Current jobs related to Career Opportunities in Wealth Management - Cape Town, Western Cape - Liberty Group South Africa

  • Private Wealth Manager

    3 weeks ago

    Cape Town, Western Cape, South Africa Carrick Wealth Full time

    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...

  • Wealth Management Professional

    4 days ago

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

    Welcome to Structured Wealth Solutions, a leading provider of comprehensive wealth management solutions. We are excited to announce that we are recruiting a highly skilled Broker Agent to join our dynamic team for CAPITAL LEGACY.About Us:We pride ourselves on our commitment to excellence and dedication to delivering unparalleled financial services to our...

  • Wealth Management Consultant

    4 days ago

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

    We are recruiting a talented Wealth Management Consultant to help us deliver exceptional results for our clients at Capital Legacy. As a key member of our team, you will play a crucial role in developing and implementing strategic plans to achieve business objectives.Key Responsibilities:Develop and maintain relationships with existing clientsIdentify new...

  • Wealth Creation Manager

    2 days ago

    Cape Town, Western Cape, South Africa Absa Bank Full time

    Are you looking for a challenging and rewarding career in financial planning? Do you have what it takes to succeed in a dynamic and fast-paced environment? As a Wealth Manager at Absa Bank, you will have the opportunity to transform the careers of ambitious financial planners by providing them with unparalleled opportunities in property investment.We are a...

  • Career Advancement Opportunities

    21 hours ago

    Cape Town, Western Cape, South Africa Structuredwealth Full time

    We are seeking a motivated individual to join our team at Structured Wealth Solutions as a broker agent. This role is an excellent opportunity for career advancement in the financial services industry.The successful candidate will be responsible for marketing and selling financial products and solutions, including investments, retirement cover, wills, life...

  • Wealth Management Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa deVere Group Full time

    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...

  • Sanlam Wealth Management Consultant

    7 days ago

    Cape Town, Western Cape, South Africa Sanlam Limited Full time

    Sanlam Limited is seeking a seasoned Sanlam Wealth Management Consultant to lead our advisory services efforts. As a trusted advisor, you will work with high-net-worth individuals and families to create customized wealth management strategies that align with their unique needs and goals.Key Performance Indicators:Develop and maintain strong relationships...

  • Wealth Management Specialist

    3 days ago

    Cape Town, Western Cape, South Africa Lonfin Wealth Bluestar Financial Advisory Services-Authorised by Sanlam Full time

    Succeed as a Financial Advisor with Lonfin WealthWe are seeking experienced professionals to join our team in the Western Cape Region.Key Qualifications:At least 2 years of experience in the financial services sectorRE5 and Class of Business certificationsOngoing commitment to professional developmentResidency in the Western CapeDemonstrated success in a...

  • Wealth Management Consultant

    3 days ago

    Cape Town, Western Cape, South Africa EQ-FIN Full time

    About eQ-FINeQ-FIN is committed to evolving through excellence, driving quality, and securing wealth for its clients. Our team of professionals is dedicated to providing expert financial services and guidance to help individuals achieve their financial goals.Your RoleIn this position, you'll have the opportunity to build strong relationships with clients,...

  • Wealth Management Associate

    4 days ago

    Cape Town, Western Cape, South Africa Headhunters Full time

    Wealth Management AssociateAbout the Role:We are seeking a detail-oriented and organized Wealth Management Associate to support our Financial Planning Partners in delivering exceptional client service. The successful candidate will have excellent communication skills, attention to detail, and experience in wealth management.Responsibilities:Client...

  • senior wealth manager

    2 weeks ago

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

    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...

  • Head of Wealth Management

    21 hours ago

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

    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...

  • Wealth Management Assistant

    3 days ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Job Summary:We are seeking an organized and detail-oriented Wealth Administrator to support our team in Cape Town. The successful candidate will be responsible for providing administrative assistance, data entry, and record-keeping services.Main Responsibilities:Information Gathering and Verification: Assist in gathering information via the Astute system for...

  • Wealth Management Associate

    2 weeks ago

    Cape Town, Western Cape, South Africa Conova Recruitment Full time

    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...

  • Wealth Investment Manager

    46 minutes ago

    Cape Town, Western Cape, South Africa Absa Bank Full time

    Wealth Investment ManagerApply locations: Cape TownTime type: Full timePosted on: Posted 5 Days AgoTime left to apply: End Date: July 31, 2025 (30+ days left to apply)Job requisition id: R-15971968Empowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and...

  • financial advisor/senior wealth manager

    2 weeks ago

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

    This position is 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 communication, in English and Afrikaans, at all levelswill...

  • Wealth Manager

    19 hours ago

    Cape Town, Western Cape, South Africa Gap Consulting Full time

    Minimum Requirements:Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services IndustryBcom | Relevant Tertiary Education requiredCertified Financial Planner | CFPRE 5 CompletedProficient in CRM Systems essentialStrong knowledge of Annuities | Investments | Tax Related Assistance will be beneficialValid Driver's License and own...

  • Sales Finance Career Opportunities

    3 days ago

    Cape Town, Western Cape, South Africa Enriching Life Full time

    Become a Financial LeaderDo you have a passion for finance and a desire to make a real difference in people's lives?As a Financial Advisor at Enriching Life, you'll be part of a dynamic team that's dedicated to empowering individuals to take control of their financial futures.You'll enjoy:A sense of purpose - know that you're making a positive impact on...

  • Wealth Management Professional

    2 days ago

    Cape Town, Western Cape, South Africa FNB Namibia Full time

    Role OverviewThis position involves delivering exceptional experience and education to RMB clients on wealth creation, accumulation, and protection tactics.Key Responsibilities:Achieve revenue and profit targets by growing portfolio base and providing holistic advice.Identify opportunities for revenue growth and deliver on sales targets.Provide banking and...

  • Structured Wealth Solutions Job Opening

    21 hours ago

    Cape Town, Western Cape, South Africa Structuredwealth Full time

    Are you looking for a challenging and dynamic career opportunity in finance and sales? We are seeking a qualified and experienced professional to join our team at Structured Wealth Solutions as a broker agent.This entry-level position offers the chance to develop your skills and knowledge in the financial services industry, with opportunities for career...

Career Opportunities in Wealth Management

1 week ago

Cape Town, Western Cape, South Africa Liberty Group South Africa Full time

The Liberty Group South Africa seeks a highly skilled professional to deliver tailored financial services to its clients. This role requires the ability to create personalized insurance and investment solutions that meet individual needs and goals.

Key responsibilities include:

  1. Providing comprehensive financial planning support to clients, taking into account their unique circumstances and objectives.
  2. Maintaining strong relationships with clients through effective communication and exceptional customer service.
  3. Collaborating with investment professionals to develop and implement client-centered strategies.
  4. Ensuring accuracy and attention to detail when preparing financial plans and reports.
  5. Demonstrating proficiency in relevant software and technologies to streamline financial planning processes.
  6. Fostering a client-centric approach to all aspects of the job.

Qualifications for this position include:

  1. A Bachelor's degree in Finance or a related field.
  2. A minimum of 3 years of experience in the financial services industry.
  3. Strong understanding of industry regulations and compliance requirements (e.g., RE5 and COB certificates).
  4. Excellent interpersonal skills and a robust network of contacts.

As a key member of our team, you will have the opportunity to make a meaningful impact on the lives of our clients by providing expert guidance and support throughout their financial journey.