Wealth Management Professional

7 days ago


Randburg, Gauteng, South Africa Rmbwestport Full time
About the Role

Rmbwestport is seeking a Wealth Management Professional to join our team. As a Wealth Management Professional, you will be responsible for providing high-quality advice and guidance to our wealth clients, helping them to achieve their financial goals.

The ideal candidate will have a strong background in financial services, with experience in managing client relationships and delivering tailored solutions. You will also possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.

In this role, you will be responsible for:

  • Providing expert advice and guidance to wealth clients on investment, retirement, and estate planning strategies;
  • Managing client relationships and identifying new business opportunities to drive revenue growth;
  • Developing and implementing strategies to increase customer base and expand existing relationships;
  • Collaborating with internal teams to ensure seamless delivery of services and meet customer needs;

The successful candidate will have a strong understanding of financial markets and products, with the ability to analyze complex data and provide sound advice to clients.

This is an exciting opportunity for a skilled and dedicated professional to join our team and contribute to our success.



  • Randburg, Gauteng, South Africa Elysian Wealth Full time

    Elysian Wealth is committed to helping our clients achieve their long-term financial goals through personalized wealth management solutions.We are seeking a Wealth Management Consultant who can deliver tailored investment advice and support clients in achieving their financial objectives.The ideal candidate will possess a deep understanding of the investment...


  • Randburg, Gauteng, South Africa Wealth Way Full time

    Career Opportunities at Wealth WayWe are a dynamic and forward-thinking company in the financial services sector. Our mission is to empower individuals and families to achieve their financial goals and aspirations.As a Financial Advisor at Wealth Way, you will be instrumental in providing expert guidance and support to our clients, helping them navigate...


  • Randburg, Gauteng, South Africa Environmental Resources Management (Erm) Full time

    Environmental Resources Management (Erm) is seeking a Senior Manager of Wealth Advisory Services to join our team. This role will be responsible for managing the development and growth of the Wealth Advisory business.The incumbent will manage and grow the Wealth Manager team, collaborate with various internal and external stakeholders, and work with the...


  • Randburg, Gauteng, South Africa Environmental Resources Management (Erm) Full time

    Wealth Advisory Business Development LeaderJoin Environmental Resources Management (Erm) as a Wealth Advisory Business Development Leader and take charge of developing and growing our Wealth Advisory business.This role involves managing the Wealth Manager team, collaborating with various stakeholders, and working with the management team to achieve strategic...

  • Wealth Manager

    2 weeks ago


    Randburg, Gauteng, South Africa Ntice Search Solutions Full time

    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...

  • Wealth Manager

    2 weeks ago


    Randburg, Gauteng, South Africa Alphawealth Full time

    AlphaWealth is a leading independent wealth management firm providing investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts.Established in , AlphaWealth manages global assets exceeding R15 billion and operates in major South African and international financial centers including...

  • Financial Adviser

    2 weeks ago


    Randburg, Gauteng, South Africa Warwick Wealth Full time

    VACANCY – WEALTH PLANNER / SPECIALISTThe role requires a talented and driven investment advisory professional who is responsible for securing 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 Warwick's...


  • Randburg, Gauteng, South Africa Wealth Way Full time

    Unlock Your Potential with Wealth WayWe are seeking a highly motivated and experienced Financial Advisor to join our team at Wealth Way. As a key member of our organization, you will play a critical role in shaping the future of our company.Your primary responsibility will be to provide expert financial guidance to our clients, tailoring your approach to...


  • Randburg, Gauteng, South Africa Stonehage Fleming Full time

    This exciting opportunity is open to qualified accounting professionals who are passionate about delivering exceptional results. As a key member of our team, you will play a crucial role in maintaining accounting records and producing timely and accurate financial statements for offshore/onshore trusts and companies.Your Key ResponsibilitiesMaintain...


