Senior Wealth Manager

Job 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...

Your role as a Senior Wealth Management Assistant at HR Options will involve:Key Responsibilities:Client Support: Assist with the review of clients' Wills in consultation with the Wealth Manager/Advisor, make payments on behalf of clients through the Investec corporate saver account, and attend to client complaints and enquiries in consultation with Wealth...

CA Financial Appointments is seeking a highly experienced Senior Administrative Coordinator to support the Wealth Manager/CEO in the Wealth Space. This exciting opportunity requires a strong understanding of wealth management, financial regulations, and business operations.ResponsibilitiesExecutive Support: Efficiently and effectively manage the diary 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,...

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...

Overview of the RoleIn this pivotal position at IGrow Wealth Investments, we are seeking an accomplished Senior Mortgage Specialist to spearhead our mortgage origination efforts in Cape Town.

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...

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...

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...

Company OverviewIGrow Wealth Investments is a leading property investment company in South Africa, renowned for its innovative approach and commitment to excellence.SalaryThe estimated salary for this role is R250,000 - R300,000 per annum, depending on experience.Job DescriptionWe are seeking a highly motivated and detail-oriented Senior Financial Analyst to...

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 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...

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...

We are seeking a motivated and ambitious Wealth Management Consultant to join our team at Sagen Advisory. As a leading wealth management business, we offer a unique opportunity to build a career in a rapidly expanding industry.This exciting role will provide you with the opportunity to work with a diverse range of clients, from individuals to corporate...

Sanlam Private Wealth is a leading financial services provider, part of the Sanlam Group.The Group offers diverse financial services and has been creating value for stakeholders since 1918.With a presence in over 40 countries and employing approximately 154,675 people globally, Sanlam is a major player in the industry.The Group's business philosophy...

Opportunity 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...

We are seeking a highly skilled Senior Financial Strategist to join our team at Cross Wealth Financial Services. This role will involve providing expert financial planning and advice to clients, helping them achieve their long-term financial goals.The ideal candidate will have a deep understanding of personal finance, investments, and retirement planning....

About the RoleWe are seeking an experienced AI Director to lead the development and implementation of AI and machine learning strategies that enhance client portfolios, optimize trading decisions, and redefine the future of wealth management.This role will involve driving innovation and growth within one of the world's leading wealth management...