Wealth Management Specialist

We are seeking a highly skilled Wealth Management Support Specialist to join The Recruitment Council team.The successful candidate will provide specialist technical input to Wealth Managers, preparing asset allocation reports, proposals and financial needs analyses for clients. A minimum of 3-5 years experience as a Paraplanner within wealth management is...

Unlock Your Potential in Wealth ManagementAs a Wealth Management Specialist, you will have the opportunity to thrive in a career that combines financial expertise with exceptional client service. At Liberty Standard Bank Group, we are committed to providing unparalleled support and resources to help you succeed.Salary: R 100,000 - R 150,000 per annum...

Job Description:We are seeking a highly technical and analytical individual to provide specialist technical input to Wealth Managers and assist in the preparation of asset allocation reports, proposals, and financial needs analyses for clients.Key Responsibilities:Provide technical support to Wealth Managers, including performance queries and analysis using...

Wealth Management Support RoleTo provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of The Recruitment Council.Key ResponsibilitiesPreparing detailed and complex proposals and financial needs analyses for clients.Providing technical...

Build a Lucrative Career in Wealth ManagementWe are seeking a skilled Financial Service Professional to join our team at Sagen Advisory, a rapidly expanding wealth management business. This exciting opportunity allows you to build a lucrative career in wealth management, working with a customer-focused expanding business.Key Responsibilities:Provide...

Job DescriptionCompany Overview:HR Genie is a leading provider of innovative HR solutions, empowering businesses to streamline their operations and achieve exceptional results.Salary: R250,000 - R350,000 per annum, depending on experienceJob Summary:We are seeking a highly skilled and motivated Wealth Administration Specialist to join our team. The...

Senior Bond Specialist Opportunity at iGrow Wealth InvestmentsAt iGrow Wealth Investments, we are seeking a highly skilled Senior Bond Specialist to join our team in Cape Town.About the Role:We offer a competitive salary of R250,000 - R300,000 per annum, depending on experience.Responsibilities:The successful candidate will be responsible for consulting with...

CA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in financial planning and wealth management, with the ability to create personalized asset allocation reports for clients.About CA Financial AppointmentsWe are a boutique Wealth Manager providing personal...

Job SummaryWe are seeking a highly skilled and motivated Wealth Management Analyst to join our team at FirstRand Bank Limited. As a key member of our Wealth Management department, you will be responsible for providing administrative and implementation support to our Wealth Managers, ensuring the smooth execution of administrative duties and adherence to...

Sagen Advisory is a rapidly expanding wealth management business with a reputation for excellence. We are currently seeking several Financial Advisors to join our team.The ideal candidate will be a financial/commercially qualified graduate, a junior financial planner, or an experienced financial planner who is seeking to join a customer-focused expanding...

We are on an ongoing entrepreneurial quest evolving through excellence, driving quality and securing wealth by connecting people with life solutions for financial freedom. Our Value proposition to all our Specialists includes the following:Access to trained and skilled administration staff in our Biz HubsThe ability to study and develop yourself further,...

We are seeking a highly skilled Accounting Specialist to join our team at iGrow Wealth Investments in Cape Town. The ideal candidate will have a Diploma / degree in finance and at least 2 years of experience in a similar position.The successful Accounting Specialist will be responsible for managing up to 1500 properties monthly payments, attending to all...

Financial Planner Job DescriptionSagen Advisory is seeking a highly skilled Financial Planner to join their team in a rapidly expanding wealth management business. The ideal candidate will be a financial/commercially qualified graduate, a junior financial planner, or an experienced financial planner seeking to join a customer-focused expanding business.Key...

The Wealth Management Associate plays a pivotal role in delivering exceptional support to wealth managers, ensuring timely completion of deadline-driven tasks with a client-centric approach. The ideal candidate will possess a high level of attention to detail and ability to work under pressure, with a strong understanding of financial planning principles and...

Executive Assistant - Wealth ManagementCA Financial Appointments is seeking a highly experienced Executive Assistant to support our Wealth Management team. The ideal candidate will have a strong understanding of wealth management, financial regulations, and business operations.Key Responsibilities:Manage the diary and needs of the Wealth Manager/CEO,...

We are looking for a Property Investment Strategist to join our team in Cape Town. iGrow Wealth Investments is a group of companies providing investment consulting services and residential buy-to-let properties for investors. As a Group of Companies, our services include sourcing suitable investment property stock, securing bank finance, providing legal and...

Job Title: Finance SpecialistWe are seeking a highly skilled Finance Specialist to join our team at IGrow Wealth Investments in Cape Town.Estimated Salary: R 250,000 - R 350,000 per annum.About the RoleThis is a key position that requires excellent communication and organizational skills. The successful candidate will be responsible for consulting with...

Job OpportunityAt Set Consulting, we are seeking an experienced Wealth Management Associate to join our team. As a key member of our financial services team, you will provide administrative support to our Wealth Manager and serve as a strategic partner. Your primary responsibilities will include managing deadlines, paperwork, and operational details to...

Wealth Manager RoleThe primary objective of the Wealth Manager is to effectively communicate the value proposition to ideal clients, thereby driving an increase in Assets Under Management (AUM) in line with targets. This involves cross-selling business services, providing exceptional client service in accordance with Service Level Agreements (SLAs), and...

Wealth Manager Role OverviewThe Wealth Advisory team at PPS Recruitment is seeking an experienced Wealth Manager to join our team. As a key member of our team, you will be responsible for building and maintaining a book of wealth clients through discovery of their personal needs, goals, and aspirations, as well as risk management profiles.Key...