Wealth Investment Specialist
12 hours ago
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 reports on sales performance, including sales for the week, total consultations booked vs occurred, and strike rate.
- Provide management and strategist with detailed reports on client consultations, including status of open vs lost consultations and reasons.
- Schedule client meetings and manage calendar, ensuring that the strategist's diary is always full.
- Responsible for preparing documents for client meetings, especially review meetings, and updating CRM (Zoho) with notes on the meeting and schedule next activity/meeting with the client.
- Answering phone calls and emails, handle client queries, and give feedback.
- Daily meeting with Strategist to give feedback on daily activities and following up with clients on any outstanding documents.
Requirements:
- A minimum of a matric certificate, with tertiary education being advantageous.
- Excellent time management and organizational skills, with the ability to meet deadlines.
- Strong verbal and written communication skills, with proficiency in Excel.
- Ability to multitask, problem-solve, and make decisions.
- Proactive and self-directed, with excellent interpersonal skills and telephone etiquette.
Salary: R 250,000 - R 300,000 per annum, depending on experience and qualifications. If you are a motivated and detail-oriented individual who is passionate about property investment, please submit your application.
-
Property Investment Strategist
3 weeks ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeAbout IGrow Wealth InvestmentsWe are a leading property investment company in South Africa, committed to helping our clients create, protect and grow their wealth.
-
Investment Portfolio Manager
1 month ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeCompany OverviewIGrow Wealth Investments, a leading property investment company in South Africa, is seeking a highly skilled Financial Advisor to join their team.The ideal candidate will be driven by success and have a passion for helping investors create, protect, and grow their wealth.
-
Wealth Strategist
1 day ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeWealth creation and protection are key to achieving financial freedom. As a Financial Advisor at iGrow Wealth Investments, you will play a crucial role in helping investors create, protect and grow their wealth.The ideal candidate will have a relevant diploma/degree and a minimum of 2 years of experience in property sales or a financial advisory role. They...
-
Senior Bond Specialist
4 weeks ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeSenior Bond Specialist Opportunity at iGrow Wealth InvestmentsAt iGrow Wealth Investments, we are seeking a highly skilled Senior Bond Specialist to join our team in Cape Town.About the Role:We offer a competitive salary of R250,000 - R300,000 per annum, depending on experience.Responsibilities:The successful candidate will be responsible for consulting with...
-
Wealth Management Specialist
1 month ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full timeUnlock Your Potential in Wealth ManagementAs a Wealth Management Specialist, you will have the opportunity to thrive in a career that combines financial expertise with exceptional client service. At Liberty Standard Bank Group, we are committed to providing unparalleled support and resources to help you succeed.Salary: R 100,000 - R 150,000 per annum...
-
Senior Mortgage Specialist
3 weeks ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeOverview of the RoleIn this pivotal position at IGrow Wealth Investments, we are seeking an accomplished Senior Mortgage Specialist to spearhead our mortgage origination efforts in Cape Town.
-
Investment Booking Specialist
1 day ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeAre you a results-driven professional looking for a challenging and rewarding role? Do you have a passion for sales and customer service? We are seeking an experienced Booking Agent to join our team in Cape Town and help us achieve our sales targets.As a key member of our sales team, you will be responsible for prospecting and booking consultations with...
-
Financial Planning Specialist
4 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeCA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in financial planning and wealth management, with the ability to create personalized asset allocation reports for clients.About CA Financial AppointmentsWe are a boutique Wealth Manager providing personal...
-
Wealth Management Support Specialist
2 weeks ago
Cape Town, Western Cape, South Africa The Talent Expert Full timeJob Title: Wealth Management Support SpecialistEstimated Salary: R200,000 - R250,000 per annumCompany OverviewThe Talent Expert is a leading independent financial planning firm providing customized financial planning services to retirement funds and their members.We have experienced phenomenal growth over the past few years and are still growing. Our vibrant...
-
Commercial Property Investment Associate
1 day ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeiGrow Wealth Investments, a pioneering property investment company in South Africa, is looking for an experienced Bond Originator to become part of our dynamic team in Cape Town.This exciting opportunity requires a minimum of 2 years of experience in bond origination, with a strong track record of success in a similar role. The ideal candidate will possess...
-
Wealth Management Specialist
5 days ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeJob 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...
-
Investment Advisor
1 day ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeiGrow Wealth Investments is seeking a skilled Financial Advisor to join their team. The ideal candidate will have a passion for helping others achieve financial freedom and possess excellent communication and interpersonal skills.The successful candidate will be responsible for scheduling and confirming consultations with clients, working directly with...
-
Property Investment Assistant
1 day ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeJob SummaryWe are seeking a Property Portfolio Administrator to join our team at iGrow Wealth Investments in Cape Town. The successful candidate will be responsible for managing a large portfolio of properties, ensuring that all administrative tasks are completed efficiently and effectively.Key ResponsibilitiesManage property portfolios, ensuring timely and...
-
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeCompany Overview:IGrow Wealth Investments, a leading property investment company in South Africa, is expanding its team in Cape Town. As a reputable player in the industry, we are committed to delivering exceptional investment solutions to our clients. Estimated Salary: R450,000 - R600,000 per annum, depending on experience and performance.Job...
-
Wealth Management Specialist
1 day ago
Cape Town, Western Cape, South Africa The Recruiters Full timeWe 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...
-
Financial Deal Specialist
3 weeks ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeiGrow Wealth Investments is South Africa's leading property investment company, based in Cape Town. We are seeking a highly skilled Financial Deal Specialist to join our team.Key Responsibilities:Consult with investors daily via phone or in-person to gather financial information for affordability assessments and bond applications.Accurately complete...
-
Finance Specialist
4 weeks ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeJob Title: Finance SpecialistWe are seeking a highly skilled Finance Specialist to join our team at IGrow Wealth Investments in Cape Town.Estimated Salary: R 250,000 - R 350,000 per annum.About the RoleThis is a key position that requires excellent communication and organizational skills. The successful candidate will be responsible for consulting with...
-
Financial Advisor
1 day ago
Cape Town, Western Cape, South Africa Isilumko Staffing (JHB) Full timeIsilumko 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...
-
Maintenance Administrator Assistant
4 weeks ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeSouth African's leading Property Investment Group, IGrow Wealth Investments, is seeking an experienced Maintenance Administrator to fill a critical role within their expanding team.Estimated salary: R150,000 - R180,000 per annumJob Overview:The successful candidate will be responsible for attending to all day-to-day maintenance tickets on the rental...
-
Wealth Management Support Specialist
4 weeks ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeWe are seeking a highly skilled Wealth Management Support Specialist to join The Recruitment Council team.The successful candidate will provide specialist technical input to Wealth Managers, preparing asset allocation reports, proposals and financial needs analyses for clients. A minimum of 3-5 years experience as a Paraplanner within wealth management is...