Wealth Management Specialist

Join Our Team as a Wealth Management SpecialistWe are seeking an experienced Wealth Management Specialist to join our team in Johannesburg. As a Wealth Management Specialist, you will be responsible for providing expert advice to HNW clients on offshore and onshore investment products and financial planning services.Key Responsibilities:Provide comprehensive...

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...

Unlock Your Potential as a Wealth Management ProfessionalWe are seeking experienced Wealth Managers and Financial Planning professionals to join our team at Click and Connect Online Limited. As a Wealth Management Specialist, you will play a key role in supporting High Net Worth (HNW) clients with offshore and onshore advice for a highly reputable wealth...

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...

Role OverviewThe Wealth Advisory team is seeking a skilled Wealth Manager to build and maintain a book of high-net-worth clients. The ideal candidate will have a strong understanding of risk management and be able to create customized wealth plans to nurture prosperity and security for clients throughout their financial life journey.Key...

Role OverviewThe purpose of this role within our Wealth Advisory team at PPS Recruitment is to build and create a book of high-net-worth clients through discovery of their personal needs, goals, and aspirations, as well as risk management profiles.Key ResponsibilitiesService and maintain an intimate relationship with clients, their families, and business...

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...

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...

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 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 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...

Job Title: Wealth ManagerWe are seeking a highly skilled and experienced Wealth Manager to join our team at PPS Recruitment. As a Wealth Manager, you will be responsible for building and maintaining a book of wealth clients, providing personalized financial planning and investment advice, and creating customized wealth plans to meet their unique needs and...

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...

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...

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...

IGrow Wealth Investments, a leading property investment company in South Africa, seeks a seasoned Financial Compliance Specialist to oversee the effective implementation of FICA requirements.To excel in this role, you will need:Matric certificationComprehensive knowledge of FICA regulationsKey responsibilities include:Identifying and reporting suspicious...

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...

Wealth Manager RoleThe primary objective of the Wealth Manager is to effectively communicate the value proposition to ideal clients, thereby driving an increase in Assets Under Management (AUM) in line with targets. This involves cross-selling business services, providing exceptional client service in accordance with Service Level Agreements (SLAs), and...