Senior Wealth Advisory Leader

Investment Advisory OpportunityWarwick is seeking an experienced investment advisory professional to join our team. As a Wealth Planner, you will be responsible for acquiring new high and ultra-high net wealth clients and managing existing relationships.Your primary goal will be to increase Warwick's Assets Under Management (AUM) by signing clients to our...

VACANCY – INVESTMENT ADVISORY PROFESSIONALThe role requires a driven investment advisory professional who is responsible for securing new high and ultra-high net wealth clients for Warwick. This involves signing the client's lump sum investments to Warwick's suite of local and offshore investment products, as well as offering and cross selling Warwick's...

We Are Seeking A Wealth Advisory ProfessionalTo join our team and provide exceptional client support and service to high-net-worth individuals. As a Wealth Advisory Professional, you will be responsible for analyzing financial data and providing expert advice on investment and financial planning strategies.Your Key Responsibilities Will IncludeDeveloping and...

Job OverviewThe National Manager of Wealth Advisory is accountable for the development and growth of the team of Wealth Managers, assets under advice, and the Wealth Advisory member value proposition.

We are looking for a skilled and ambitious Personal Wealth Tax Advisory specialist to join our team at Armstrong Knight. In this role, you will have the opportunity to work closely with clients, providing expert tax planning and advisory services tailored to their individual needs.About the Role:Develop and implement strategic tax plans to optimise client...

Seniority Level: Mid-Senior levelEmployment Type: Full-timeJob Function: Finance and SalesIndustries: Investment ManagementAs a Wealth Management Specialist, you will work closely with clients to understand their financial goals and create tailored investment plans.

Key ResponsibilitiesTeam Leadership: Assist in setting the strategic direction for and managing the team of Wealth Managers.Wealth Advisory Value Proposition: Develop the Wealth Advisory value proposition for the attraction of new Wealth Managers.Talent Acquisition and Management: Recruit, manage, and motivate Wealth Managers according to company procedures,...

Financial Planning and Advisory RoleThis is an exciting opportunity to join Warwick's team as a Wealth Planner. In this role, you will be responsible for providing financial planning and advisory services to high and ultra-high net wealth clients.You will work closely with our IFAs and private clients to understand their financial goals and develop tailored...

Company OverviewOur company is a global leader in cross-border tax and compliance services, operating on all major continents. We have a multi-divisional structure, with several entities each having their individual finance team. The ideal candidate will be based in Johannesburg, Gauteng, and will be responsible for managing relationships with our clients...

Industry Knowledge and SkillsFinancial Planning and Advisory Services: Knowledge of best practices in the financial planning and advisory services in the wealth advisory space.Business Development and Productivity Management: Knowledge and understanding of business development and productivity management.

Job SummaryThis is a senior-level position that requires a seasoned professional to develop and implement the Money Management & Advisory Corporate (Umbrella Funds) strategy within Business Banking. The successful candidate will have a proven track record of driving business growth, improving client satisfaction, and leading high-performing teams.Key...

Hatch Ltd. is a leader in the field of management consulting, providing innovative solutions to its clients.Our Advisory practice offers a unique combination of management consulting and engineering expertise, allowing us to deliver sustainable value to our clients.As a Senior Advisory Analyst, you will be responsible for leading analytical processes,...

Key ResponsibilitiesDevelop and implement strategies to grow the Wealth Manager team and assets under advice.Collaborate with internal and external stakeholders to achieve strategic goals and develop strategic partnerships.Manage and motivate the Wealth Manager team to achieve business objectives and revenue targets.Ensure consistent application of Wealth...

Job SummaryWe are seeking an experienced Distribution Sales Manager to join our client's team at Tied Financial Advisory Services. This is an excellent opportunity for a highly experienced professional to lead a sales-driven team or multi-teams in the financial sector.Key ResponsibilitiesThe successful candidate will:Develop and propose annual business plans...

About UsFNZ is a leading provider of wealth management platforms, helping over 650 financial institutions and 12,000 wealth managers serve more than 20 million customers worldwide. Our platform integrates modern technology with business and investment operations, providing a seamless experience for clients and enabling them to invest in their future on their...

About Network Recruitment's ClientA rapidly expanding consultancy house seeking a highly skilled Business Growth Specialist to join its team. As a key member of the advisory services team, you will work closely with executives and business leaders to drive business growth and improvement.ResponsibilitiesBusiness Analysis: Collaborate with executives to...

Role OverviewWe are seeking a highly experienced Tax Advisory Lead - Africa to join our team. As a key member of the Group Tax Function, you will provide expert advice on tax management and compliance across the Standard Bank Group.Your expertise will focus on African jurisdictions, tax accounting, reporting, and compliance. You will also be responsible for...

Advisory PartnerEmpowering Clients Through Strategic Financial Planning and Wealth ManagementThe Advisory Partner role is ideal for a seasoned financial professional who excels in relationship building, strategic financial advising, and business development. This position requires an individual skilled in guiding clients through a comprehensive range of...

Job DescriptionThis is an exciting opportunity to join a leading family office as a Senior Wealth Manager in Gauteng.About the RoleYour main responsibility will be to manage the global and local multi-asset portfolios of our high-net-worth clients. This includes working closely with our investment management teams to ensure that client portfolios meet their...

About the RoleWe are looking for an experienced Distribution Sales Manager to join our client's team at Tied Financial Advisory Services. This is an exciting opportunity for a highly experienced professional to lead a sales-driven team or multi-teams in the financial sector.Key AccountabilitiesThe successful candidate will:Identify and communicate the...