High Net Worth Client Advisor

Rory Mackie & Associates is seeking a highly motivated and experienced High-Net-Worth Financial Advisor to join our team.Key Responsibilities :Providing expert financial advice to High-Net-Worth clients in accordance with FAIS legislation and professional guidelines.Conducting thorough analysis of clients' financial affairs, including risk assessment and...

**Job Summary**We are seeking a skilled and experienced professional to join our team as a High Net Worth Relationship Officer. In this role, you will be responsible for managing and growing a portfolio of high net worth clients, trusts, investment holding companies, and businesses.Key Responsibilities:Devise short term tactical plans to meet annual targets...

About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Rory Mackie & Associates. As a key member of our team, you will be responsible for providing exceptional financial planning and wealth management services to our ultra-high net worth clients.Key Responsibilities:Deliver high-quality investment consulting services to...

Job OverviewThis is an exciting opportunity to join our team as a High-Net-Worth Banking Professional. We are looking for an individual who can develop and maintain relationships with high-net-worth clients, providing them with tailored financial solutions and expert advice.Key ResponsibilitiesIdentify and pursue new business opportunities through strategic...

Job SummaryWe are looking for a Wealth and Portfolio Advisor to join our team. As a trusted advisor to high-net-worth individuals, you will provide expert financial guidance and tailored portfolio management services to meet their evolving needs.About the RoleThe ideal candidate will have a deep understanding of financial markets and wealth management...

About Talent Shore SA LtdWe are a leading digital agency specialising in high-performance creative assets and digital marketing strategies for luxury brands targeting high-net-worth (HNW) and ultra-high-net-worth (UHNW) audiences.Job DescriptionThis role involves providing strategic leadership and guidance to junior team members, driving innovation and...

Job Overview:Ten Group is a leading provider of luxury concierge services, and our Private Travel division is seeking a highly skilled and experienced individual to join our team as a High Net Worth Service Manager. This role offers the opportunity to work with high-net-worth clients and provide exceptional service to meet their complex needs.Main...

About Somewhere">Somewhere is a startup focused on creating an exclusive membership for ultra high-net-worth families. We are currently seeking a Strategic Operations Specialist to join our team.This individual will be responsible for providing high-level executive and operational support to our CEO, conducting research on potential clients, and evaluating...

Capital Assignments - A Leading Wealth Management Firm">We are a respected player in the wealth management industry, known for our expertise in providing bespoke financial solutions to high net worth clients.Job OverviewThis company is seeking a seasoned Wealth Manager to join their team and contribute to the success of their clients.Key ResponsibilitiesWork...

About the PositionWe are looking for a skilled Senior Client Advisor to join our team. In this role, you will be responsible for managing and growing a portfolio of high net worth clients, trusts, investment holding companies and businesses.Your Key ResponsibilitiesNew Business Organisation: Develop short-term tactical plans to meet annual targets. Identify,...

About the RoleThis High Net Worth Personal Insurance Consultant role requires a seasoned professional with extensive experience in managing HNW customers' portfolios.Responsibilities include sourcing and securing new business opportunities, providing customized insurance solutions, and maintaining relationships with existing customers.The ideal candidate...

Bespoke Travel Designer - Join Our Team at Ten GroupWe are looking for a talented Bespoke Travel Designer to join our team at Ten Group. In this role, you will have the opportunity to create unforgettable experiences for our high net worth clients, leveraging your exceptional industry knowledge and creativity to design bespoke travel itineraries that exceed...

This position offers a unique opportunity to lead the development of investment strategies and manage high-net-worth client portfolios for Old Mutual South Africa.The ideal candidate will have a strong background in investment management, asset allocation, and risk management, with a proven track record of delivering exceptional results in a similar...

Job DescriptionWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Sanlam Limited. As a key member of our advisory team, you will be responsible for providing expert financial advice and guidance to clients, helping them achieve their long-term goals and aspirations.Main Responsibilities:Conduct comprehensive...

We are seeking an experienced High Net Client Underwriter to join our team at Ultimate Search Consultants in Cape Town.The successful candidate will be responsible for managing a portfolio of high net clients, providing them with expert advice on short term insurance solutions and ensuring their needs are met.Key Responsibilities:Assess client risks and...

At Standard Bank Group, we are seeking a High Net Worth Client Advisor to join our Private Banking team. This role is responsible for acquiring, managing, and retaining high-net-worth clients through tailored financial solutions and proactive engagement.About the Job Description:The ideal candidate will have a minimum of 5-7 years' experience in sales,...

Join us as we seek a highly experienced and skilled individual to lead our investment team at Old Mutual South Africa.This is a challenging and rewarding role that requires a deep understanding of investment management, asset allocation, and risk management, as well as excellent communication and leadership skills.About the PositionThe Head of Investments...

About the OpportunityWe are seeking a highly skilled and motivated Wealth and Portfolio Advisor to join our team. As a key member of our private banking team, you will be responsible for delivering exceptional client experiences and driving revenue growth.Key Responsibilities:Develop and maintain strong relationships with high-net-worth individuals,...

Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional financial...

Results-Driven Client Acquisition Expert Wanted.We are looking for a highly motivated and experienced Client Acquisition Expert to join our team.This is an exciting opportunity to leverage your sales and lead generation skills to drive business growth and contribute to the success of our company.The ideal candidate will have a proven track record in sales,...