Wealth Management Associate

Wealth Management AssociateAbout the Role:We are seeking a detail-oriented and organized Wealth Management Associate to support our Financial Planning Partners in delivering exceptional client service. The successful candidate will have excellent communication skills, attention to detail, and experience in wealth management.Responsibilities:Client...

Job title : Private Wealth ManagerJob Location : Western Cape, Cape TownDeadline : March 12, 2025Quick Recommended LinksJobs by Location Job by industries As a Private Wealth Manager, you will conduct detailed financial analyses for both onshore and offshore portfolios, focusing on areas such as retirement, insurance, education, and estate planning. You'll...

Welcome to Structured Wealth Solutions, a leading provider of comprehensive wealth management solutions. We are excited to announce that we are recruiting a highly skilled Broker Agent to join our dynamic team for CAPITAL LEGACY.About Us:We pride ourselves on our commitment to excellence and dedication to delivering unparalleled financial services to our...

Structured Wealth Solutions invites applications for a Broker Agent position focusing on Old Mutual offerings. The ideal candidate will have a strong background in marketing and selling financial products, including investments, retirement cover, wills, life cover, and funeral cover.Requirements:A valid driver's license and access to a vehicle are...

We are recruiting a talented Wealth Management Consultant to help us deliver exceptional results for our clients at Capital Legacy. As a key member of our team, you will play a crucial role in developing and implementing strategic plans to achieve business objectives.Key Responsibilities:Develop and maintain relationships with existing clientsIdentify new...

Key Responsibilities:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client specific queries and implementation of instructions.Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth ManagerManage the...

Key ResponsibilitiesThis role requires you to manage E-Banking users, handle client queries, and reconcile investment positions. You will collaborate with financial institutions globally, maintaining accuracy and upholding deadlines with precision. Your attention to detail and strong organizational skills will ensure the smooth execution of banking and...

Are you a skilled Financial Services Specialist looking for a new challenge? We invite applications for a Broker Agent position at Structured Wealth Solutions, specializing in Old Mutual solutions. In this role, you will be responsible for marketing and selling financial products, including investments, retirement cover, wills, life cover, and funeral...

Unlock Your Potential with Absa GroupWe're seeking a skilled Private Wealth Banker to join our team and contribute to our mission of empowering Africa's tomorrow, together.As a Private Wealth Banker, you will be responsible for building and maintaining professional business relationships with our clients, achieving financial targets, acquiring new clients,...

Wealth Administrator Job DescriptionCA Financial Appointments requires a skilled Wealth Administrator to assist in various administrative tasks.Key Responsibilities:Gathering information via the Astute system for Para-Planners and Private Wealth Managers.Monitoring takeovers and sending confirmations to providers.Sending Provider Code Application forms to...

Job SummaryWe are seeking a highly skilled Wealth Management Support professional to join our team in Cape Town.This role will involve working closely with Wealth Managers to provide research and analysis to support client wealth creation and financial wellbeing.Main Responsibilities:Supporting Wealth Managers with research and analysisDeveloping best...

Job title : Wealth Investment ManagerJob Location : Western Cape, Cape TownDeadline : April 03, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryManage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their local and offshore investment and fiduciary needs.   Formulate...

Company ProfileCrayon is a global financial services leader, delivering exceptional advice and wealth management solutions to international expatriates since 1998. Our company has received numerous awards for excellence in client services and remains dedicated to innovation.We combine the expertise of select international money management firms, renowned for...

Unlock Your PotentialA career with Absa Group offers the opportunity to be part of an exciting growth journey and contribute to shaping our destiny as a proudly African group. As a Wealth Management Specialist, you will be responsible for building and maintaining professional business relationships across a portfolio of Private Wealth clients.Job...

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written...

We are seeking a talented and driven Expert Wealth Manager to join our team at Sanlam Limited.About the RoleThis role involves providing expert financial planning and wealth management advice to clients, with a focus on long-term growth and security. The successful candidate will have exceptional analytical and problem-solving skills, with a strong ability...

**Job Details:**We are seeking a highly motivated Wealth Management Specialist to join our team as a Medical Aid Advisor. In this role, you will be responsible for providing expert guidance on wealth management strategies, identifying opportunities for growth, and ensuring seamless client experiences.Your key responsibilities will include reviewing medical...

We are seeking a highly skilled and experienced Wealth Strategist to join our team at Absa Bank. As a Wealth Strategist, you will be responsible for developing and implementing wealth strategies for high net worth clients, trusts, investment holding companies and businesses.Key Responsibilities:Develop and implement wealth strategies for high net worth...

Wealth Manager PositionCapital Assignments offers affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked hard to build.About Our ClientA boutique wealth management company with superior and diverse risk and investment offerings seeks...

About the RoleThe successful candidate will be responsible for managing a portfolio of Private Wealth clients, achieving financial targets, and proactively acquiring new clients. You will work closely with stakeholders to drive business growth and ensure excellent customer service.Key Skills and QualificationsStrong business development skills to identify...