Wealth Management Specialist

Unlock Your Potential as a Wealth Management ProfessionalWe are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management team, you will have the opportunity to work with high net worth clients, providing expert advice and guidance on offshore...

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...

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...

Build a Lucrative Career in Wealth ManagementWe are seeking a skilled Financial Service Professional to join our team at Sagen Advisory, a rapidly expanding wealth management business. This exciting opportunity allows you to build a lucrative career in wealth management, working with a customer-focused expanding business.Key Responsibilities:Provide...

Job DescriptionCompany Overview:HR Genie is a leading provider of innovative HR solutions, empowering businesses to streamline their operations and achieve exceptional results.Salary: R250,000 - R350,000 per annum, depending on experienceJob Summary:We are seeking a highly skilled and motivated Wealth Administration Specialist to join our team. The...

Role: Wealth ManagerCategory: BankingLocation: Cape TownSalary: R 750 000 - R 2 000 000 Per AnnumThe Recruitment Council is seeking a talented Wealth Manager to join our elite team. Our client is a prestigious and innovative banking company that values unique talents, diverse minds, and agility. We live up to our promise of staying curious to help our...

Role: Wealth ManagerCategory: BankingLocation: Cape TownSalary: R 750 000 - R 2 000 000 Per AnnumThe Recruitment Council is seeking a talented Wealth Manager to join our client's elite team. Our client is a prestigious and innovative banking company that values unique talents, diverse minds, and agility. They strive to stay curious and help their clients...

Job SummaryThe main purpose of the Wealth Manager is to tell the story to as many ideal clients, to ensure increase in Assets Under Management (AUM) as per targets, to cross sell the services of the business, to service clients according to Service Level Agreements (SLAs) and to work together to increase the business AUM as per company strategy.This is done...

Job Title: Wealth ManagerThe primary objective of this role is to effectively communicate the value proposition to ideal clients, thereby driving an increase in Assets Under Management (AUM) in line with set targets. Additionally, the successful candidate will be responsible for cross-selling business services, delivering exceptional client service in...

Job SummaryWe are seeking a highly skilled and motivated Wealth Management Analyst to join our team at FirstRand Bank Limited. As a key member of our Wealth Management department, you will be responsible for providing administrative and implementation support to our Wealth Managers, ensuring the smooth execution of administrative duties and adherence to...

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 highly skilled Accounting Specialist to join our team at iGrow Wealth Investments in Cape Town. The ideal candidate will have a Diploma / degree in finance and at least 2 years of experience in a similar position.The successful Accounting Specialist will be responsible for managing up to 1500 properties monthly payments, attending to all...

Job Title: Wealth Management AssociateThe primary objective of this role is to provide exceptional support to a wealth manager, effectively managing deadline-driven tasks with a focus on client-centricity, professionalism, and trust.This position requires a strategic partner to the wealth manager, meticulously handling deadlines, paperwork, and operational...

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...

The Wealth Management Associate plays a pivotal role in delivering exceptional support to wealth managers, ensuring timely completion of deadline-driven tasks with a client-centric approach. The ideal candidate will possess a high level of attention to detail and ability to work under pressure, with a strong understanding of financial planning principles and...

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,...

Wealth Management AssociateSet Consulting is seeking a highly organized and detail-oriented Wealth Management Associate to join our team in Cape Town. As a key member of our financial services team, you will provide administrative support to our Wealth Managers while serving as a strategic partner.Key ResponsibilitiesAdministrative Support: Prepare and...

We are looking for a Property Investment Strategist to join our team in Cape Town. iGrow Wealth Investments is a group of companies providing investment consulting services and residential buy-to-let properties for investors. As a Group of Companies, our services include sourcing suitable investment property stock, securing bank finance, providing legal and...

Wealth Management AssociateSet Consulting is seeking a highly skilled and organized Wealth Management Associate to join our team in Cape Town. As a key member of our financial services team, you will provide administrative support to our Wealth Managers while serving as a strategic partner.Key ResponsibilitiesAdministrative SupportPrepare and collate new...

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...