Experienced Wealth and Investment Manager Sought

A highly skilled and experienced wealth manager is sought after by Efficient Frontier Recruitment to cater to the needs of a prominent wealth management firm.Key Responsibilities:Client Relationship Management: Building and maintaining relationships with high-net-worth clients, providing exceptional service and ensuring client satisfaction.Collaboration and...

Efficient Frontier Recruitment is seeking an experienced wealth and investment professional to join their team at a prominent wealth management firm. This is a unique opportunity for a seasoned wealth manager to utilize their expertise in managing complex high-net-worth client relationships.Key Requirements:Relevant Qualifications: B.Com, BBusSci, or related...

A prominent **Wealth Management firm** has a specialist opportunity for an **experienced** Wealth Manager to play a pivotal role in providing investment, wealth and estate planning services to mainly high-net-worth individuals and families. Initially the incumbent would assist the CEO and other Senior Wealth Managers in servicing their portfolio of clients...

A prominent **Wealth Management firm** has a specialist opportunity for an **experienced** Wealth Manager to play a pivotal role in providing investment, wealth and estate planning services to mainly high-net-worth individuals and families. Initially the incumbent would assist the CEO and other Senior Wealth Managers in servicing their portfolio of clients...

Introduction A prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth clients. The ideal candidate should possess a deep understanding of investment and wealth management, investment...

A prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to cater to the needs of an established portfolio of high-net-worth clients.Duties & ResponsibilitiesClient Relationship ManagementCollaboration with Tax Advisors, Fiduciary Specialists, and Other External ProvidersPerformance ReportingTask Management...

Wealth Investment ManagerLocations: SandtonTime Type: Full timePosted on: Posted 17 Days AgoJob Requisition ID: R-15968116Empowering 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 international expertise, a career with our family offers the opportunity to be part...

Our fast-paced and dynamic environment enables smart, self-driven people to be their best. We are seeking a suitably experienced Financial Advisor to become part of our vibrant and dynamic sales team. This individual will consult with existing clients to offer them specialist advice on their current products, benefits and/or fund selection.The role involves...

**Responsibilities**: - Interaction with clients (management of relationships and providing client services) - Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant wealth managers - Investment administration matters including but not limited to: Unit Trusts, Share Portfolio, Offshore Investments, Cash...

A leading Wealth Management firm is seeking a seasoned professional to oversee the financial well-being of high-net-worth clients.Key Responsibilities:Develop and maintain strong relationships with existing clientsCollaborate with external providers to optimize investment strategiesProvide performance reports and task management for onshore and offshore...

Job RequirementsWe are looking for a highly skilled and experienced Trust Accountant to join our team. The ideal candidate will have a strong background in accounting, particularly in the financial services and wealth management industry.Key Skills and QualificationsBachelor of Commerce or Accounting qualificationMinimum 5 years of experience as an...

**Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...

As a Private Wealth Banker with Absa Group, you will play a key role in empowering Africa's future by building and maintaining professional relationships with high net worth individuals. This involves achieving financial targets, acquiring new clients, and enhancing customer experience within the Bank's regulatory frameworks.Key responsibilities include:New...

Empowering 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 international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job...

In this dynamic role as a Private Wealth Banker at Absa Group, you will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional financial services. Your key responsibilities will include:New business origination through strategic relationship-building and sales initiatives.Client relationship...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

Empowering 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 international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job...

We are seeking a skilled Wealth and Investment Manager to join our team at Efficient Frontier Recruitment. As a key member of our team, you will be responsible for managing an established portfolio of high-net-worth clients.About the RoleThe ideal candidate will possess a deep understanding of investment and wealth management, investment strategies, offshore...

A seasoned investment professional with over 10 years relevant experience required primarily for post-investment portfolio management at leading global investment holding company.ResponsibilitiesParticipate in investment prospecting and portfolio review and update meetingsWill be deployed on special projects as needed.Review financial models to aid...

Private Wealth Banker - Pipeline Sandton page is loaded Private Wealth Banker - Pipeline Sandton Apply locations Sandton time type Full time posted on Posted 30+ Days Ago job requisition id R-15962328 Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned...