Wealth Management Advisor

Our fast-paced and dynamic environment enables smart, self-driven people to be their best. We are seeking a suitably experienced Financial Advisor to become part of our vibrant and dynamic sales team. This individual will consult with existing clients to offer them specialist advice on their current products, benefits and/or fund selection.The role involves...

A prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to cater to the needs of an established portfolio of high-net-worth clients.Duties & ResponsibilitiesClient Relationship ManagementCollaboration with Tax Advisors, Fiduciary Specialists, and Other External ProvidersPerformance ReportingTask Management...

A highly skilled and experienced wealth manager is sought after by Efficient Frontier Recruitment to cater to the needs of a prominent wealth management firm.Key Responsibilities:Client Relationship Management: Building and maintaining relationships with high-net-worth clients, providing exceptional service and ensuring client satisfaction.Collaboration and...

Sanlam stands as a leading financial services provider in South Africa. Our focus lies in fostering enduring connections with our advisors. Rooted in a deep respect for individuals' inherent value and an understanding of their potential, our company ethos drives us. In this position, you'll be tasked with delivering competent financial advice to both new and...

A prominent **Wealth Management firm** has a specialist opportunity for an **experienced** Wealth Manager to play a pivotal role in providing investment, wealth and estate planning services to mainly high-net-worth individuals and families. Initially the incumbent would assist the CEO and other Senior Wealth Managers in servicing their portfolio of clients...

As a Financial Advisor at Discovery Limited, you will have the opportunity to work with a dynamic and supportive team to deliver exceptional results. The role involves consulting with existing clients to offer them specialist advice on their current products, benefits and/or fund selection.You will need to conduct in-depth reviews of clients' financial...

Introduction A prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth clients. The ideal candidate should possess a deep understanding of investment and wealth management, investment...

**Business Unit**:Sales & Distribution**Function**:Financial Advisors (Certified Financial Planner)**Date**:29 Oct 2024**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align...

**Business Unit**:Sales & Distribution **Function**:Financial Advisors (Certified Financial Planner) **Date**:21 Jan 2025 **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values...

Select how often (in days) to receive an alert:Business Unit: Sales & DistributionDate: 27 Mar 2025About DiscoveryDiscovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our...

TWK Agri has the following vacancy available: Financial Advisor (Life Insurance) within the Insurance Department at Sandton, Gauteng. **Responsibilities and Duties** - Conduct comprehensive financial analysis to support the financial planning process - Review and analyse client information, investment portfolios and financial goals - Prepare detailed and...

As a Private Wealth Banker with Absa Group, you will play a key role in empowering Africa's future by building and maintaining professional relationships with high net worth individuals. This involves achieving financial targets, acquiring new clients, and enhancing customer experience within the Bank's regulatory frameworks.Key responsibilities include:New...

Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job...

Efficient Frontier Recruitment is seeking an experienced wealth and investment professional to join their team at a prominent wealth management firm. This is a unique opportunity for a seasoned wealth manager to utilize their expertise in managing complex high-net-worth client relationships.Key Requirements:Relevant Qualifications: B.Com, BBusSci, or related...

Africa's Growth Partner.Absa Group is a leading financial services organization with over 100 years of experience. Our mission is to empower Africa's tomorrow by providing innovative solutions to our customers.About UsWe have a rich history and a strong presence in Africa, with operations in multiple countries. Our vision is to be the partner of choice for...

A prominent Wealth Management firm is looking for a skilled Wealth and Investment Manager to join their team and manage a portfolio of sophisticated high-net-worth clients.Responsibilities:Manage client relationships and provide exceptional service to ensure client satisfactionCollaborate with tax advisors, fiduciary specialists, and other external providers...

We are seeking an experienced Wealth and Investment Manager to join our team and cater to the needs of complex high-net-worth clients.Key Responsibilities:Client Relationship Management: Develop and maintain strong relationships with existing clients to ensure their financial goals are metInvestment Strategy Optimization: Collaborate with external providers...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to...

Private Wealth Banker - Pipeline Sandton page is loaded Private Wealth Banker - Pipeline Sandton Apply locations Sandton time type Full time posted on Posted 30+ Days Ago job requisition id R-15962328 Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned...

A leading Wealth Management firm is seeking a seasoned professional to oversee the financial well-being of high-net-worth clients.Key Responsibilities:Develop and maintain strong relationships with existing clientsCollaborate with external providers to optimize investment strategiesProvide performance reports and task management for onshore and offshore...