  • Randburg, Gauteng, South Africa Standard Bank Of South Africa Limited Full time

    Job DescriptionWe are seeking an experienced Personal Wealth Manager to join our team of professionals who are passionate about helping clients achieve their financial goals. In this role, you will provide expert guidance on investment strategies and risk management.


  • Randburg, Gauteng, South Africa Bayport Financial Services Full time

    Job Title: Wealth Management SpecialistCompany Overview:Bayport Financial Services is a leading financial services provider dedicated to helping individuals achieve financial freedom and security.We are seeking an experienced Wealth Management Specialist to join our team and contribute to our growth and profitability by offering wealth management services...


  • Randburg, Gauteng, South Africa Liberty Group Limited Full time

    Company OverviewAt Liberty Group Limited, our success is driven by the success of our people. We aim to keep our staff engaged in the right role at the right time, leveraging talent mobility as a key driver of our competitive edge.We provide a wealth management service to targeted clients, offering a range of products in investment management and a superior...


  • Randburg, Gauteng, South Africa Emporium Human Capital Full time

    Role OverviewWe are seeking a skilled Wealth Management Consultant to join our team at Emporium Human Capital. In this role, you will work closely with clients to understand their financial goals and develop customized wealth management plans.Responsibilities:Meet with clients to understand their financial objectives and develop tailored plans.Analyze client...


  • Randburg, Gauteng, South Africa Firstrand Namibia Limited Full time

    Firstrand Namibia Limited is committed to delivering exceptional service to our customers and communities.We are seeking a skilled Wealth Management Consultant to join our team in managing a portfolio of Wealth Clients.The ideal candidate will have a strong background in sales and service, with experience in managing a portfolio of clients and identifying...


  • Randburg, Gauteng, South Africa FNB South Africa Full time

    About the RoleRMB Private Bank is a leading wealth management institution offering comprehensive solutions for clients' financial needs. We are seeking a talented individual to join our team as a Wealth Management Expert.The ideal candidate will have a strong background in sales and service within a financial environment, with a minimum of 3 years'...


  • Randburg, Gauteng, South Africa Wealth Way Full time

    Wealth Way: Your Partner in Financial SuccessAt Wealth Way, we pride ourselves on being a trusted partner for individuals and families seeking expert financial guidance and support.We are committed to empowering our clients to achieve their financial goals and aspirations, providing them with personalized advice and solutions tailored to their unique...


  • Randburg, Gauteng, South Africa Hr Options Full time

    About the JobIn this role, you will have the opportunity to work with a leading company in the financial industry, utilising your skills and expertise to deliver exceptional results.Key ResponsibilitiesConsolidate and summarise all client assets, including policies, investments, and properties.Make necessary projections and prepare cash flows to ensure...


  • Randburg, Gauteng, South Africa Wealth Way Full time

    Wealth Way: A Leader in Financial ServicesOur company, Wealth Way, is a renowned player in the financial services industry. We are driven by a passion to provide exceptional financial guidance to our clients.The ideal candidate will be an experienced and skilled Financial Advisor with a proven track record of success. You will be responsible for providing...

  • Financial Advisor

    2 weeks ago


    Randburg, Gauteng, South Africa Vp Wealth Management & Advisory Full time

    Join Our Team as a Financial Advisor – Unlock Your PotentialAre you a results-driven sales professional with a passion for helping clients secure their financial future? Do you thrive in a dynamic environment where your expertise and ambition are rewarded? If so, we want to hear from youWho We AreWe are VP Wealth Management and Advisory, a leading...

  • Financial Advisor

    2 weeks ago


    Randburg, Gauteng, South Africa Wealth Way Full time

    Direct message the job poster from Wealth WayRecruitment Specialist @ Wealth Way | Driving Business Growth, RecruitingJoin the fastest growing Financial Services Company in South Africa working with Medical ProfessionalsAre you a motivated and experienced Financial Advisor looking for a new challenge?Do you want to take your career to the next level and make...