Wealth Management Specialist

**Company Overview**FNB South Africa is a leading provider of financial services, committed to delivering exceptional value to our customers and shareholders. Our Private Wealth division offers a range of sophisticated products and services designed to meet the complex financial needs of high net worth individuals.Job Summary:**We are seeking a highly...

Job OverviewFNB Namibia is seeking a skilled wealth management specialist to provide full financial services to high-income clients.The ideal candidate will have excellent communication and problem-solving skills.Strong knowledge of investments and financial markets is required.The role involves advising clients on investment options and managing their...

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...

Oracle Private Wealth Pty Ltd is a dynamic and forward-thinking financial planning firm committed to delivering high-quality financial services to our clients. As an Experienced Paraplanner, you will be responsible for supporting our financial advisor by preparing detailed financial proposals and quarterly reviews.Key ResponsibilitiesFinancial Planning:...

Job OverviewWe are seeking an exceptional client relationship building specialist to lead the administration efforts within our dedicated team at Chartered Wealth Solutions. This role involves fostering strong client relationships and ensuring that all administrative tasks are completed accurately and on time. The successful candidate will be provided with...

**Wealth Management Administrator Role:**We are looking for an experienced Wealth Management Administrator to join our team at Stonehage Fleming. The successful candidate will be responsible for providing administrative support to the wealth management team, including the maintenance of client files, preparation of reports, and coordination of meetings.Key...

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 highly skilled and experienced Financial Services Specialist to join our Wealth Management team. In this role, you will be responsible for providing exceptional client support and service to high-net-worth individuals.Key ResponsibilitiesPerform comprehensive portfolio reviews to identify opportunities for growth and...

Job Description:This role entails conducting market research, demographics, and clients' needs to ensure every client interaction adds value first.The successful individual will be provided with a comprehensive induction training program to transfer existing experience.They will also receive one-to-one mentorship from a world-class wealth manager and daily...

Job OverviewWe are committed to delivering exceptional customer service and building long-term relationships with our clients. As a Wealth Management Advisor Role, you will play a critical part in achieving this goal by providing expert advice and guidance to our private wealth clients.Key Responsibilities:Assist in proactively managing a portfolio of...

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...

C40 Cities is seeking a Private Wealth Manager to join its advisory-driven financial services team in Johannesburg.About the RoleThis exciting opportunity encompasses the management of private client portfolios across several functions, including marketing, client acquisition, mandates, portfolio implementation, compliance, and risk management.Key...

Job DescriptionAs a Wealth Management Professional at Old Mutual South Africa, you will play a critical role in helping individuals and businesses achieve their financial goals. Your primary responsibility will be to provide personalized advice and guidance on investment strategies and wealth management solutions.You will work closely with clients to...

Job OverviewAbout the RoleWe are seeking a highly skilled Private Wealth Advisor to join our team at Wesbank. In this role, you will be responsible for delivering exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation, and overall protection tactics.You will identify local and offshore fiduciary opportunities...

What We're Looking ForWe require a candidate with relevant business experience, 3-5 years in a financial advisory role, and 5-8 years in financial services, wealth, and investment management. Strong background in distribution and business development within financial services is essential. In-depth knowledge of international financial markets, economics, and...

Liberty's Success StoryAt Liberty Group Limited, our success is built on the expertise and dedication of our people. We believe in empowering our customers to achieve their financial goals and strive to create an environment where our staff can grow and thrive.The Offshore Advisor role is critical to this mission. Reporting directly to the Director of Wealth...

Role SummaryThe Wealth Management Professional role at Bayport Financial Services involves contributing to the company's growth and profitability by offering financial wellness consolidation products and services.You will evaluate customers' financial situations, provide them with financial wellness solutions, and educate them on basic principles of good...

About UsWe are a team of experienced professionals committed to delivering exceptional client experiences through our comprehensive range of financial services.

We are seeking an experienced Senior Financial Controller to join our Nedbank Wealth team. As a key player in the Investment Business unit (BU), you will be responsible for managing the financial performance of the business and ensuring accurate financial reporting.Key Responsibilities:Manage the headline earnings, non-interest revenue, and cost to income...

What We OfferAs a Private Wealth Advisor, you will have the opportunity to work with a diverse range of clients and develop your skills in areas such as fiduciary services, philanthropy, and wealth management. We offer a supportive and collaborative environment that encourages professional growth and development.About the TeamOur team is dedicated to...