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...

Structured Wealth Solutions invites applications for a Broker Agent position focusing on Old Mutual offerings. The ideal candidate will have a strong background in marketing and selling financial products, including investments, retirement cover, wills, life cover, and funeral cover.Requirements:A valid driver's license and access to a vehicle are...

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...

Company ProfileCrayon is a global financial services leader, delivering exceptional advice and wealth management solutions to international expatriates since 1998. Our company has received numerous awards for excellence in client services and remains dedicated to innovation.We combine the expertise of select international money management firms, renowned for...

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...

Are you a skilled Financial Services Specialist looking for a new challenge? We invite applications for a Broker Agent position at Structured Wealth Solutions, specializing in Old Mutual solutions. In this role, you will be responsible for marketing and selling financial products, including investments, retirement cover, wills, life cover, and funeral...

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...

Job SummaryWe are seeking a highly skilled Wealth Management Support professional to join our team in Cape Town.This role will involve working closely with Wealth Managers to provide research and analysis to support client wealth creation and financial wellbeing.Main Responsibilities:Supporting Wealth Managers with research and analysisDeveloping best...

Unlock Your PotentialA career with Absa Group offers the opportunity to be part of an exciting growth journey and contribute to shaping our destiny as a proudly African group. As a Wealth Management Specialist, you will be responsible for building and maintaining professional business relationships across a portfolio of Private Wealth clients.Job...

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...

We are seeking a highly skilled and experienced Wealth Strategist to join our team at Absa Bank. As a Wealth Strategist, you will be responsible for developing and implementing wealth strategies for high net worth clients, trusts, investment holding companies and businesses.Key Responsibilities:Develop and implement wealth strategies for high net worth...

Wealth Administrator Job DescriptionCA Financial Appointments requires a skilled Wealth Administrator to assist in various administrative tasks.Key Responsibilities:Gathering information via the Astute system for Para-Planners and Private Wealth Managers.Monitoring takeovers and sending confirmations to providers.Sending Provider Code Application forms to...

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...

Key ResponsibilitiesThis role requires you to manage E-Banking users, handle client queries, and reconcile investment positions. You will collaborate with financial institutions globally, maintaining accuracy and upholding deadlines with precision. Your attention to detail and strong organizational skills will ensure the smooth execution of banking and...

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...

Job SummaryWe are seeking a highly motivated and detail-oriented Business Analyst Tester to join our team at FNZ (UK) Ltd. As a key member of our wealth management platform team, you will be responsible for delivering high-quality solutions that meet the evolving needs of our clients.Your primary focus will be on analyzing business requirements and designing...

Key ResponsibilitiesWe are seeking a Wealth Management Administrator to join our team at The Talent Experts.Your key responsibilities will include:Ensuring the seamless execution of banking and investment transactions.Maintaining accuracy and upholding deadlines with finesse.Managing E-Banking users, handling client queries, and reconciling investment...

Role OverviewWe are seeking a highly skilled Private Wealth Banker to join our team. As a Private Wealth Banker, you will be responsible for building and maintaining professional business relationships across a portfolio of Private Wealth clients.Key ResponsibilitiesNew Business Origination: Identify and acquire new clients to grow the portfolio.Relationship...

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.

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...