Wealth Management Consultant

In this challenging and rewarding role as a Wealth Creation Consultant, you will be responsible for guiding clients through the wealth creation process by providing expert advice on property investments. You will leverage your extensive knowledge of the real estate market and your ability to analyze complex data to create personalized investment plans that...

About the RoleWe are currently recruiting for an experienced Financial Advisor to join our team in Cape Town, Western Cape.Key ResponsibilitiesProvide structured wealth solutions to clients through investments, retirement cover, life cover, and funeral cover.Market and sell financial products to new and existing clients.Work closely with clients to...

Headhunters is seeking a qualified Wealth Creation Consultant to join our team. In this role, you will provide expert advice and guidance to our clients in the financial services sector, focusing on wealth creation and risk management.The successful candidate will have a strong background in risk management and insurance products, with a minimum of 5 years'...

As a Property Investment Specialist with Indalo Travel, you'll have the opportunity to transform the careers of ambitious financial planners.We're seeking a skilled individual to join our dynamic team and provide pre-qualified, high-net-worth client leads without cold-calling.Our unique market advantage includes up to 10X higher commission potential compared...

Momentum is committed to delivering exceptional results through our innovative approach to financial services. As an Investment Consultant, you will play a key role in crafting strategic partnerships with investment and wealth independent financial advisors (IFAs).Key ResponsibilitiesDevelop and maintain strong relationships with IFAs, driving client...

We are a debt counseling company focused on financial wellness solutions in the Cape Town area. Our vision is to guide clients from financial distress to financial wealth using a consultative sales approach.Job DescriptionThe ideal candidate will be responsible for contacting customers who have expressed interest in our debt counselling services, promoting...

NQF 5 & 6 would be advantageous (In Wealth Management)Experience :5+ years experience in the investment financial services industry is essential3+ years experience in the broker support environment is essentialProficient in English and Afrikaans (read, write, speak)Competent on service providers' website functionalities (Investment and risk service...

Job OverviewThe Wealth Assistant role at Findojobs South Africa is a critical position that requires exceptional organizational and communication skills. As a key member of our team, you will be responsible for managing client relationships, processing new business, and servicing existing clients.ResponsibilitiesNew Business Processing: Ensure all...

Your:Formal Education:MatricNQF 5 & 6 would be advantageous (In Wealth Management)Experience:5+ years experience in the investment financial services industry is essential3+ Experience in the broker support environment is essentialCompetencies:Proficient in English and Afrikaans (read, write, speak)Competent on service providers website functionalities...

NQF 5 & 6 would be advantageous (In Wealth Management)Experience :5+ years' experience in the investment financial services industry is essential3+ years experience in the broker support environment is essentialProficient in English and Afrikaans (read, write, speak)Competent on service providers' website functionalities' (Investment and risk service...

Investment Consultant Job SummaryRory Mackie & Associates is a leading provider of financial planning and wealth management services to ultra-high net worth individuals. We are seeking an experienced Investment Consultant to join our team and provide bespoke services to our discerning clients.Main Accountabilities:Provide expert financial planning and wealth...

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...

About Structured Wealth SolutionsWe are a dynamic and innovative financial services company that offers a range of wealth management solutions to individuals and businesses.The RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team in Cape Town, Western Cape.ResponsibilitiesDevelop and implement personalized financial plans...

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...

1 day ago Be among the first 25 applicantsDirect message the job poster from TIW Capital GroupHR Manager / Talent Acquisition Manager/HR Consultant/HR AdvisorCompany DescriptionTIW Capital Group (TCG) is a Global Asset Management Company headquartered in Dubai with a presence in 10 countries. TCG offers Dollar/Pound funds with a Multi-Asset Multi-Geography...

Wealth Management Assistant - Claremont, Cape TownOur client, a Wealth Management company, is looking for a Wealth Management Assistant who provides administrative support to a Wealth Manager in all aspects of their portfolio.Salary: Market relatedOffice basedMinimum Requirements:Experience in and solid knowledge and understanding of FICA, FAIS, and...

Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers regarding the possibility of joining their business.Qualifications and Experience:Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law...

Are you a detail-driven administration professional passionate about delivering exceptional client service in Wealth Management? We're looking for a dynamic Wealth Management Associate (WMA) to join our team and become an administrative partner to one of our experienced Wealth Managers.About the role:As a Wealth Management Associate, you'll play a pivotal...

Our client, a Wealth Management organisation, is seeking a Wealth Management Associate to join their expanding team.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.Key Responsibilities :Prepare and...

Job DescriptionThe Wealth Management Specialist will be responsible for providing analysis, research, and sales and service fulfilment to manage a portfolio of private wealth clients. The successful candidate will assist in proactively managing a portfolio of private wealth clients with a team of private bankers.Main DutiesContribute to a culture of service...