Wealth Management Business Head

Head, Credit Decisioning Wealth & InvestmentJob OverviewBusiness Segment: Personal & Private BankingLocation: ZA, GP, Johannesburg, Baker Street 30To be accountable for the credit risk management function (e.g., credit evaluation, concentration risk, industry exposure, etc.) for Personal and Business Banking for an allocated province in line with the broader...

Job DescriptionBuild and maintain strong client relationships, understanding their unique financial needs and goals.Provide expert financial advice and recommend suitable products and services.Develop and implement financial plans customized to each client's circumstances.Proactively generate new business through networking, referrals, and sales...

Wealth Management OpportunityAre you a skilled Wealth Management Specialist looking for a new challenge? The Standard Bank Group is currently seeking an experienced professional to join our wealth management team. In this role, you will be responsible for delivering comprehensive wealth management solutions to Private & Business Banking clients. Your...

About the RoleWe are seeking a skilled and experienced Wealth Portfolio Manager to join our team at FirstRand Namibia Limited.The successful candidate will be responsible for managing a portfolio of wealth clients, providing analysis, research, and sales and service fulfillment to identify additional opportunities for banking new clients and growing existing...

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...

About the RoleWe are looking for an experienced Head of Transfer Agency Operations to lead our Transfer Agency Operations team in delivering high-quality services to our clients. The successful candidate will have extensive experience in operational management within the Wealth Management/Platform industry.Main Responsibilities:Direct and challenge the...

Company OverviewWe are VP Wealth Management and Advisory, a leading financial services intermediary dedicated to providing tailored financial solutions with integrity and excellence. Our client-centric approach fosters long-term relationships built on trust.

About the RoleWe are seeking a highly skilled Wealth Management Expert to join our team in Gauteng, Johannesburg. As a Wealth Management Expert, you will be responsible for evaluating customers' financial situations and providing them with personalized financial wellness solutions.

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...

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...

Fulfilling a key role within Foundation Family Wealth's expanding financial planning business, this Junior Client Service Associate position requires a highly organized and administratively skilled individual to support our Client Service and Advice Teams.The successful candidate will perform a variety of administrative tasks including downloading tax...

Job OverviewWe are seeking a skilled Wealth Portfolio Manager to join our team at Rmbwestport. As a key member of our Wealth Management division, you will be responsible for proactively managing a portfolio of high net worth clients.Your primary objective will be to identify opportunities for growth and provide innovative solutions to meet the evolving needs...

Job title : Head of BusinessJob Location : Gauteng, JohannesburgDeadline : April 03, 2025Quick Recommended LinksJobs by Location Job by industries An internationally renowned and highly esteemed bank is seeking a seasoned banking professional to join their executive team as the Head of Business. In this influential role within a dynamic, global commercial...

RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client's wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients' financial needs and...

We are seeking highly motivated and results-driven individuals to join our team as Wealth Management Consultants.In this role, you will work closely with our valued customers to identify their financial needs and develop customized wealth management plans to help them achieve their goals.To succeed, you will need to possess strong strategic thinking skills,...

Company OverviewWealth Way is a dynamic and rapidly expanding financial services company in South Africa, dedicated to delivering exceptional service to medical professionals.Our mission is to provide expert financial guidance, empowering our clients to achieve their financial goals and aspirations.

In this exciting role, you will have the opportunity to leverage your expertise in investment advisory to drive business growth and deliver exceptional customer experiences.Your key objectives will include:Developing and executing a comprehensive business plan to increase INN8's market share.Fostering strong relationships with Independent wealth managers to...

We are seeking an experienced Investment Advisory Specialist to join our team at Liberty Group Limited. In this role, you will play a critical part in driving business growth and delivering exceptional customer experiences.Your key responsibilities will include:Building and maintaining a network of Independent wealth managers to enhance service delivery and...

About Glacier by SanlamWe bring together leading experts and respected financial services companies to meet clients' investment needs. Our comprehensive range of investment solutions is designed to assist in the creation and preservation of wealth. We offer local investments, international investments, retirement saving solutions, and retirement income...

Job OverviewNedbank is seeking a skilled and dedicated Wealth Service Agent to join our team. As a Wealth Service Agent, you will play a vital role in providing exceptional client service and support to our high-net-worth clients.Your primary responsibility will be to liaise with and support clients on the functionality of self-service digital solutions,...