Career in Wealth Management

Job DescriptionBuild and maintain strong client relationships, understanding their unique financial needs and goals.Provide expert financial advice and recommend suitable products and services.Develop and implement financial plans customized to each client's circumstances.Proactively generate new business through networking, referrals, and sales...

Company OverviewWe are VP Wealth Management and Advisory, a leading financial services intermediary dedicated to providing tailored financial solutions with integrity and excellence. Our client-centric approach fosters long-term relationships built on trust.

Wealth Management OpportunityAre you a skilled Wealth Management Specialist looking for a new challenge? The Standard Bank Group is currently seeking an experienced professional to join our wealth management team. In this role, you will be responsible for delivering comprehensive wealth management solutions to Private & Business Banking clients. Your...

About the RoleWe are seeking a highly skilled Wealth Management Expert to join our team in Gauteng, Johannesburg. As a Wealth Management Expert, you will be responsible for evaluating customers' financial situations and providing them with personalized financial wellness solutions.

About the Role:We are looking for an experienced wealth and finance specialist to join our team as a senior financial planner.In this role, you will be responsible for providing personalized financial planning services to a high-value client base.You will also be involved in building and nurturing long-term client relationships through strategic networking...

Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

About the RoleWe are seeking a skilled and experienced Wealth Portfolio Manager to join our team at FirstRand Namibia Limited.The successful candidate will be responsible for managing a portfolio of wealth clients, providing analysis, research, and sales and service fulfillment to identify additional opportunities for banking new clients and growing existing...

Job title : International Wealth Proposition ManagerJob Location : Gauteng, JohannesburgDeadline : April 05, 2025Quick Recommended LinksJobs by Location Job by industries A top investment management firm is looking for an International Wealth Proposition Manager to join their dynamic distribution team in either Johannesburg or Cape Town. As the International...

We are seeking highly motivated and results-driven individuals to join our team as Wealth Management Consultants.In this role, you will work closely with our valued customers to identify their financial needs and develop customized wealth management plans to help them achieve their goals.To succeed, you will need to possess strong strategic thinking skills,...

Company OverviewWealth Way is a dynamic and rapidly expanding financial services company in South Africa, dedicated to delivering exceptional service to medical professionals.Our mission is to provide expert financial guidance, empowering our clients to achieve their financial goals and aspirations.

This Career Development Position offers a unique opportunity to build a successful career in finance and sales. As a Wealth Management Expert, you will be responsible for delivering exceptional client service, building a profitable practice, and driving business growth.About the JobThis is an entry-level position that offers career development opportunities...

Join Our Team as a Financial Advisor – Unlock Your PotentialAre you a results-driven sales professional with a passion for helping clients secure their financial future? Do you thrive in a dynamic environment where your expertise and ambition are rewarded? If so, we want to hear from youWho We AreWe are VP Wealth Management and Advisory, a leading...

We are seeking a highly skilled and motivated Wealth Management Advisor to join our team at Future Careers. As a key member of our organisation, you will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions.About the RoleThe successful candidate will be responsible for conducting...

Experienced Wealth Planner Liberty seeks a client-centric person, with an entrepreneurial mindset. Managing and acquiring a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects of these clients. Run your own practice within the Liberty banner. Main Responsibilities Acquire new clients by building great relationships internally...

Job OverviewNedbank is seeking a skilled and dedicated Wealth Service Agent to join our team. As a Wealth Service Agent, you will play a vital role in providing exceptional client service and support to our high-net-worth clients.Your primary responsibility will be to liaise with and support clients on the functionality of self-service digital solutions,...

RMB Private Bank is a leader in wealth management, offering a range of private banking solutions to meet the needs of our clients. We are seeking a talented Wealth Management Professional to join our team, responsible for managing a portfolio of RMB Private Banking clients and growing their portfolios through effective stakeholder management.The successful...

Why Choose Us:Benchmark Capital Group is a leading financial advisory firm that offers a range of benefits to our employees, including career advancement opportunities, a competitive salary, and a dynamic work environment.We pride ourselves on our commitment to excellence, our passion for innovation, and our dedication to delivering exceptional results for...

Welcome to Absa Group, where we empower individuals and families to achieve their financial aspirations through expert wealth management solutions. Our talented team of professionals is dedicated to delivering exceptional client experiences, driving business growth, and fostering a culture of excellence.As a Wealth Investment Manager, you will play a pivotal...

About FNZ (UK) LtdWe are committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. Our goal is to empower our partners to deliver exceptional client experiences by providing a global, end-to-end wealth management platform that integrates modern technology with business and investment operations.As a Wealth...

**Job Overview:**As a Wealth Management Professional at Liberty, you will play a key role in understanding clients' financial needs and determining their expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance.You will answer clients' questions, address their concerns, and provide advice on insurance coverage, investment...