Wealth Strategist

2 weeks ago


Johannesburg, Gauteng, South Africa Network Recruitment Full time

Role Overview

We are seeking a highly motivated and target driven Wealth Strategist to join our team of professionals at Network Recruitment. The successful candidate will be responsible for advising clients on all aspects of offshore financial planning and wealth management.

Key Responsibilities

  • Adopt a holistic approach in managing long-term relationships with clients
  • Develop and deliver the agreed business targets whilst remaining compliant and meeting clients' needs
  • Maintain an effective client base management system to provide excellence in customer service and quality holistic advice

Requirements

  • CA(SA), BCom Accounting or CFP Investment and wealth management experience
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions

About Us

Network Recruitment is a fast growing organization in the financial services industry. We are committed to providing our clients with the highest level of service and expertise.


  • Wealth Strategist

    4 weeks ago


    Johannesburg, Gauteng, South Africa Kontak Recruitment Full time

    Wealth Planner Job DescriptionKontak Recruitment is seeking a skilled Wealth Planner to join our team. As a Wealth Planner, you will be responsible for building strong client relationships, assessing financial goals, and offering tailored investment solutions.Key Responsibilities:Cultivate and maintain relationships with new and existing clients.Conduct...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Network Recruitment is seeking a Senior Financial Strategist to drive personalized financial strategies for high-net-worth clients. About the RoleAs a Senior Financial Strategist, you will provide expert guidance to clients on offshore financial planning and wealth management. You will take a holistic approach to building and managing long-term client...

  • Wealth Strategist

    4 weeks ago


    Johannesburg, Gauteng, South Africa Kontak Recruitment Full time

    Wealth Planner Job DescriptionBecome a key player in our team as a Wealth Planner, responsible for building strong client relationships, assessing financial goals, and offering tailored investment solutions.Key Responsibilities:Cultivate and maintain relationships with new and existing clients.Conduct thorough needs analysis to support clients in achieving...


  • Johannesburg, Gauteng, South Africa RPO Recruitment Full time

    Business Development/Senior Wealth PlannerRPO Recruitment is seeking a highly skilled Business Development/Senior Wealth Planner to drive business growth and provide expert wealth planning services to clients.Key Responsibilities:Develop and execute business development strategies to identify and secure new client relationships.Provide tailored financial...


  • Johannesburg, Gauteng, South Africa HR Studio Ltd Full time

    About the RoleWe are seeking Dynamic Financial Strategist to join our team at HR Studio Ltd.As a Results-Driven Wealth Advisor, you will be responsible for championing our clients' valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit-for-purpose...


  • Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Role OverviewThe Recruitment Council is seeking a highly skilled Wealth Advisor to join our team. This role involves delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies.Key ResponsibilitiesStrategic Financial Planning: Provide expert advice on wealth creation and asset...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job Title: Senior Wealth ManagerAbout the Role:Our client, a leading player in the financial services industry, is seeking a Senior Wealth Manager to lead the way in delivering personalized financial strategies for high-net-worth clients. This is a fantastic opportunity for a competitive salary, professional development, and access to industry-leading tools...

  • Financial Strategist

    1 month ago


    Johannesburg, Gauteng, South Africa Kontak Recruitment Full time

    Wealth Planner Job DescriptionJob Summary:Kontak Recruitment is seeking a skilled Wealth Planner to join our team. As a Wealth Planner, you will be responsible for building strong client relationships, assessing financial goals, and offering tailored investment solutions.Key Responsibilities:Cultivate and maintain relationships with new and existing...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job SummaryWe are seeking a highly skilled Senior Wealth Manager to join our dynamic team at Network Recruitment. As a key member of our financial services team, you will be responsible for providing expert guidance to clients on all areas of offshore financial planning and wealth management.About the RoleThis is a fantastic opportunity for a competitive...

  • Investment Strategist

    2 weeks ago


    Johannesburg, Gauteng, South Africa Kontak Recruitment Full time

    About the Role:We are seeking an experienced Wealth Planner to join our team at Kontak Recruitment. As a Wealth Planner, you will be responsible for building strong client relationships, assessing financial goals, and offering tailored investment solutions.Key Responsibilities:Cultivate and maintain relationships with new and existing clients.Conduct...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    **About the Role:**Network Recruitment is seeking a Senior Wealth Manager to join their dynamic team and take the lead in driving personalized financial strategies for high-net-worth clients. The ideal candidate will have a proven track record of success in investment and wealth management, with a strong knowledge of financial products and the ability to...


  • Johannesburg, South Africa Sanlam Full time

    **Who are we?** Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of...


  • Johannesburg, South Africa Nedbank Full time

    **Requisition Details & Talent Acquisition Consultant** - REQ 133837 - Michelle Thabethe- Job Family- Investment Banking - Career Stream- Market Risk - Leadership Pipeline- Manage Self: Professional **Job Purpose** - To assist with overall measurement, monitoring and management of liquidity risk across the Group within the Board approved risk framework...


  • Johannesburg, South Africa a Popular Bunch Full time

    **Company overview**: A Popular Bunch is a leading full-service experiential agency situated in Johannesburg, South Africa. Celebrated for our innovative flair, we craft immersive and memorable experiences by harmoniously blending creativity, technology, and strategic thought. Our compact, yet high-performing team, boasts a wealth of talent spanning...