Wealth Management Specialist

iGrow Wealth Investments is a leading property investment group in South Africa, seeking an experienced Wealth Investment Specialist to join their team. The successful candidate will be responsible for providing management and strategist with weekly reports on sales performance, client consultations, and business growth.Key Responsibilities:Prepare weekly...

We are seeking a highly skilled Wealth Management Support Specialist to join The Recruitment Council team.The successful candidate will provide specialist technical input to Wealth Managers, preparing asset allocation reports, proposals and financial needs analyses for clients. A minimum of 3-5 years experience as a Paraplanner within wealth management is...

Wealth Management Support RoleTo provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of The Recruitment Council.Key ResponsibilitiesPreparing detailed and complex proposals and financial needs analyses for clients.Providing technical...

Job Description:We are seeking a highly technical and analytical individual to provide specialist technical input to Wealth Managers and assist in the preparation of asset allocation reports, proposals, and financial needs analyses for clients.Key Responsibilities:Provide technical support to Wealth Managers, including performance queries and analysis using...

Job Title: Wealth Management Support SpecialistEstimated Salary: R200,000 - R250,000 per annumCompany OverviewThe Talent Expert is a leading independent financial planning firm providing customized financial planning services to retirement funds and their members.We have experienced phenomenal growth over the past few years and are still growing. Our vibrant...

Job OverviewThe Wealth Management Specialist role is an exciting opportunity to join Rory Mackie & Associates' HNW International Team based in Stellenbosch. This position requires sourcing and acquiring new HNW clients while articulating and selling our clients' Value Proposition.Key ResponsibilitiesThis role involves:Sourcing and acquiring new HNW...

Job OverviewWe are seeking a detail-oriented and organized Administrative Support Specialist to join our team at Set Consulting in Cape Town. As a Wealth Management Associate, you will provide administrative support to our Wealth Manager and their clients.The successful candidate will have a strong background in finance and administration, with experience...

Senior Bond Specialist Opportunity at iGrow Wealth InvestmentsAt iGrow Wealth Investments, we are seeking a highly skilled Senior Bond Specialist to join our team in Cape Town.About the Role:We offer a competitive salary of R250,000 - R300,000 per annum, depending on experience.Responsibilities:The successful candidate will be responsible for consulting with...

CA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in financial planning and wealth management, with the ability to create personalized asset allocation reports for clients.About CA Financial AppointmentsWe are a boutique Wealth Manager providing personal...

Opportunity to Thrive in Wealth ManagementWe are seeking a skilled and ambitious Financial Advisor Intern at Sagen Advisory, a rapidly expanding wealth management business with a reputation for excellence. Based in Durbanville, Stellenbosch, this exciting role offers the ideal candidate the opportunity to build a career in the wealth management...

Overview of the RoleIn this pivotal position at IGrow Wealth Investments, we are seeking an accomplished Senior Mortgage Specialist to spearhead our mortgage origination efforts in Cape Town.

We are seeking a Wealth Management Specialist to join our team at The Recruiters. As a key member of our organization, you will be responsible for servicing existing clients, including portfolio reviews, income sustainability reporting, general queries, and maintaining relationships with clients.The ideal candidate will have a strong understanding of...

Sagen Advisory is a rapidly expanding wealth management business with a reputation for excellence. We are currently seeking several Financial Advisors to join our team.The ideal candidate will be a financial/commercially qualified graduate, a junior financial planner, or an experienced financial planner who is seeking to join a customer-focused expanding...

We are on an ongoing entrepreneurial quest evolving through excellence, driving quality and securing wealth by connecting people with life solutions for financial freedom. Our Value proposition to all our Specialists includes the following:Access to trained and skilled administration staff in our Biz HubsThe ability to study and develop yourself further,...

We are seeking a skilled Financial Planning Support Specialist to join our team in Cape Town. As a key member of our Wealth Management department, you will provide critical support to our Wealth Managers, ensuring timely completion of tasks and maintenance of high-quality client relationships.Key Performance AreasAdministrative support to Wealth Managers,...

E-Merge, a leading wealth management company, seeks a skilled Database Specialist to join its team in Cape Town. This role offers an exciting opportunity to work with a dynamic team dedicated to delivering exceptional financial services and helping clients achieve their investment goals.In this role, you will design and implement database structures, data...

Financial Planner Job DescriptionSagen Advisory is seeking a highly skilled Financial Planner to join their team in a rapidly expanding wealth management business. The ideal candidate will be a financial/commercially qualified graduate, a junior financial planner, or an experienced financial planner seeking to join a customer-focused expanding business.Key...

Executive Assistant - Wealth ManagementCA Financial Appointments is seeking a highly experienced Executive Assistant to support our Wealth Management team. The ideal candidate will have a strong understanding of wealth management, financial regulations, and business operations.Key Responsibilities:Manage the diary and needs of the Wealth Manager/CEO,...

Job OpportunityAt Set Consulting, we are seeking an experienced Wealth Management Associate to join our team. As a key member of our financial services team, you will provide administrative support to our Wealth Manager and serve as a strategic partner. Your primary responsibilities will include managing deadlines, paperwork, and operational details to...

Job Title: Finance SpecialistWe are seeking a highly skilled Finance Specialist to join our team at IGrow Wealth Investments in Cape Town.Estimated Salary: R 250,000 - R 350,000 per annum.About the RoleThis is a key position that requires excellent communication and organizational skills. The successful candidate will be responsible for consulting with...