Wealth Management Coordinator

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.

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 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.

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...

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...

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...

Company OverviewWealth Way is a dynamic and rapidly expanding financial services company in South Africa, dedicated to delivering exceptional service to medical professionals.Our mission is to provide expert financial guidance, empowering our clients to achieve their financial goals and aspirations.

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,...

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...

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...

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...

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 FNZ (UK) LtdWe are committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. Our goal is to empower our partners to deliver exceptional client experiences by providing a global, end-to-end wealth management platform that integrates modern technology with business and investment operations.As a Wealth...

About UsLiberty Group Limited is a leading provider of wealth management services, with a strong presence in the global market.We pride ourselves on our commitment to delivering exceptional customer service and building long-term relationships with our clients.This is an exciting opportunity for a motivated and experienced individual to join our offshore...

**Job Overview:**As a Wealth Management Professional at Liberty, you will play a key role in understanding clients' financial needs and determining their expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance.You will answer clients' questions, address their concerns, and provide advice on insurance coverage, investment...

RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client's wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients' financial needs and...

Job OverviewCrayon invites applications from experienced financial advisors seeking a challenging role in Johannesburg. The ideal candidate will have a proven track record in financial planning and sales, with a strong background in wealth management. Key responsibilities include:Key ResponsibilitiesManaging a portfolio of clients and providing bespoke...