High-Net-Worth Financial Advisor

Job OverviewThis is an exciting opportunity to join our team as a High-Net-Worth Banking Professional. We are looking for an individual who can develop and maintain relationships with high-net-worth clients, providing them with tailored financial solutions and expert advice.Key ResponsibilitiesIdentify and pursue new business opportunities through strategic...

Job SummaryWe are looking for a Wealth and Portfolio Advisor to join our team. As a trusted advisor to high-net-worth individuals, you will provide expert financial guidance and tailored portfolio management services to meet their evolving needs.About the RoleThe ideal candidate will have a deep understanding of financial markets and wealth management...

Our Private Banking team is seeking a Private Banking Expert to join their ranks. In this role, you will be responsible for delivering exceptional value to high-net-worth clients through personalized financial solutions and proactive engagement.About the Required Skills and Qualifications:The successful candidate will have advanced knowledge of banking...

Capital Assignments - A Leading Wealth Management Firm">We are a respected player in the wealth management industry, known for our expertise in providing bespoke financial solutions to high net worth clients.Job OverviewThis company is seeking a seasoned Wealth Manager to join their team and contribute to the success of their clients.Key ResponsibilitiesWork...

About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Rory Mackie & Associates. As a key member of our team, you will be responsible for providing exceptional financial planning and wealth management services to our ultra-high net worth clients.Key Responsibilities:Deliver high-quality investment consulting services to...

Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional financial...

Cape Town, South Africa | Posted on 04/02/2024Origin Financial is one of the biggest IFAs in the South African market. We specialise in customized solutions and advice, tailored to each individual client's financial life cycle.We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our...

Cape Town, South Africa | Posted on 04 / 02 / Origin Financial is one of the biggest IFAs in the South African market.We specialise in customized solutions and advice, tailored to each individual client's financial life cycle. We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our...

At Standard Bank Group, we are seeking a High Net Worth Client Advisor to join our Private Banking team. This role is responsible for acquiring, managing, and retaining high-net-worth clients through tailored financial solutions and proactive engagement.About the Job Description:The ideal candidate will have a minimum of 5-7 years' experience in sales,...

About the PositionWe are looking for a skilled Senior Client Advisor to join our team. In this role, you will be responsible for managing and growing a portfolio of high net worth clients, trusts, investment holding companies and businesses.Your Key ResponsibilitiesNew Business Organisation: Develop short-term tactical plans to meet annual targets. Identify,...

About The Talent ExpertsThe Talent Experts is a leading provider of financial services, dedicated to delivering exceptional wealth management solutions to high-net-worth individuals and families.Job Description:We are seeking a highly skilled Wealth Manager to join our dynamic team. As a Wealth Manager, you will play a pivotal role in presenting ideal...

This position offers a unique opportunity to lead the development of investment strategies and manage high-net-worth client portfolios for Old Mutual South Africa.The ideal candidate will have a strong background in investment management, asset allocation, and risk management, with a proven track record of delivering exceptional results in a similar...

About the OpportunityWe are seeking a highly skilled and motivated Wealth and Portfolio Advisor to join our team. As a key member of our private banking team, you will be responsible for delivering exceptional client experiences and driving revenue growth.Key Responsibilities:Develop and maintain strong relationships with high-net-worth individuals,...

Job DescriptionWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Sanlam Limited. As a key member of our advisory team, you will be responsible for providing expert financial advice and guidance to clients, helping them achieve their long-term goals and aspirations.Main Responsibilities:Conduct comprehensive...

Old Mutual South Africa is a leading African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.We are rooted in our purpose of...

Wealth Manager PositionAre you ready and eager to take the next step in your career by joining a dynamic Wealth Management team as the Wealth Manager dealing with ultra-high net worth clients?Is this you?You're a tenacious and sales-driven individual with a passion for providing holistic financial planning to high-net-worth clients and you're committed to...

About the RoleWe are seeking an experienced Financial Services Manager to join our team. In this role, you will be responsible for managing and growing a portfolio of high net worth clients, trusts, investment holding companies and businesses.Your Key ResponsibilitiesNew Business Organisation: Develop short-term tactical plans to meet annual targets....

Job Title: Senior Financial AdvisorAbout Our FirmWe are a respected accounting and financial advisory firm seeking a seasoned Senior Financial Advisor to join our team.Job OverviewThe successful candidate will be responsible for:Preparing and reviewing financial management accounts;Assisting with the preparation of annual financial statements;Conducting...

We are seeking an experienced High Net Client Underwriter to join our team at Ultimate Search Consultants in Cape Town.The successful candidate will be responsible for managing a portfolio of high net clients, providing them with expert advice on short term insurance solutions and ensuring their needs are met.Key Responsibilities:Assess client risks and...

About This Role:This position requires a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. As a key member of our client's team, you will provide comprehensive wealth planning services, build strong client relationships, and drive practice operations.