Wealth Management Trainee

Direct message the job poster from Warwick WealthCompany DescriptionWarwick Wealth is an independent financial service provider known as 'The Investment Specialists', offering exceptional products and services locally and internationally. The company focuses on providing quality investment products and services to meet the unique needs of its clients. With a...

At Chartered Wealth Solutions, we place a strong emphasis on building long-lasting relationships with our clients. As a Client Relationship Manager, you will be the primary point of contact for our clients, managing their communications and fostering ongoing relationship-building efforts to ensure client satisfaction.The ideal candidate will have a minimum...

About the RoleWarwick Wealth is seeking an experienced wealth planner to join our team. The ideal candidate will be able to prospect and source private clients through our IFAs, as well as through direct business, increasing our Assets Under Management (AUM) and establishing a strong client book.Key Responsibilities- Secure new high and ultra-high net worth...

We invite you to become part of our team at one of the leading investment banks in South Africa, voted as one of the most sustainable investment banks globally, to grow your career in Wealth ManagementAre you a driven Financial Sales Professional with a passion for helping High Net Worth Individuals (HNWIs) grow their wealth? This opportunity offers an...

Job DescriptionBuild and maintain strong client relationships, understanding their unique financial needs and goals.Provide expert financial advice and recommend suitable products and services.Develop and implement financial plans customized to each client's circumstances.Proactively generate new business through networking, referrals, and sales...

Company OverviewWe are VP Wealth Management and Advisory, a leading financial services intermediary dedicated to providing tailored financial solutions with integrity and excellence. Our client-centric approach fosters long-term relationships built on trust.

About the RoleWe are seeking a highly skilled Wealth Management Expert to join our team in Gauteng, Johannesburg. As a Wealth Management Expert, you will be responsible for evaluating customers' financial situations and providing them with personalized financial wellness solutions.

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...

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...

VACANCY – WEALTH PLANNER / SPECIALIST The role requires a talented and driven investment advisory professional whom is responsible for the securing of new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore investment products, as well as offering and cross selling...

Job OverviewWe are seeking a skilled Wealth Portfolio Manager to join our team at Rmbwestport. As a key member of our Wealth Management division, you will be responsible for proactively managing a portfolio of high net worth clients.Your primary objective will be to identify opportunities for growth and provide innovative solutions to meet the evolving needs...

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...

About the RoleWe are seeking a highly skilled Wealth Management Consultant to join our team at Standard Bank of South Africa Limited. As a key member of our Private Banking division, you will be responsible for providing comprehensive wealth management solutions to our clients.Key ResponsibilitiesTo develop and maintain strong relationships with our Private...

Company OverviewRMB Private Bank offers leading wealth management advice and private banking solutions that cater to all stages of our clients' wealth journey. Our strong record of excellence, combined with a reputation for innovation and genuine interest in our clients, inspires us to craft insightful solutions that evolve as their financial needs and...

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,...

Job OverviewNedbank is seeking a skilled and dedicated Wealth Service Agent to join our team. As a Wealth Service Agent, you will play a vital role in providing exceptional client service and support to our high-net-worth clients.Your primary responsibility will be to liaise with and support clients on the functionality of self-service digital solutions,...

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...

About the OpportunityThis is an exciting opportunity for a motivated and experienced individual to join our offshore wealth management team and contribute to our ongoing success.We are seeking a highly skilled Investment Portfolio Specialist to join our team, who will be responsible for providing expert investment advice to clients, developing and...

About Warwick WealthWe are an independent financial service provider known as 'The Investment Specialists', offering exceptional products and services both locally and internationally. Our focus is on providing quality investment solutions that meet the unique needs of our clients.Job ResponsibilitiesThe successful candidate will be responsible for financial...

Elysian Wealth is a leading wealth management firm that provides personalized investment solutions to clients seeking long-term financial goals.The ideal candidate will deliver tailored financial plans and ensure the accuracy of information. Key responsibilities include:Providing financial planning support to clientsSupporting investment professionals in...