Global Wealth Management IT 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...

At Chartered Wealth Solutions, we place a strong emphasis on building long-lasting relationships with our clients. As a Client Relationship Manager, you will be the primary point of contact for our clients, managing their communications and fostering ongoing relationship-building efforts to ensure client satisfaction.The ideal candidate will have a minimum...

RMB Private Bank is a leader in wealth management, offering a range of private banking solutions to meet the needs of our clients. We are seeking a talented Wealth Management Professional to join our team, responsible for managing a portfolio of RMB Private Banking clients and growing their portfolios through effective stakeholder management.The successful...

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...

**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...

About UsLiberty Group Limited is a leading provider of wealth management services, with a strong presence in the global market.We pride ourselves on our commitment to delivering exceptional customer service and building long-term relationships with our clients.This is an exciting opportunity for a motivated and experienced individual to join our offshore...

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.

About FNZ (UK) LtdWe are committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. Our goal is to empower our partners to deliver exceptional client experiences by providing a global, end-to-end wealth management platform that integrates modern technology with business and investment operations.As a Wealth...

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...

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...

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 OpportunityThis is an exciting opportunity for a motivated and experienced individual to join our offshore wealth management team and contribute to our ongoing success.We are seeking a highly skilled Investment Portfolio Specialist to join our team, who will be responsible for providing expert investment advice to clients, developing and...

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...

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...

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 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.