Wealth Portfolio Manager

Job OverviewWe are seeking a skilled Wealth Portfolio Manager to join our team at Rmbwestport. As a key member of our Wealth Management division, you will be responsible for proactively managing a portfolio of high net worth clients.Your primary objective will be to identify opportunities for growth and provide innovative solutions to meet the evolving needs...

RMB Private Bank is a leader in wealth management, offering a range of private banking solutions to meet the needs of our clients. We are seeking a talented Wealth Management Professional to join our team, responsible for managing a portfolio of RMB Private Banking clients and growing their portfolios through effective stakeholder management.The successful...

Experienced Wealth Planner Liberty seeks a client-centric person, with an entrepreneurial mindset. Managing and acquiring a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects of these clients. Run your own practice within the Liberty banner. Main Responsibilities Acquire new clients by building great relationships internally...

Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client's wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients' financial needs and...

Job OverviewCrayon invites applications from experienced financial advisors seeking a challenging role in Johannesburg. The ideal candidate will have a proven track record in financial planning and sales, with a strong background in wealth management. Key responsibilities include:Key ResponsibilitiesManaging a portfolio of clients and providing bespoke...

About the RoleWe are seeking a talented and experienced Financial Services Advisor to join our team at RMB Private Bank. In this role, you will be responsible for managing a portfolio of Private Wealth Clients, providing analysis, research and sales and service fulfilment, and identifying additional opportunities for banking new clients and growing a...

We are seeking an experienced Portfolio Manager to join our team at AlphaWealth. As a key member of our wealth management team, you will be responsible for managing client portfolios and developing strategic investment plans to achieve their financial objectives.The ideal candidate will have a strong background in investment management, with experience in...

Key ResponsibilitiesThe successful candidate will be responsible for:Managing a portfolio of FNB Private Wealth Clients.Providing analysis, research, and sales and service fulfillment to clients.Identifying opportunities for new clients and growing existing client portfolios.Acting responsibly with work-related resources to contribute to cost...

Job title : Investment Portfolio ManagerJob Location : Gauteng, JohannesburgDeadline : March 13, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionTo research and analyse various economic sectors, provide advice and reporting to the Investment Committee on findings in the management of client portfolios. Hello Future Investment...

Job title : Multi-Manager Portfolio ManagerJob Location : Gauteng, JohannesburgDeadline : April 18, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionTo manage the project performance of Equity funds by conducting financial modelling and analysing specific sectors or group of companies with the objective of producing research,...

Wealth Management OpportunityAre you a skilled Wealth Management Specialist looking for a new challenge? The Standard Bank Group is currently seeking an experienced professional to join our wealth management team. In this role, you will be responsible for delivering comprehensive wealth management solutions to Private & Business Banking clients. Your...

About the RoleWe are seeking a highly skilled Wealth Management Expert to join our team in Gauteng, Johannesburg. As a Wealth Management Expert, you will be responsible for evaluating customers' financial situations and providing them with personalized financial wellness solutions.

Job DescriptionThis role involves assisting in the proactive management of a portfolio of FNB Private Wealth Clients. You will work with a team of Private Advisors to provide analysis, research, and sales and service fulfillment with the goal of identifying opportunities for new clients and growing existing client portfolios.Act responsibly with work-related...

Job title : International Wealth Proposition ManagerJob Location : Gauteng, JohannesburgDeadline : April 05, 2025Quick Recommended LinksJobs by Location Job by industries A top investment management firm is looking for an International Wealth Proposition Manager to join their dynamic distribution team in either Johannesburg or Cape Town. As the International...

We are seeking highly motivated and results-driven individuals to join our team as Wealth Management Consultants.In this role, you will work closely with our valued customers to identify their financial needs and develop customized wealth management plans to help them achieve their goals.To succeed, you will need to possess strong strategic thinking skills,...

Company OverviewWealth Way is a dynamic and rapidly expanding financial services company in South Africa, dedicated to delivering exceptional service to medical professionals.Our mission is to provide expert financial guidance, empowering our clients to achieve their financial goals and aspirations.

time left to apply End Date: February 28, 2025 (3 days left to apply)job requisition id R27152Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual...

time left to apply End Date: March 26, 2025 (4 days left to apply)job requisition id R30796Job DescriptionRMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client's wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we...

Job OverviewNedbank is seeking a skilled and dedicated Wealth Service Agent to join our team. As a Wealth Service Agent, you will play a vital role in providing exceptional client service and support to our high-net-worth clients.Your primary responsibility will be to liaise with and support clients on the functionality of self-service digital solutions,...