Experienced Wealth and Finance Specialist

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...

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 Role:We are looking for an experienced wealth and finance specialist to join our team as a senior financial planner.In this role, you will be responsible for providing personalized financial planning services to a high-value client base.You will also be involved in building and nurturing long-term client relationships through strategic networking...

Oracle Private Wealth is a dynamic and client-focused financial planning firm committed to delivering tailored financial solutions to our clients. We are seeking an experienced, skilled and detail-oriented Paraplanner to join our team and provide high-quality support to our financial advisor, assisting us in delivering exceptional client service.Role...

Were Hiring Are you passionate about financial wellness and driven to help others make smart decisions that enhance their lifestyle and build wealth? Whether you're just starting out or already have experience, this is the opportunity for you Why Join Us? Become part of an accomplished team of Financial Planners at Morebo Group and benefit from...

We are seeking an experienced Portfolio Manager to join our team at AlphaWealth. As a key member of our wealth management team, you will be responsible for managing client portfolios and developing strategic investment plans to achieve their financial objectives.The ideal candidate will have a strong background in investment management, with experience in...

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...

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...

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...

Network Finance is seeking an experienced Financial Specialist to join their finance team in Boksburg on a permanent basis. The successful candidate will be responsible for managing various financial tasks, including accounts payable and cashbook processing.Key ResponsibilitiesManage accounts payable, ensuring timely payments to suppliersProcess cashbook...

We are seeking an experienced administrator to join our dynamic Client Service Team at Foundation Family Wealth, supporting our expanding financial planning business.The successful candidate will be responsible for:Requesting and downloading tax statements from service providersMaintaining accurate records on CRMProviding administrative support across...

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...

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,...

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 OverviewWe are looking for an experienced Head of Accounting and Finance to join our team at Network Finance. The successful candidate will have a proven track record in financial management and leadership.Main ResponsibilitiesLead and mentor the finance team, promoting growth and development.Develop and implement effective financial reporting systems,...

Job DescriptionWe are seeking an experienced Financial Manager to join our team at Network Finance. The ideal candidate will have strong technical and interpersonal skills and a passion for finance.Key Responsibilities:This role involves managing financial reports, preparing budgets, and providing procurement support. You will also be responsible for...

About the RoleWe are seeking a talented and experienced Financial Services Advisor to join our team at RMB Private Bank. In this role, you will be responsible for managing a portfolio of Private Wealth Clients, providing analysis, research and sales and service fulfilment, and identifying additional opportunities for banking new clients and growing a...

**Internal Control Specialist Role:**We are looking for a skilled internal control specialist to join our team as a Regional Internal Controller.Main Responsibilities:Conduct audit missions across African subsidiaries.Provide recommendations for process improvements when weaknesses are identified.**Requirements & Qualifications:**Minimum 5 years' experience...

Job DescriptionWe are seeking an experienced Wealth Manager to effectively plan and manage leads while interacting with potential businesses and professionals. As a successful candidate, you will provide bespoke financial advice to local and international clientele, achieving both company goals and objectives as well as your own. To excel in this role, you...

RMB Private Bank is a leader in wealth management, offering a range of private banking solutions to meet the needs of our clients. We are seeking a talented Wealth Management Professional to join our team, responsible for managing a portfolio of RMB Private Banking clients and growing their portfolios through effective stakeholder management.The successful...