Wealth Management Associate

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 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...

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...

A highly skilled and experienced wealth manager is sought after by Efficient Frontier Recruitment to cater to the needs of a prominent wealth management firm.Key Responsibilities:Client Relationship Management: Building and maintaining relationships with high-net-worth clients, providing exceptional service and ensuring client satisfaction.Collaboration and...

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...

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...

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...

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...

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...

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...

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...

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.

Introduction A prominent Wealth Management firm is seeking a highly skilled and experienced Wealth and Investment Manager to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth clients. The ideal candidate should possess a deep understanding of investment and wealth management, investment...

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...

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...

A Career in Financial ServicesAt Absa Group, we are committed to empowering Africa's future by providing exceptional financial services. As a Wealth Banker- Pipeline Sandton, you will play a critical role in managing and growing our high net worth client relationships.About the RoleNew Business Development: Identify, develop, and source new high net worth...

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,...

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...

Bring your possibility to life! Define your career with us - 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...

Bring your possibility to life! Define your career with us - 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...