Wealth Management Professional

Welcome to Structured Wealth Solutions, a leading provider of comprehensive wealth management solutions. We are excited to announce that we are recruiting a highly skilled Broker Agent to join our dynamic team for CAPITAL LEGACY.About Us:We pride ourselves on our commitment to excellence and dedication to delivering unparalleled financial services to our...

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...

We are recruiting a talented Wealth Management Consultant to help us deliver exceptional results for our clients at Capital Legacy. As a key member of our team, you will play a crucial role in developing and implementing strategic plans to achieve business objectives.Key Responsibilities:Develop and maintain relationships with existing clientsIdentify new...

We are seeking a highly motivated Wealth Management Professional to join our team and help us deliver exceptional financial services to our clients.In this role, you will be responsible for building relationships with our clients, understanding their financial needs, and providing personalized solutions that meet their goals.You will also be required 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...

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...

Wealth Management AssociateAbout the Role:We are seeking a detail-oriented and organized Wealth Management Associate to support our Financial Planning Partners in delivering exceptional client service. The successful candidate will have excellent communication skills, attention to detail, and experience in wealth management.Responsibilities:Client...

Structured Wealth Solutions is seeking a skilled Financial Services Professional to join their team for Capital Legacy. The ideal candidate will possess a strong background in financial services and have experience in marketing and selling financial products.Requirements:Must hold a valid driver's license and own a vehicleMatric certificate or equivalent...

Company OverviewSanlam Sky is a leading provider of structured wealth solutions, dedicated to helping individuals achieve their financial goals. With a strong focus on innovation and customer satisfaction, we are committed to delivering exceptional results.

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...

Sanlam Limited is seeking a seasoned Sanlam Wealth Management Consultant to lead our advisory services efforts. As a trusted advisor, you will work with high-net-worth individuals and families to create customized wealth management strategies that align with their unique needs and goals.Key Performance Indicators:Develop and maintain strong relationships...

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 Summary:We are seeking an organized and detail-oriented Wealth Administrator to support our team in Cape Town. The successful candidate will be responsible for providing administrative assistance, data entry, and record-keeping services.Main Responsibilities:Information Gathering and Verification: Assist in gathering information via the Astute system for...

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...

Key Responsibilities:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client specific queries and implementation of instructions.Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth ManagerManage the...

Join us at Structured Wealth Solutions as a Sales Manager, where you will be responsible for driving sales growth and developing a team of financial advisors and their agents.This is a full-time position that requires a strong background in sales and leadership skills. The successful candidate will have a minimum of 2 years of sales experience and hold a...

Minimum Requirements:Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services IndustryBcom | Relevant Tertiary Education requiredCertified Financial Planner | CFPRE 5 CompletedProficient in CRM Systems essentialStrong knowledge of Annuities | Investments | Tax Related Assistance will be beneficialValid Driver's License and own...

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...

About eQ-FINeQ-FIN is committed to evolving through excellence, driving quality, and securing wealth for its clients. Our team of professionals is dedicated to providing expert financial services and guidance to help individuals achieve their financial goals.Your RoleIn this position, you'll have the opportunity to build strong relationships with clients,...