Wealth Management Professionals
1 month ago
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 Hubs
- The ability to study and develop yourself further, with a large majority of the costs funded out of our Education Fund
- Variety of incentive and rewards programs
- Futuristic office space at convenient locations
Job Summary: As an accredited Financial Advisory Specialist you will provide proactive, on-demand financial service and advice to clients within a specific and qualified client market, assisting them to structure their wealth and ensure a secure financial future.
Duties & Responsibilities: Maintain superior service delivery to your clients through building strong client relationships, offering sound professional advice that delivers financial solutions in line with the client's financial goals and compliance frameworks.
Minimum Requirements:
- Minimum Matric qualification or degree in any financial field
- A high flying entrepreneur driven by the challenge of a sales environment
- Willingness to commit to self-development and formal training
- Clear credit and criminal records
The role requires continuous professional development enabling you earn CPD credits along the way. With unlimited earning potential, remuneration from nine different income streams, and attractive benefits, this is a fantastic opportunity for ambitious individuals to secure their future and join a respected, reputable financial services business.
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Wealth Management Professional
1 month ago
Cape Town, Western Cape, South Africa Set Consulting Full timeJob 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...
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Wealth Investment Specialist
16 hours ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeiGrow Wealth Investments is a leading property investment group in South Africa, seeking an experienced Wealth Investment Specialist to join their team. The successful candidate will be responsible for providing management and strategist with weekly reports on sales performance, client consultations, and business growth.Key Responsibilities:Prepare weekly...
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Wealth Management Professional
1 month ago
Cape Town, Western Cape, South Africa Sagen Advisory Full timeFinancial 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...
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Senior Wealth Strategist
1 month ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeJob Summary: We are seeking a Senior Wealth Strategist to provide expert financial planning, advice, and services to clients. This is a fantastic opportunity to develop customized strategies and guide clients towards achieving their financial goals.About the Role: As a Senior Wealth Strategist, you will be responsible for analyzing financial...
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Senior Wealth Management Professional
2 weeks ago
Cape Town, Western Cape, South Africa iMasFinance Full timeJob Title: Senior Wealth Management Professional - BellvilleWe are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at iMasFinance in Bellville. This is an excellent opportunity for a results-driven individual to excel in the financial services industry.Estimated Salary:R 150,000 - R 200,000 per annum, depending...
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Wealth Management Assistant
2 months ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeExecutive 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,...
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Wealth Management Support Specialist
4 weeks ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeWe 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...
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Senior Wealth Management Specialist
2 months ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeWealth 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...
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Technical Specialist for Wealth Management
1 month ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeJob 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...
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Wealth Management Specialist
3 weeks ago
Cape Town, Western Cape, South Africa Sagen Advisory Full timeOpportunity to Thrive in Wealth ManagementWe are seeking a skilled and ambitious Financial Advisor Intern at Sagen Advisory, a rapidly expanding wealth management business with a reputation for excellence. Based in Durbanville, Stellenbosch, this exciting role offers the ideal candidate the opportunity to build a career in the wealth management...
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SAIPA / SAICA Financial Professional
1 month ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeIGrow Wealth Investments, a leading property investment company in South Africa, is seeking a highly skilled SAIPA/SAICA Financial Professional to join their team in Cape Town.The ideal candidate will possess:Professional Accountant (SA) (registered with SAIPA) or AGA(SA) (registered with SAICA)1+ years post articles in a management/supervisory...
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Wealth Management Consultant
6 days ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full timeLiberty Standard Bank Group: A Career in Wealth ManagementA career as a Wealth Management Consultant at Liberty Standard Bank Group offers the perfect blend of support and challenge for ambitious individuals. With our extensive industry expertise and cutting-edge financial solutions, you'll have the opportunity to build lasting relationships with clients and...
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Wealth Management Professionals Wanted
4 weeks ago
Cape Town, Western Cape, South Africa Sagen Advisory Full timeSagen Advisory: A Leading Wealth Management BusinessWe are recruiting highly skilled and ambitious Financial Planners to join our team in Durbanville, Stellenbosch. This is an excellent opportunity for individuals who want to build a career in wealth management and deliver exceptional client service.The ideal candidate will be a financial/commercially...
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Portfolio Manager
1 month ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeFor an experienced Property Portfolio Administrator, IGrow Wealth Investments is seeking a skilled professional to oversee a portfolio of 350 - 450 properties.Key Responsibilities:Manage a property portfolio, ensuring timely and efficient administrative tasks.Prepare and send vacancy notices to tenants, and conduct walk-around blocks to report findings to...
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Cape Town, Western Cape, South Africa Sagen Advisory Full timeWe are a leading wealth management business in South Africa, rapidly expanding our operations with a strong reputation for excellence. Our company is headquartered in Durbanville, Stellenbosch, and we are currently expanding across the country.This exciting role offers an opportunity to build your own client base or invest in your current clients. You will...
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Wealth Management Consultant
1 day ago
Cape Town, Western Cape, South Africa The Hiring House Full timeAbout The Hiring House:We are a leading provider of investment services and financial planning solutions. Our team of experts works closely with clients to understand their unique needs and goals.Job Summary:We are seeking a Wealth Management Consultant to join our team. As a Wealth Management Consultant, you will work with clients to develop and implement...
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Wealth Management Coordinator
16 hours ago
Cape Town, Western Cape, South Africa Set Consulting Full timeJob OverviewWe are seeking a detail-oriented and organized Administrative Support Specialist to join our team at Set Consulting in Cape Town. As a Wealth Management Associate, you will provide administrative support to our Wealth Manager and their clients.The successful candidate will have a strong background in finance and administration, with experience...
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IT Professional
1 month ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeAt iGrow Wealth Investments, we are seeking an experienced IT Technician to provide technical support and infrastructure services in Cape Town.The ideal candidate should have a strong background in Information Technology and relevant certifications such as ITIL, CompTIA A+, or Microsoft certifications.Responsibilities include:Setting up and configuring...
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Real Estate Sales Professional
1 week ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeJob Title: Real Estate Sales Professional - Growth OrientedThe company IGrow Wealth Investments is seeking a motivated and experienced Property Sales Professional to help grow our customer base.To succeed in this role, you should have:NQ4 or higher in Real EstateValid PPRA FFCProven experience as a Real Estate Agent or similar roleStrong sales, negotiation,...
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Wealth Management Specialist
1 month ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full timeUnlock 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...