Wealth Management Specialist

We are seeking a highly motivated individual to join our Wealth Management team as a Wealth Management Specialist. In this role, you will work closely with our clients to create personalized wealth management plans that align with their financial objectives.As a Wealth Management Specialist, you will possess a comprehensive understanding of investment...

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...

Job OpportunityWe are excited to offer an opportunity for a talented Wealth Management Consultant to join our team at Structured Wealth Solutions in Western Cape. As a key member of our Sanlam Sky team, you will be responsible for providing expert financial guidance and delivering exceptional client service to individuals and families.Key...

Cross Wealth Financial Services is seeking an experienced Wealth Management Professional to join our team!Company Description:Cross Wealth Financial Services is a leading provider of risk management solutions to individuals and families. Our team of experts works closely with clients to develop customized financial strategies that cater to their unique...

We are looking for a talented Wealth Management Specialist to join our team at The Recruitment Council.Job Summary:Support Wealth Managers in preparing complex proposals and financial needs analyses for clients.Develop and maintain wealth management products strategies.Troubleshoot Financial Needs with Wealth Managers and Associates.About the Position:Work...

iGrow Wealth Investments seeks a highly skilled Financial Manager to lead our financial operations and drive growth. This exciting opportunity involves overseeing the financials of our conveyancing company and rental management division, ensuring accuracy and compliance with financial regulations and reporting standards.Responsibilities:Develop and monitor...

Future Careers is currently recruiting a Wealth Management Specialist to spearhead its growth initiatives in the Cape Town region.In this dynamic role, you will work directly with clients to deliver high-quality wealth management solutions that align with their unique objectives.Key AccountabilitiesResponsibilities will include:Undertaking detailed financial...

Job OverviewThe Personal Financial Advisor role at Cross Wealth Financial Services focuses on delivering exceptional financial guidance to clients. This includes developing customized financial plans, analyzing financial data, and providing strategic advice on wealth management.Main AccountabilitiesDesign comprehensive financial plans tailored to clients'...

We are seeking an experienced Paraplanner to join our team at FSP Wealth.The successful candidate will be responsible for providing support to financial advisors by preparing and maintaining client files, conducting research on financial products, and drafting financial reports.About the RoleThis is a full-time on-site role located in...

Welcome to SANLAM, where we empower individuals to take control of their financial futures. As a Wealth Management Specialist, you will play a vital role in helping our clients achieve their goals, whether it's saving for retirement, investing in their children's education, or building wealth through smart financial planning.Your key responsibilities will...

Job DescriptionWe are seeking a highly motivated Financial Specialist to join our team at Structured Wealth Solutions in Cape Town. As a key member of our Sanlam Sky team, you will be responsible for delivering exceptional client service and providing expert financial guidance to individuals and families.Key ResponsibilitiesProvide personalized financial...

Join us at Structured Wealth Solutions as we strive to empower individuals with financial knowledge and planning. Our team values education, communication, transparency, and community, and we are committed to making a positive impact on society.This Sales Manager role involves managing financial advisors and their agents, providing guidance and support to...

At Structured Wealth Solutions, we are seeking a highly motivated and results-driven broker agent to join our team for CAPITAL LEGACY. This is an excellent opportunity for individuals who possess exceptional sales skills and a passion for the financial services industry.Key Responsibilities:The ideal candidate will have a valid driver's license and own...

We're looking for a skilled Personal Finance Specialist to join our team at Cross Wealth Financial Services!About Us:Cross Wealth Financial Services is dedicated to providing exceptional risk management solutions to our clients. Our team of experts works closely with clients to understand their unique needs and develop customized financial strategies.This...

Job OverviewA senior client relationship manager position has become available in our Wealth Advisory division, offering the ideal opportunity for an experienced professional to leverage their skills and expertise in managing high net worth clients.Key ResponsibilitiesClient Acquisition and Retention: Identify, develop, and maintain relationships with high...

Wealth AdministratorOur client, a leading wealth manager, requires an experienced Wealth Administrator to support their team.Key Responsibilities:Retrieve information from the Astute system for Para-Planners and Private Wealth Managers.Chase takeover confirmations from providers and ensure timely completion.Send Provider Code Application forms to new Private...

Our client based in Southern Suburbs of Cape Town, is seeking a Wealth Manager's Assistant. The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be a strategic partner to the wealth...

Northern Cross Wealth Management is a dynamic company seeking a Freelance Social Media & Database Manager to join our team. This role offers the opportunity to work with a growing brand and contribute to its online presence.The successful candidate will be responsible for creating engaging content, managing social media platforms, and maintaining a client...

Growth-oriented igrow Wealth Investments is looking for a highly skilled Residential Lettings Specialist to manage its portfolio of residential let properties in various complexes.Responsibilities:Oversee the general upkeep and maintenance of the owner's property, ensuring it remains in excellent condition.Coordinate external maintenance contractors and sign...

Welcome to Absa Group, where we empower Africa's tomorrow, together…one story at a time!We're seeking a talented individual to join our team in formulating tactical strategy and associated delivery plans related to single practice areas. The ideal candidate will ensure proactive integration and operational tactical enhancement.As a Wealth Management...