Strategic Wealth Manager Opportunity

A prominent **Wealth Management firm** has a specialist opportunity for an **experienced** Wealth Manager to play a pivotal role in providing investment, wealth and estate planning services to mainly high-net-worth individuals and families. Initially the incumbent would assist the CEO and other Senior Wealth Managers in servicing their portfolio of clients...

A prominent **Wealth Management firm** has a specialist opportunity for an **experienced** Wealth Manager to play a pivotal role in providing investment, wealth and estate planning services to mainly high-net-worth individuals and families. Initially the incumbent would assist the CEO and other Senior Wealth Managers in servicing their portfolio of clients...

As a Private Wealth Banker with Absa Group, you will play a key role in empowering Africa's future by building and maintaining professional relationships with high net worth individuals. This involves achieving financial targets, acquiring new clients, and enhancing customer experience within the Bank's regulatory frameworks.Key responsibilities include:New...

Efficient Frontier Recruitment is seeking an experienced wealth and investment professional to join their team at a prominent wealth management firm. This is a unique opportunity for a seasoned wealth manager to utilize their expertise in managing complex high-net-worth client relationships.Key Requirements:Relevant Qualifications: B.Com, BBusSci, or related...

Africa's Growth Partner.Absa Group is a leading financial services organization with over 100 years of experience. Our mission is to empower Africa's tomorrow by providing innovative solutions to our customers.About UsWe have a rich history and a strong presence in Africa, with operations in multiple countries. Our vision is to be the partner of choice for...

Progressive IT Resourcing is a leading provider of financial services, and we are seeking a Sales and Wealth Development Manager to join our team. In this role, you will be responsible for developing and implementing strategic plans to grow our client base and increase revenue.You will have the opportunity to work with a wide range of financial products,...

A prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to cater to the needs of an established portfolio of high-net-worth clients.Duties & ResponsibilitiesClient Relationship ManagementCollaboration with Tax Advisors, Fiduciary Specialists, and Other External ProvidersPerformance ReportingTask Management...

We are seeking an experienced Wealth and Investment Manager to join our team and cater to the needs of complex high-net-worth clients.Key Responsibilities:Client Relationship Management: Develop and maintain strong relationships with existing clients to ensure their financial goals are metInvestment Strategy Optimization: Collaborate with external providers...

A prominent Wealth Management firm is looking for a skilled Wealth and Investment Manager to join their team and manage a portfolio of sophisticated high-net-worth clients.Responsibilities:Manage client relationships and provide exceptional service to ensure client satisfactionCollaborate with tax advisors, fiduciary specialists, and other external providers...

Private Wealth Banker - Pipeline Sandton page is loaded Private Wealth Banker - Pipeline Sandton Apply locations Sandton time type Full time posted on Posted 30+ Days Ago job requisition id R-15962328 Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned...

Private Wealth Banker - Pipeline SandtonPrivate Wealth Banker - Pipeline SandtonApply locations Sandton time type Full time posted on Posted 30+ Days Ago job requisition id R-15962328Empowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international...

Our fast-paced and dynamic environment enables smart, self-driven people to be their best. We are seeking a suitably experienced Financial Advisor to become part of our vibrant and dynamic sales team. This individual will consult with existing clients to offer them specialist advice on their current products, benefits and/or fund selection.The role involves...

Wealth Investment ManagerLocations: SandtonTime Type: Full timePosted on: Posted 17 Days AgoJob Requisition ID: R-15968116Empowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part...

Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary The...

Job RequirementsWe are looking for a highly skilled and experienced Trust Accountant to join our team. The ideal candidate will have a strong background in accounting, particularly in the financial services and wealth management industry.Key Skills and QualificationsBachelor of Commerce or Accounting qualificationMinimum 5 years of experience as an...

COMPANY: SASFIN WEALTHDIVISION: DistributionJOB TITLE: Business Development ManagerMANAGER: Head: DistributionLOCATION: Cape Town (1 post) and Stellenbosch (1 post)MAIN PURPOSE OF THE JOBWe are looking for an entrepreneurial individual to effectively drive sales into the Sasfin Securities and Sasfin Asset Managers businesses as well as other wealth offerings...

About Your CareerThis is an excellent opportunity to grow professionally and make a meaningful impact in the lives of our clients.As a Financial Adviser at Liberty, you will be part of a dynamic team dedicated to delivering exceptional financial guidance and support.Job OverviewPlay a key role in shaping the financial futures of our clients by providing...

About DiscoveryDiscovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery.About Our RoleWe are seeking an experienced Executive Business Consultant to join our team. This role will...

A leading Wealth Management firm is seeking a seasoned professional to oversee the financial well-being of high-net-worth clients.Key Responsibilities:Develop and maintain strong relationships with existing clientsCollaborate with external providers to optimize investment strategiesProvide performance reports and task management for onshore and offshore...

About the RoleWe are seeking a BCom or Accounting qualified professional with 5+ years of experience as an Accountant in the financial services or wealth management industry.The successful candidate will have extensive knowledge of investments and tax, as well as exposure to packages such as Forward ERP, Draftworx, or Caseware.