Wealth Management Professional

Salary and BenefitsAs a talented Financial Advisor at Wealth Way, you will enjoy a competitive salary and bonus structure, ensuring your hard work is rewarded.Additionally, you will have access to ongoing training and professional development opportunities, helping you stay up-to-date with industry trends and developments.Leads and admin support are also...

**Job Overview:**As a Wealth Management Professional at Liberty, you will play a key role in understanding clients' financial needs and determining their expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance.You will answer clients' questions, address their concerns, and provide advice on insurance coverage, investment...

About the Role:We are looking for an experienced wealth and finance specialist to join our team as a senior financial planner.In this role, you will be responsible for providing personalized financial planning services to a high-value client base.You will also be involved in building and nurturing long-term client relationships through strategic networking...

Key ResponsibilitiesYou will be responsible for designing, developing, and deploying scalable web applications using an advanced tech stack.Collaborate with engineering teams to create user-friendly applications.Design and develop both backend and frontend solutions.Optimise databases for seamless integration.Implement data streaming solutions.Manage...

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...

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...

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.

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...

We are seeking an experienced Investment Advisory Specialist to join our team at Liberty Group Limited. In this role, you will play a critical part in driving business growth and delivering exceptional customer experiences.Your key responsibilities will include:Building and maintaining a network of Independent wealth managers to enhance service delivery and...

Job DescriptionBuild and maintain strong client relationships, understanding their unique financial needs and goals.Provide expert financial advice and recommend suitable products and services.Develop and implement financial plans customized to each client's circumstances.Proactively generate new business through networking, referrals, and sales...

Company OverviewWe are VP Wealth Management and Advisory, a leading financial services intermediary dedicated to providing tailored financial solutions with integrity and excellence. Our client-centric approach fosters long-term relationships built on trust.

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.

About the RoleWe are seeking a skilled and experienced Wealth Portfolio Manager to join our team at FirstRand Namibia Limited.The successful candidate will be responsible for managing a portfolio of wealth clients, providing analysis, research, and sales and service fulfillment to identify additional opportunities for banking new clients and growing existing...

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...

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...

Job ResponsibilitiesAs an Articled Planner, you will be responsible for assisting senior planners with client meetings, financial planning projects, and other tasks as assigned.You will have the opportunity to work closely with experienced professionals, learn from their expertise, and develop your own skills and knowledge.

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,...

Opportunity OverviewWe are seeking an experienced Wealth Management Coordinator to join our financial planning Family Office. The ideal candidate will have a strong background in financial planning, compliance, and client relationship management.Responsibilities:Client Onboarding:Oversee client onboarding processes to ensure a positive client...

In this exciting role, you will have the opportunity to leverage your expertise in investment advisory to drive business growth and deliver exceptional customer experiences.Your key objectives will include:Developing and executing a comprehensive business plan to increase INN8's market share.Fostering strong relationships with Independent wealth managers to...