Wealth Management Professional

Job DescriptionWealth ManagerThe Recruitment Council is seeking a highly skilled and experienced Wealth Manager to join our esteemed team. As a Wealth Manager, you will be responsible for delivering exceptional wealth management services to our clients, ensuring their financial goals and objectives are met.Key ResponsibilitiesNew Business Development:Develop...

Job Summary:The Recruitment Council is seeking a highly skilled Wealth Management Professional to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance to our clients and helping them achieve their financial goals.About the Role:Key Responsibilities:Develop and implement customized financial plans...

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 organized and detail-oriented Wealth Management Associate to join our team at Set Consulting. 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 client onboarding...

Job SummaryThe Recruitment Council is seeking a highly skilled and detail-oriented Wealth Management Associate - Strategic Partner to join our team. As a key member of our wealth management team, you will play a critical role in delivering exceptional support to our wealth managers, ensuring seamless operations and exceptional client service.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...

Job Summary:The Recruitment Council is seeking a seasoned financial planning professional to join our team as Head of Wealth and Financial Planning. As a key member of our organization, you will be responsible for leading a cross-functional team of advisory specialists and driving client engagement.Key Responsibilities:Financial Planning and Wealth...

Job SummaryRad Resources is seeking a highly skilled Financial Services Professional to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance to clients, focusing on long-term insurance and life insurance solutions.Key ResponsibilitiesConduct Comprehensive Financial Needs Analysis: Perform in-depth financial...

About the RoleIGrow Wealth Investments, a leading property investment company, is seeking a highly skilled Financial Analyst to join their team in Cape Town.To be successful in this position, you will need:A professional accounting certification, such as SAICA or AGA(SA), with a minimum of 1 year of post-article experience in a management or supervisory...

Job ClassificationJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeTo manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy.Job Responsibilities•...

IGrow Wealth Investments, a leading property investment company, is seeking a highly motivated Booking Agent to join their team in a dynamic role.To be successful in this position, you will need:A strong background in customer service and salesMinimum 2 years of experience in a telesales roleExcellent communication and interpersonal skillsA positive and...

Sagen Advisory is actively seeking dedicated Financial Planners at various experience levels. Our client is experiencing significant growth and has opened exciting positions that provide exceptional career advancement opportunities.Whether you are an experienced professional or just beginning your journey in Financial Advising, our clients offer the...

Job Summary:Cross Wealth Financial Services is seeking a highly skilled Financial Planner to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning, personal finance advice, and retirement planning services to our clients.Key Responsibilities:Develop customized financial strategies to...

Job Summary: We are seeking a highly skilled and experienced Leisure Sales Agent to join our team at IGrow Wealth Investments. As a key member of our sales team, you will be responsible for handling reservations, inquiries, and cancellations in a professional and courteous manner.Key Responsibilities:Reservations and Sales: Handle all reservations,...

Job Title: Customer Service RepresentativeJob Summary:IGrow Wealth Investments is seeking a highly skilled and experienced Customer Service Representative to join our team in Cape Town. As a key member of our front-line staff, you will be responsible for providing exceptional customer service to our clients and visitors.Key Responsibilities:Customer Service:...

Position Overview As a key member of our Private Banking and Advisory Team, you will play a crucial role in managing a diverse portfolio of FNB Private Wealth Clients. Your responsibilities will include providing in-depth analysis, conducting research, and ensuring exceptional sales and service delivery. Your goal will be to identify new opportunities...

Job SummaryIGrow Wealth Investments, a leading property investment company, is seeking a highly skilled and experienced Assistant Group Financial Manager to join our team.The successful candidate will be responsible for supporting the Group Financial Manager in overseeing the financial operations of the company and its subsidiaries. This includes assisting...

Job Summary:We are seeking a highly skilled and experienced Financial Services Professional to join our team at Engage Recruit. As a Financial Planning Specialist, you will be responsible for providing expert financial advice and guidance to clients, helping them achieve their long-term financial goals.Key Responsibilities:Establish and maintain professional...

IGrow Wealth Investments, a leading property investment company, is seeking a skilled Bond Consultant to join their team in a dynamic role.Key Responsibilities:Consult with investors to obtain financial information for affordability assessments and bond applications.Complete and submit bond applications through the DealMaker system.Follow up with financial...

IGrow Wealth Investments is seeking a skilled Maintenance Administrator to join their team. As a key member of the property investment group, this role will be responsible for ensuring the smooth operation of maintenance activities across the rental portfolio.Key Responsibilities:Attend to all day-to-day maintenance tickets on the rental portfolio, ensuring...