Wealth Management Associate

Job SummaryWe are seeking a highly organized and detail-oriented Wealth Management Associate to join our team at Set Consulting. As a key member of our financial services team, you will provide administrative support to our Wealth Managers while serving as a strategic partner.Key ResponsibilitiesAdministrative SupportPrepare and collate new client onboarding...

Job SummaryThe main purpose of the Wealth Manager is to tell the story to as many ideal clients, to ensure increase in Assets Under Management (AUM) as per targets, to cross sell the services of the business, to service clients according to Service Level Agreements (SLAs) and to work together to increase the business AUM as per company strategy.This is done...

Job DescriptionWealth ManagerThe Recruitment Council is seeking a highly skilled and experienced Wealth Manager to join our esteemed team. As a Wealth Manager, you will be responsible for delivering exceptional wealth management services to our clients, ensuring their financial goals and objectives are met.Key ResponsibilitiesNew Business Development:Develop...

Role OverviewThe purpose of this role within our Wealth Advisory team at PPS Recruitment is to build and create a book of high-net-worth clients through discovery of their personal needs, goals, and aspirations, as well as risk management profiles.Key ResponsibilitiesService and maintain an intimate relationship with clients, their families, and business...

Job Opportunity: Prestigious Bank Seeks Experienced Wealth ManagerAbout the Role:We are seeking a seasoned Wealth Manager to join our team at The Recruitment Council. As a Wealth Manager, you will be responsible for shaping financial destinies and providing expert advice to our clients.Key Responsibilities:Financial Planning: Develop and implement...

Job Summary:Cross Wealth Financial Services is seeking a highly skilled Financial Planner to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning, personal finance advice, and retirement planning services to our clients.Key Responsibilities:Develop customized financial strategies to...

Job Summary:The Recruitment Council is seeking a highly skilled Wealth Management Professional to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance to our clients and helping them achieve their financial goals.About the Role:Key Responsibilities:Develop and implement customized financial plans...

Job Summary:The Recruitment Council is seeking a seasoned financial planning professional to join our team as Head of Wealth and Financial Planning. As a key member of our organization, you will be responsible for leading a cross-functional team of advisory specialists and driving client engagement.Key Responsibilities:Financial Planning and Wealth...

About the RoleIGrow Wealth Investments, a leading property investment company, is seeking a highly skilled Financial Analyst to join their team in Cape Town.To be successful in this position, you will need:A professional accounting certification, such as SAICA or AGA(SA), with a minimum of 1 year of post-article experience in a management or supervisory...

Role Overview:The primary objective of this position within our dynamic Wealth Advisory team is to cultivate and establish a portfolio of Wealth Clients by understanding their individual needs, aspirations, and risk management profiles. Client Relationship Management:Foster and sustain a close relationship with the wealth client, their family, and business...

Job ClassificationJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeTo manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy.Job Responsibilities•...

Position Overview As a key member of our Private Banking and Advisory Team, you will play a crucial role in managing a diverse portfolio of FNB Private Wealth Clients. Your responsibilities will include providing in-depth analysis, conducting research, and ensuring exceptional sales and service delivery. Your goal will be to identify new opportunities...

Sagen Advisory is actively seeking dedicated Financial Planners at various experience levels. Our client is experiencing significant growth and has opened exciting positions that provide exceptional career advancement opportunities.Whether you are an experienced professional or just beginning your journey in Financial Advising, our clients offer the...

Job SummaryIGrow Wealth Investments, a leading property investment company, is seeking a highly skilled and experienced Assistant Group Financial Manager to join our team.The successful candidate will be responsible for supporting the Group Financial Manager in overseeing the financial operations of the company and its subsidiaries. This includes assisting...

IGrow Wealth Investments, a leading property investment company, is seeking a skilled Bond Consultant to join their team in a dynamic role.Key Responsibilities:Consult with investors to obtain financial information for affordability assessments and bond applications.Complete and submit bond applications through the DealMaker system.Follow up with financial...

IGrow Wealth Investments is seeking a skilled Maintenance Administrator to join their team. As a key member of the property investment group, this role will be responsible for ensuring the smooth operation of maintenance activities across the rental portfolio.Key Responsibilities:Attend to all day-to-day maintenance tickets on the rental portfolio, ensuring...

Job SummaryIGrow Wealth Investments, a leading property investment company, is seeking a highly skilled and experienced Assistant Group Financial Manager to support the Group Financial Manager in overseeing the financial operations of the company and its subsidiaries.Key ResponsibilitiesFinancial Reporting & AnalysisAssist in preparing and reviewing monthly,...

We are seeking a highly skilled Senior Software Engineer to join our team at IGrow Wealth Investments in Cape Town. This role is crucial in developing and maintaining the full application that supports our suite of services. You will play a key role in integrating new technologies and improving existing systems to ensure our platform remains at the cutting...

IGrow Wealth Investments, a leading property investment company, is seeking a highly skilled Portfolio Administrator to join their team in a dynamic role.To be successful in this position, you will need:A matric certificateAt least 2 years of experience in a similar administrative roleExperience working in a rentals environmentProficiency in the PayProp...

IGrow Wealth Investments, a leading property investment company, is seeking a dynamic and forward-thinking CRM Business Analyst to join their team in Cape Town.**Requirements:**MatricA degree in Business Administration, Information Technology, Computer Science, Marketing, or a related field3-5 years experience in a CRM Analyst role preferably in financial...