Wealth Management Professional

Main Responsibilities:The Wealth Management Associate will deliver exceptional support to a wealth manager, focusing on deadline-driven tasks, client-centricity, and professionalism.Key areas of focus include:Managing deadlines and operational details to enhance service deliveryMaintaining high levels of attention to detail and adaptabilityWorking...

The Wealth Management Associate plays a pivotal role in delivering exceptional support to wealth managers, ensuring timely completion of deadline-driven tasks with a client-centric approach. The ideal candidate will possess a high level of attention to detail and ability to work under pressure, with a strong understanding of financial planning principles and...

Job OpportunityAt Set Consulting, we are seeking an experienced Wealth Management Associate to join our team. As a key member of our financial services team, you will provide administrative support to our Wealth Manager and serve as a strategic partner. Your primary responsibilities will include managing deadlines, paperwork, and operational details to...

Property Investment Strategist RoleWe are seeking a skilled Professional to work with our team at IGrow Wealth Investments, a leading Property Investment Company in South Africa.Key ResponsibilitiesSchedule and confirm consultations with clientsWork with booking agents and inhouse experts to deliver excellent customer serviceConsult with primary buyers and...

We are on an ongoing entrepreneurial quest evolving through excellence, driving quality and securing wealth by connecting people with life solutions for financial freedom. Our Value proposition to all our Specialists includes the following:Access to trained and skilled administration staff in our Biz HubsThe ability to study and develop yourself further,...

Financial Planner Job DescriptionSagen Advisory is seeking a highly skilled Financial Planner to join their team in a rapidly expanding wealth management business. The ideal candidate will be a financial/commercially qualified graduate, a junior financial planner, or an experienced financial planner seeking to join a customer-focused expanding business.Key...

Job Summary:    We are seeking a Senior Wealth Strategist to provide expert financial planning, advice, and services to clients. This is a fantastic opportunity to develop customized strategies and guide clients towards achieving their financial goals.About the Role:    As a Senior Wealth Strategist, you will be responsible for analyzing financial...

Executive Assistant - Wealth ManagementCA Financial Appointments is seeking a highly experienced Executive Assistant to support our Wealth Management team. The ideal candidate will have a strong understanding of wealth management, financial regulations, and business operations.Key Responsibilities:Manage the diary and needs of the Wealth Manager/CEO,...

Job SummaryWe are seeking a highly skilled and experienced UHNW Wealth Manager to join our team at FirstRand Bank Limited. As a key member of our Private Banking and Advisory team, you will be responsible for developing and maintaining relationships with high net worth clients, providing holistic and personalized solutions to meet their financial needs.Key...

We 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...

Wealth Management Support RoleTo provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of The Recruitment Council.Key ResponsibilitiesPreparing detailed and complex proposals and financial needs analyses for clients.Providing technical...

Job Description:We are seeking a highly technical and analytical individual to provide specialist technical input to Wealth Managers and assist in the preparation of asset allocation reports, proposals, and financial needs analyses for clients.Key Responsibilities:Provide technical support to Wealth Managers, including performance queries and analysis using...

IGrow Wealth Investments, a leading property investment company in South Africa, is seeking a highly skilled SAIPA/SAICA Financial Professional to join their team in Cape Town.The ideal candidate will possess:Professional Accountant (SA) (registered with SAIPA) or AGA(SA) (registered with SAICA)1+ years post articles in a management/supervisory...

Sagen Advisory: A Leading Wealth Management BusinessWe are recruiting highly skilled and ambitious Financial Planners to join our team in Durbanville, Stellenbosch. This is an excellent opportunity for individuals who want to build a career in wealth management and deliver exceptional client service.The ideal candidate will be a financial/commercially...

For an experienced Property Portfolio Administrator, IGrow Wealth Investments is seeking a skilled professional to oversee a portfolio of 350 - 450 properties.Key Responsibilities:Manage a property portfolio, ensuring timely and efficient administrative tasks.Prepare and send vacancy notices to tenants, and conduct walk-around blocks to report findings to...

We are a leading wealth management business in South Africa, rapidly expanding our operations with a strong reputation for excellence. Our company is headquartered in Durbanville, Stellenbosch, and we are currently expanding across the country.This exciting role offers an opportunity to build your own client base or invest in your current clients. You will...

We are looking for a Property Investment Strategist to join our team in Cape Town. iGrow Wealth Investments is a group of companies providing investment consulting services and residential buy-to-let properties for investors. As a Group of Companies, our services include sourcing suitable investment property stock, securing bank finance, providing legal and...

Job SummaryWe are seeking a highly skilled and motivated Wealth Management Analyst to join our team at FirstRand Bank Limited. As a key member of our Wealth Management department, you will be responsible for providing administrative and implementation support to our Wealth Managers, ensuring the smooth execution of administrative duties and adherence to...

Wealth Manager Role OverviewThe Wealth Advisory team at PPS Recruitment is seeking an experienced Wealth Manager to join our team. As a key member of our team, you will be responsible for building and maintaining a book of wealth clients through discovery of their personal needs, goals, and aspirations, as well as risk management profiles.Key...

At iGrow Wealth Investments, we are seeking an experienced IT Technician to provide technical support and infrastructure services in Cape Town.The ideal candidate should have a strong background in Information Technology and relevant certifications such as ITIL, CompTIA A+, or Microsoft certifications.Responsibilities include:Setting up and configuring...