management team and contribute to our ongoing success.We are seeking a highly skilled Investment Portfolio Specialist to join our team, who will be responsible for providing expert investment advice to clients, developing and...

RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client's wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients' financial needs and...

About the RoleWe are seeking a talented and experienced Financial Services Advisor to join our team at RMB Private Bank. In this role, you will be responsible for managing a portfolio of Private Wealth Clients, providing analysis, research and sales and service fulfilment, and identifying additional opportunities for banking new clients and growing a...

We invite you to become part of our team at one of the leading investment banks in South Africa, voted as one of the most sustainable investment banks globally, to grow your career in Wealth ManagementAre you a driven Financial Sales Professional with a passion for helping High Net Worth Individuals (HNWIs) grow their wealth? This opportunity offers an...

Job title : Investment Portfolio ManagerJob Location : Gauteng, JohannesburgDeadline : March 13, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionTo research and analyse various economic sectors, provide advice and reporting to the Investment Committee on findings in the management of client portfolios. Hello Future Investment...

About UsLiberty Group Limited is a leading provider of wealth management services, with a strong presence in the global market.We pride ourselves on our commitment to delivering exceptional customer service and building long-term relationships with our clients.This is an exciting opportunity for a motivated and experienced individual to join our offshore...

Job title : Multi-Manager Portfolio ManagerJob Location : Gauteng, JohannesburgDeadline : April 18, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionTo manage the project performance of Equity funds by conducting financial modelling and analysing specific sectors or group of companies with the objective of producing research,...

About the RoleWe are seeking a highly skilled Wealth Management Expert to join our team in Gauteng, Johannesburg. As a Wealth Management Expert, you will be responsible for evaluating customers' financial situations and providing them with personalized financial wellness solutions.

VACANCY – WEALTH PLANNER / SPECIALIST The role requires a talented and driven investment advisory professional whom is responsible for the securing of new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore investment products, as well as offering and cross selling...

About the RoleLiberty Group Limited is a leading provider of wealth management services, and we are seeking a highly skilled Investment Portfolio Specialist to join our team.The successful candidate will be responsible for providing expert investment advice to clients, developing and implementing investment strategies, and managing complex investment...

Job title : International Wealth Proposition ManagerJob Location : Gauteng, JohannesburgDeadline : April 05, 2025Quick Recommended LinksJobs by Location Job by industries A top investment management firm is looking for an International Wealth Proposition Manager to join their dynamic distribution team in either Johannesburg or Cape Town. As the International...

About the RoleWe are seeking a highly skilled Wealth Management Consultant to join our team at Standard Bank of South Africa Limited. As a key member of our Private Banking division, you will be responsible for providing comprehensive wealth management solutions to our clients.Key ResponsibilitiesTo develop and maintain strong relationships with our Private...