Wealth Management Specialist

Job title : Private Wealth ManagerJob Location : Western Cape, Cape TownDeadline : March 12, 2025Quick Recommended LinksJobs by Location Job by industries As a Private Wealth Manager, you will conduct detailed financial analyses for both onshore and offshore portfolios, focusing on areas such as retirement, insurance, education, and estate planning. You'll...

Welcome to Structured Wealth Solutions, a leading provider of comprehensive wealth management solutions. We are excited to announce that we are recruiting a highly skilled Broker Agent to join our dynamic team for CAPITAL LEGACY.About Us:We pride ourselves on our commitment to excellence and dedication to delivering unparalleled financial services to our...

We are recruiting a talented Wealth Management Consultant to help us deliver exceptional results for our clients at Capital Legacy. As a key member of our team, you will play a crucial role in developing and implementing strategic plans to achieve business objectives.Key Responsibilities:Develop and maintain relationships with existing clientsIdentify new...

We are currently seeking a highly motivated and results-driven individual to join our team as a Wealth Solutions Specialist. In this role, you will be responsible for developing and implementing sales strategies to grow our business and deliver exceptional customer experiences.As a Wealth Solutions Specialist, you will work closely with clients to understand...

Wealth Management AssociateAbout the Role:We are seeking a detail-oriented and organized Wealth Management Associate to support our Financial Planning Partners in delivering exceptional client service. The successful candidate will have excellent communication skills, attention to detail, and experience in wealth management.Responsibilities:Client...

Qualifications and ExperienceTo be successful as a Regional Manager: Financial Planning, you will need to have:A Bachelor of Commerce in Finance or Legal Degree (NQF7 or Higher)Certified Financial Planner or Wealth Management certification120 credits or Qualification aligned with FAIS and FSCA requirementsRE 1 Certificate: Key IndividualYou will also need to...

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written...

Structured Wealth Solutions is a renowned financial services provider, dedicated to delivering exceptional wealth management solutions. We are currently seeking an experienced Broker Agent to join our esteemed team for CAPITAL LEGACY.Key Requirements:A valid driver's license and reliable vehicle for travel;A Matric-Grade 12 certificate or equivalent;RE 5...

Job Summary:We are seeking an organized and detail-oriented Wealth Administrator to support our team in Cape Town. The successful candidate will be responsible for providing administrative assistance, data entry, and record-keeping services.Main Responsibilities:Information Gathering and Verification: Assist in gathering information via the Astute system for...

Key Responsibilities:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client specific queries and implementation of instructions.Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth ManagerManage the...

Elevate Your Career in Financial PlanningSouth Africa's #1 Property Investment Group is expanding its team and seeking a talented wealth creation specialist to help deliver exceptional results. With our innovative approach to property investment and extensive network of industry experts, you'll have the tools and resources needed to transform your career.As...

Job title : Wealth Management Advisor - Manila, Saigon & JakartaJob Location : Western Cape, Cape TownDeadline : March 27, 2025Quick Recommended LinksJobs by Location Job by industries About the jobAre you looking for your new role abroad? Enjoy career growth, vibrant cultures, and unmatched opportunities in our dynamic financial hubs. This position is for...

Minimum Requirements:Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services IndustryBcom | Relevant Tertiary Education requiredCertified Financial Planner | CFPRE 5 CompletedProficient in CRM Systems essentialStrong knowledge of Annuities | Investments | Tax Related Assistance will be beneficialValid Driver's License and own...

Are you looking for a challenging and rewarding career in financial planning? Do you have what it takes to succeed in a dynamic and fast-paced environment? As a Wealth Manager at Absa Bank, you will have the opportunity to transform the careers of ambitious financial planners by providing them with unparalleled opportunities in property investment.We are a...

Sanlam Limited is seeking a seasoned Sanlam Wealth Management Consultant to lead our advisory services efforts. As a trusted advisor, you will work with high-net-worth individuals and families to create customized wealth management strategies that align with their unique needs and goals.Key Performance Indicators:Develop and maintain strong relationships...

This position is for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written communication, in English and Afrikaans, at all levelswill...

Your:Formal Education:MatricNQF 5 & 6 would be advantageous (In Wealth Management)Experience:5+ years experience in the investment financial services industry is essential3+ Experience in the broker support environment is essentialCompetencies:Proficient in English and Afrikaans (read, write, speak)Competent on service providers website functionalities...

We are seeking a highly motivated Wealth Management Professional to join our team and help us deliver exceptional financial services to our clients.In this role, you will be responsible for building relationships with our clients, understanding their financial needs, and providing personalized solutions that meet their goals.You will also be required to...

Role OverviewThis position involves delivering exceptional experience and education to RMB clients on wealth creation, accumulation, and protection tactics.Key Responsibilities:Achieve revenue and profit targets by growing portfolio base and providing holistic advice.Identify opportunities for revenue growth and deliver on sales targets.Provide banking and...

Job title : Wealth Investment ManagerJob Location : Western Cape, Cape TownDeadline : April 03, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryManage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their local and offshore investment and fiduciary needs.   Formulate...