Wealth Advisory Position

Warwick Wealth Advisory Partner Somerset West, a leading financial advisory firm, is seeking an experienced Senior Mechanical Design Engineer to join their team. The ideal candidate will have a strong background in automotive engineering development and design.The successful applicant will be responsible for evaluating task scope of work, preparing bills of...

Job OverviewOur client, Warwick Wealth Advisory Partner Somerset West, is seeking a skilled Mechanical Designer Specialist to join their team. This exciting opportunity involves designing and developing commercial vehicles, including zero-emission products.The ideal candidate will possess a B Eng Degree or B Tech Degree in Mechanical Engineering and at least...

FSP Wealth is committed to making wealth structuring as simplistic as possible for its clients.The ideal candidate will be responsible for assisting financial advisors with financial planning, preparing and maintaining client files, conducting research on financial products, and drafting financial reports.About the CompanyWe specialize in simplifying...

RequirementsWe are seeking an experienced Design Engineer - Commercial Vehicle to join our team at Warwick Wealth Advisory Partner Somerset West. The ideal candidate will have a strong background in mechanical design and engineering development, with a focus on commercial vehicle design.They must possess a B Eng Degree or B Tech Degree in Mechanical...

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...

We are seeking an Aspiring Wealth Manager Position to join our team at Old Mutual. As a Wealth Manager, you will work closely with clients to understand their financial needs and provide tailored advice and solutions.You will be responsible for identifying financial needs, providing sound advice, and recommending appropriate financial plans and solutions....

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written...

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...

We are looking for an experienced financial leader to head our wealth and financial planning team at The Recruitment Council. As Head of Wealth and Financial Planning, you will be responsible for managing client relationships and leading a team of professionals who provide advisory services.Main Objectives:To grow and maintain strong relationships with...

This position is for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written communication, in English and Afrikaans, at all levelswill...

Our client, formed from merging four financial entities, offers comprehensive services under one roof, providing tailored compliance, performance-oriented, and strategic solutions to meet diverse client needs. They are looking for a Short-Term Insurance and Wealth Advisor to join their team.Job Title : Short-Term Insurance and Wealth AdvisorLocation :...

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...

Sagen Advisory, a niche accounting and taxation consulting firm, offers training contracts to talented finance graduates seeking hands-on experience.As a trainee, you will gain exposure to various business services beyond accounting, such as cost accounting, taxation, M&A, and more.Job Description :Prepare financial reports for clients.Perform full...

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...

Bring your possibility to life Define your career with usWith 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 SummaryTo build and...

Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement and leading a cross-functional team of Advisory...

We are seeking a driven and ambitious Wealth Development Consultant to join our team at Virtual Vibe Consulting PTY LTD. As a key member of our organization, you will be responsible for assisting clients in understanding various investment options and developing strategies for long-term wealth growth. With a strong background in finance and economics, you...

**The Role**We are seeking a highly motivated and experienced Wealth Management Advisor to join our team at Oasis Crescent. The ideal candidate will have a strong background in financial planning, possess the necessary certifications, and demonstrate a commitment to client-centric service.Key Responsibilities:Provide comprehensive financial planning and...

About the RoleThis position provides specialist risk advisory and support during IT projects, in-house application development initiatives, and enhancements as well as third-party risk management. As an IT Risk Officer, you will assist business unit management to rollout the risk management strategy, risk policies, and information security policies as per...

Job SummaryWe are looking for a highly motivated and experienced Sanlam Wealth Advisor to join our team. As a key player in our sales force, you will be responsible for providing new and existing clients with expert financial advice, planning, and products tailored to their specific needs and goals.Main Responsibilities:Develop and maintain strong...