Wealth Management Professional

Cross Wealth Financial Services is seeking an experienced Wealth Management Professional to join our team!Company Description:Cross Wealth Financial Services is a leading provider of risk management solutions to individuals and families. Our team of experts works closely with clients to develop customized financial strategies that cater to their unique...

Job title : Private Wealth ManagerJob Location : Western Cape, Cape TownDeadline : March 12, 2025Quick Recommended LinksJobs by Location Job by industries As a Private Wealth Manager, you will conduct detailed financial analyses for both onshore and offshore portfolios, focusing on areas such as retirement, insurance, education, and estate planning. You'll...

Job OpportunityWe are excited to offer an opportunity for a talented Wealth Management Consultant to join our team at Structured Wealth Solutions in Western Cape. As a key member of our Sanlam Sky team, you will be responsible for providing expert financial guidance and delivering exceptional client service to individuals and families.Key...

Job OverviewThe Personal Financial Advisor role at Cross Wealth Financial Services focuses on delivering exceptional financial guidance to clients. This includes developing customized financial plans, analyzing financial data, and providing strategic advice on wealth management.Main AccountabilitiesDesign comprehensive financial plans tailored to clients'...

About UsFNZ is a leading provider of cloud-based wealth management solutions. Our mission is to empower individuals and families to take control of their financial futures by providing innovative, scalable, and secure investment platforms.We believe that everyone deserves access to quality investment products and services, regardless of their background or...

Supporting Wealth ProfessionalsAs a key member of our client's team, you will be responsible for ensuring seamless day-to-day operations in the wealth management department.Your Key Tasks:Extract relevant data from the Astute system for the benefit of our Private Wealth Managers and Para-Planners.Verify that takeovers are completed by providers and address...

Join us at Structured Wealth Solutions as we strive to empower individuals with financial knowledge and planning. Our team values education, communication, transparency, and community, and we are committed to making a positive impact on society.This Sales Manager role involves managing financial advisors and their agents, providing guidance and support to...

Succeed as a Financial Advisor with Lonfin WealthWe are seeking experienced professionals to join our team in the Western Cape Region.Key Qualifications:At least 2 years of experience in the financial services sectorRE5 and Class of Business certificationsOngoing commitment to professional developmentResidency in the Western CapeDemonstrated success in a...

Northern Cross Wealth Management is a leading company seeking a skilled Freelance Social Media & Database Manager to join our team. This role offers the opportunity to work with a growing brand and contribute to its online presence.The successful candidate will be responsible for creating engaging content, managing social media platforms, and maintaining a...

Structured Wealth Solutions is a company that empowers clients with comprehensive financial knowledge and planning. We believe in the importance of education and communication to build lasting relationships.We value transparency, honesty, and integrity in all our interactions. Our vision is to equip society with financial understanding, enabling informed...

About the Role:We are a leading provider of financial services solutions, and we are seeking a skilled Wealth Administrator to join our team in Cape Town. As a key member of our operations team, you will play a critical role in supporting our wealth management professionals.Key Responsibilities:Data Entry and Record-Keeping: Accurately enter data into the...

About the RoleWe are seeking a highly skilled Wealth Management Specialist to join our Private Wealth team at Absa Group. As a key member of our team, you will be responsible for providing tailored financial solutions and expert advice to high net worth clients, helping them achieve their long-term financial goals.This role requires a deep understanding of...

Wealth AdministratorOur client, a leading wealth manager, requires an experienced Wealth Administrator to support their team.Key Responsibilities:Retrieve information from the Astute system for Para-Planners and Private Wealth Managers.Chase takeover confirmations from providers and ensure timely completion.Send Provider Code Application forms to new Private...

Join Guardrisk as a Wealth Management Professional and contribute to the success of our investment business. As an Investment Consultant, you will be responsible for identifying and pursuing new business opportunities with independent financial advisors (IFAs).ResponsibilitiesDevelop and implement strategies to increase revenue growthManage and maintain...

We are seeking a highly motivated individual to join our Wealth Management team as a Wealth Management Specialist. In this role, you will work closely with our clients to create personalized wealth management plans that align with their financial objectives.As a Wealth Management Specialist, you will possess a comprehensive understanding of investment...

Role OverviewThis position involves delivering exceptional experience and education to RMB clients on wealth creation, accumulation, and protection tactics.Key Responsibilities:Achieve revenue and profit targets by growing portfolio base and providing holistic advice.Identify opportunities for revenue growth and deliver on sales targets.Provide banking and...

We're seeking a highly skilled Freelance Social Media & Database Manager to join our team at Northern Cross Wealth Management. As a key member of our team, you'll be responsible for managing and growing the Director's brand on all major social media platforms.**Key Responsibilities:**Develop a comprehensive social media strategy to drive engagement and...

Qualifications and ExperienceTo be successful as a Regional Manager: Financial Planning, you will need to have:A Bachelor of Commerce in Finance or Legal Degree (NQF7 or Higher)Certified Financial Planner or Wealth Management certification120 credits or Qualification aligned with FAIS and FSCA requirementsRE 1 Certificate: Key IndividualYou will also need to...

Are you looking for a challenging and rewarding career in financial planning? Do you have what it takes to succeed in a dynamic and fast-paced environment? As a Wealth Manager at Absa Bank, you will have the opportunity to transform the careers of ambitious financial planners by providing them with unparalleled opportunities in property investment.We are a...

About Titan Wealth Holdings LimitedTitan Wealth Holdings Limited is a top-to-bottom, fully integrated service provider dedicated to making wealth management more efficient and effective for individuals, advisers, businesses, and investment professionals. We're tackling the fragmentation holding back the wealth management sector, its clients, and their...