Wealth Relationship Builder

About the RoleWe are seeking a highly skilled Private Wealth Banker to join our team in Somerset West.The successful candidate will be responsible for building and maintaining professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience...

Job DescriptionTo succeed in this role, you will need to build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience within the scope of the Bank's regulatory and compliance frameworks.Your responsibilities will...

Key ResponsibilitiesDevelop and implement effective investment strategies for clientsAnalyze market trends and make informed investment decisionsBuild and maintain strong relationships with clientsStay up-to-date with industry developments and best practicesRequired SkillsExperience in investments and investment managementKnowledge of investment strategies...

The role is mainly client-facing and includes managing a sizeable number of existing clients (existing book), and further growing the client base. The role also entails managing a few wealth managers operating from the Somerset West Office. Salary is negotiable depending on experience Qualifications required: A degree in a finance related field such as a...

IWCP Johannesburg Ltd is a leading provider of innovative financial solutions. As a Wealth Management Professional, you will be responsible for building and nurturing lasting relationships with our high-net-worth clients.What We Offer:Comprehensive onboarding and ongoing development to ensure your success.A structured mentorship program that accelerates your...

Our client an independent financial services firm committed to providing expert financial planning and wealth management solutions to their clients. They are looking for a motivated and detail-oriented individual to join their team as a Financial Advisor in their Stellenbosch office. Key Responsibilities: - Provide expert financial advice and planning to...

Company Description **About Kaelo** Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. **Job Description**: To provide excellent new business delivery and quality through Kaelo service and sales standards. Identifying and improving the outcomes of new business...

Requirements:Result-driven and professional individual with a proven track recordExcellent relationship builder with a vibrant personalityHunger, tenacity, and drive to succeedDesire to build a career with a world-leading organizationLocation: Living in or near Yorkshire is preferred.

**Reference** - PE002161/RW**Location** - Western Cape, Somerset West**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial Services industry **is currently looking to employ a **Financial Planning Partner Assistant based in Somerset West.** **A wonderful career opportunity awaits...

About the RoleThis is an exciting opportunity to become a Sales Consultant - Electronic Solutions and make a real impact in the security sales industry. As a Sales Consultant, you will be responsible for cultivating relationships with stakeholders and driving business growth.Responsibilities:Generating and closing deals, leveraging self-sourced leads and...

At IWCP Johannesburg Ltd, we are shaping the future of wealth management by cultivating the next generation of leaders. Our comprehensive training and development program will equip you with the skills and knowledge needed to excel in this role.Key Responsibilities:Build lasting relationships with high-net-worth individuals through strategic networking and...

We are seeking a talented individual to join our team as a Financial Growth Specialist. In this exciting role, you will play a key part in shaping the future of wealth management at IWCP Johannesburg Ltd.Key Features:Entrepreneurial flexibility to create your own client base and set your own goals.Competitive edge with access to advanced investment...

Build Your Legacy with Liberty Are you driven by success and eager to help others take control of their financial future? If you're looking to grow in a rewarding field with limitless earning potential, this career opportunity is for you. At IWCP, we're shaping the future of wealth management by cultivating the next generation of leaders. With world-class...

Job Title and Job Grade Centre Manager **Job grade**: D1 Job Purpose Responsible for the overall management and maintenance of the centre to provide long-term profitability, sustainable growth and maximize returns. The position will be based at Key West and the Centre Manager will report to the Portfolio Manager. **The Centre Manager has the following...

We are looking for entrepreneurial individuals to be trained in wealth management and creation as Relationship Managers/ Financial Advisers, to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients. - Entrepreneurial and ambitious - Has strong business...

Goede Hoop Citrus (Pty) Ltd is located in Citrusdal, Western Cape. The town is 178km from Cape Town alongside the N7 national road to Namibia. It lies between the Cedarberg mountains in the east and the Olifants River mountains in the west. The company was formed in 1926 and has provided a packing and marketing service to the Citrus producers within the...

-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...