Wealth Management Specialist

VACANCY – FINANCIAL ADVISORWarwick seeks an experienced Investment Advisory professional to join its team as a Financial Advisor/Wealth Planner. The successful candidate will be responsible for securing new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore...

Chartered Wealth Solutions is seeking an exceptional Client Relationship Manager to lead administration efforts within one of our dedicated teams. As the primary point of contact for clients, you will manage communications, set up meetings, and build strong client relationships.Required Skills and Qualifications:Matric.Level 5 Higher Certificate in Financial...

About Our OpportunityWe are seeking an experienced Financial Advisor to join our team at Wealth Way, a leading Financial Services Company in South Africa.As a Financial Advisor, you will be responsible for providing expert financial guidance to clients, developing and implementing personalized financial plans, and building strong relationships with...

About the RoleAs a Wealth Management Specialist at Spane4All, you will be responsible for proactively managing a portfolio of Private Wealth Clients. This involves providing analysis, research, and sales and service fulfillment to clients.Key ResponsibilitiesAssist in managing a portfolio of Private Wealth Clients with a team of Private Advisors.Identify...

VACANCY – WEALTH PLANNER / SPECIALISTThe role of the Wealth Planner/Specialist is to acquire new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore investment products, as well as offering and cross-selling Warwick's other complementary product offerings.Wealth...

Career Opportunities at Wealth WayWe are a dynamic and forward-thinking company in the financial services sector. Our mission is to empower individuals and families to achieve their financial goals and aspirations.As a Financial Advisor at Wealth Way, you will be instrumental in providing expert guidance and support to our clients, helping them navigate...

Job Title: Wealth Planning SpecialistLocation:Job Summary: We are seeking a skilled Wealth Planning Specialist to join our team at Matla Life Investments. As a key member of our financial planning department, you will be responsible for developing and implementing comprehensive wealth plans for our clients.Key Responsibilities:Conduct thorough wealth...

Wealth Planning SpecialistAre you a motivated and driven individual seeking a challenging role in the financial services industry?Look no further than Warwick Wealth, where we are currently seeking a Wealth Planning Specialist to join our team.This dynamic role offers the opportunity to work closely with high net worth clients, providing expert investment...

VACANCY – WEALTH PLANNER / SPECIALISTThe role requires a talented and driven investment advisory professional who is responsible for securing new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore investment products, as well as offering and cross-selling Warwick's...

About Our CompanyCrayon is a leading, award-winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates.Our team has been awarded and recognised both globally and locally for excellence in client services and continues to work passionately towards implementing client-centric...

AlphaWealth is a leading independent wealth management firm providing investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts.Established in , AlphaWealth manages global assets exceeding R15 billion and operates in major South African and international financial centers including...

Acuity Consultants is a Global WEALTH AND INVESTMENT MANAGEMENT Leader seeking a highly skilled Global Wealth and Investment Management Technology Specialist. As a Full Stack Developer, you will have the opportunity to work on transformative global initiatives that push the boundaries of what's possible in Wealth and Investment Management technology.You will...

We are looking for a Junior Business Operations Specialist to join our growing financial planning business at Foundation Family Wealth.The ideal candidate will have a Commerce Degree, preferably with financial planning or investment management subjects, and strong computer skills.Key Responsibilities:Capturing client information on the KYC/Client Due...

We invite you to become part of our team at one of the leading investment banks in South Africa, voted as one of the most sustainable investment banks globally, to grow your career in Wealth ManagementAre you a driven Financial Sales Professional with a passion for helping High Net Worth Individuals (HNWIs) grow their wealth?This opportunity offers an...

About the CompanyFNZ is a leading provider of wealth management platforms and services. Our mission is to open up wealth so that everyone, everywhere can invest in their future on their terms.We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial...

Job Overview:Savageone Pty Ltd is a leading provider of financial planning and wealth management services. We are committed to delivering exceptional results for our clients and building long-term relationships with them.Role Summary:We are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our team, you will be...

Chartered Wealth Solutions is seeking a highly skilled Business Intelligence Specialist to join its marketing team.The successful candidate will be responsible for collecting and analyzing data to drive business growth and developing effective marketing strategies.This role requires the ideal candidate to have hands-on experience in leveraging digital...

About the RoleRmbwestport is seeking a Wealth Management Professional to join our team. As a Wealth Management Professional, you will be responsible for providing high-quality advice and guidance to our wealth clients, helping them to achieve their financial goals.The ideal candidate will have a strong background in financial services, with experience in...

Financial Advisor Opportunity:Vp Wealth Management & Advisory is excited to announce an exciting opportunity for a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for delivering exceptional client service, providing expert financial advice, and recommending suitable products and services.Your Key...

Firstrand Namibia Limited is committed to delivering exceptional service to our customers and communities.We are seeking a skilled Wealth Management Consultant to join our team in managing a portfolio of Wealth Clients.The ideal candidate will have a strong background in sales and service, with experience in managing a portfolio of clients and identifying...