High-Net-Worth Portfolio Manager

16 hours ago


Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

Job Summary:

">

We are seeking a highly skilled Wealth Advisor to join our team at The Recruitment Council. This is an exceptional opportunity for a motivated professional to manage and grow a portfolio of high-net-worth clients, providing comprehensive wealth planning services and driving the financial planning practice within the business.

About the Role:

">
  • Develop and implement tailored wealth planning strategies for high-net-worth clients, focusing on investments, risk management, and fiduciary matters.
  • Acquire and manage a portfolio of high-net-worth clients through effective relationship-building and proactive management.
  • Conduct regular client reviews, ensuring alignment with their evolving financial needs and goals.
  • Collaborate with internal teams to enhance client services and drive business growth.

Requirements:

">
  • Matric (CFP designation preferred) and relevant industry experience.
  • At least 3 years in investment and insurance sectors, with a proven track record of managing high-net-worth client relationships.

What We Offer:

">
  • An attractive salary range of $120,000 - $180,000 per annum, based on experience.
  • A dynamic and supportive work environment, with opportunities for professional growth and development.


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job Description: Investment Portfolio ManagerThe Recruitment Council is seeking an experienced Investment Portfolio Manager to oversee the management of high-net-worth clients' portfolios. This role requires a deep understanding of investments, risk management, and business acumen to develop and implement comprehensive wealth plans.Responsibilities:Develop...


  • Durban, KwaZulu-Natal, South Africa BLACK TIE RECRUIT Full time

    About the RoleWe are seeking an exceptional Executive Assistant to provide administrative support to our high net worth individuals. The successful candidate will be responsible for scheduling appointments, managing email and phone correspondence, drafting speeches and reports, maintaining filing systems, and organizing travel arrangements.Key...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job DescriptionWe are seeking an experienced Salaried Wealth Advisor to join our team at The Recruitment Council. As a key member of our financial services team, you will be responsible for managing a high-net-worth portfolio and providing comprehensive wealth planning services to clients.Main ResponsibilitiesManage and grow a high-net-worth portfolio...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Join Our Team:">We are seeking a highly skilled Wealth Advisor to join our team at The Recruitment Council. As a Wealth Advisor, you will play a critical role in managing a portfolio of high-net-worth clients, providing expert wealth planning advice, and driving business growth.About the Role:">Develop and implement tailored wealth planning strategies for...


  • Durban, KwaZulu-Natal, South Africa Network Recruitment Full time

    About the RoleWe are seeking an experienced Wealth Advisor to manage a growing portfolio of high-net-worth clients, providing exceptional wealth and estate planning services.


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    About The Job:">The Recruitment Council is seeking a talented Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for managing a portfolio of high-net-worth clients, providing expert wealth planning advice, and driving business growth.Key Responsibilities:">Provide comprehensive wealth planning services,...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job Title: Senior Portfolio ManagerAbout The Role:The Recruitment Council is seeking a highly skilled Senior Portfolio Manager to join our team. As a key member of our wealth management division, you will play a vital role in delivering customized solutions for high-net-worth clients.Key Responsibilities:Sales Performance:Meet or exceed predetermined sales...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job OverviewWe are seeking a seasoned Salaried Wealth Advisor to manage and grow a high-net-worth portfolio. This role involves comprehensive wealth planning, strong client relationship management, and driving financial planning practices within the business.Main ResponsibilitiesProvide tailored wealth planning services, focusing on investments, risk,...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job Overview: The Recruitment Council is seeking a dedicated Wealth Management Specialist to lead our wealth planning initiatives. This role involves developing and implementing comprehensive wealth plans that cater to the diverse needs of high-net-worth clients.Responsibilities:Provide customized wealth planning solutions that address investments, risk,...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job Title: Financial Advisor LeaderThe Recruitment Council seeks a skilled Financial Advisor Leader to join their team. As a key member of the organization, you will be responsible for managing and growing a portfolio of high-net-worth clients. Your comprehensive wealth planning skills, strong client relationship management, and ability to drive financial...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    About the RoleWe are looking for a skilled Salaried Wealth Advisor to join our team at The Recruitment Council. This role involves managing a high-net-worth portfolio and providing comprehensive wealth planning services.Main ResponsibilitiesDevelop and implement tailored wealth plans for high-net-worth clients.Build and maintain strong relationships with...


  • Durban, KwaZulu-Natal, South Africa Accountancy Placements Pietermaritzburg Full time

    We are seeking a highly organized and detail-oriented Portfolio Manager Liaison to join our team at Accountancy Placements Pietermaritzburg.The ideal candidate will have a strong understanding of the financial services industry and be able to provide excellent administrative support to our portfolio managers.Key Responsibilities:Provide administrative...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    We are seeking a knowledgeable and experienced Fiduciary Specialist to join our team at The Recruitment Council. This is an exceptional opportunity for a skilled professional to excel in a challenging yet rewarding role within the fiduciary services sector.Job OverviewThis role involves delivering expert fiduciary advice and services, including trust...


  • Durban, KwaZulu-Natal, South Africa Ultra Personnel Full time

    Key ResponsibilitiesProvide technical support to Portfolio Managers on administrative, operations, and client services.Develop and maintain strong client relationships to ensure a positive experience.Assist with portfolio management administration, including mandate completion and client onboarding.Implement client services experience as defined by the Head...


  • Durban, KwaZulu-Natal, South Africa Accountancy Placements Pietermaritzburg Full time

    As a Portfolio Manager Associate at Accountancy Placements Pietermaritzburg, you will be responsible for contributing to the administration of client portfolios, supporting portfolio managers with office management tasks, and providing operational support to ensure seamless client services. Key requirements include knowledge of the financial services...


  • Durban, KwaZulu-Natal, South Africa Ultra Personnel Full time

    About Ultra PersonnelWe are a leading provider of financial services, dedicated to delivering exceptional client experiences. As a Portfolio Management Specialist, you will play a critical role in supporting our team of Portfolio Managers, ensuring seamless administrative support and maintaining strong client relationships.


  • Durban, KwaZulu-Natal, South Africa Network Recruitment Full time

    About Network RecruitmentAt Network Recruitment, we connect top talent with leading companies. Our goal is to provide exceptional recruitment services that support business growth and success.Job Description: Commercial Property Portfolio ManagerWe are currently seeking a skilled Commercial Property Portfolio Manager to join our team. This role will involve...


  • Durban, KwaZulu-Natal, South Africa Telebest Full time

    Job Title: Senior Debt Portfolio ManagerWe are seeking an experienced Senior Debt Portfolio Manager to join our team at Telebest in Durban.


  • Durban, KwaZulu-Natal, South Africa Career-seekers Recruitment Solutions Full time

    We are seeking a talented Financial Services Analyst to join our client in Cape Town. The successful candidate will be responsible for reviewing financial statements, understanding industry dynamics and market trends, and ensuring that credit decisions adhere to company policies and regulatory requirements.This exciting opportunity offers a competitive...


  • Durban, KwaZulu-Natal, South Africa Nedbank Full time

    About the RoleAs an Insurance Portfolio Manager at Nedbank, you will be responsible for managing a portfolio of clients in Durban. This role is ideal for individuals with strong communication and data analysis skills who can drive the insurance brand and service strategy.ResponsibilitiesManage a portfolio of clients to achieve business growth and retention...