Wealth Manager

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 SummaryTo...

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. **Responsibilities**: - Information gathering via the Astute system for the Para-Planners and Private Wealth Managers - Chase takeovers and send to providers and get confirmation that it is done - Send the Provider Code Application forms for new Private Wealth...

A leading professional services firm is seeking a skilled and client-focused Manager - Private Clients to oversee a diverse portfolio of private and family wealth structures. This role is ideal for a qualified professional who thrives on relationship management, strategic thinking, and delivering high-impact accounting and tax solutions.About the...

Is this you? You’re investment savvy and building client relationships is what you thrive in. Not only do you have extensive technical investments experience, but you are also brilliant at building and maintaining client relationships. This combination of skills and expertise allows you to grow and protect your clients’ wealth, just what a family of...

Is this you? You’ve got that hard earned CFA level 1 and now you just need to apply it! Your investment foundation has equipped you to know what it takes to support a Portfolio Manager in managing their clients’ investments by being the “go between” between the investment team and the Portfolio Manager. You’ll be applying your technical investment...

Senior Client Relationship Manager- Financial Planning Remnant City of Johannesburg, Gauteng, South Africa Client Relationship Manager – Wealth & Employee Benefits We’re hiring a Client Relationship Manager with 5 to 10 years of industry experience to join Remnant Advisory’s dynamic team. Key Focus Areas Client Services & Relationship Management...

My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. **Responsibilities**: - Recording of client meeting minutes and deliverables - Preparation of financial plans and needs analysis according to internal processes - Communicate with relevant product providers to request required information - Complete client...

Our client, a leader in the legal profession, is revolutionizing the industry by challenging the status quo and delivering quality and value in new ways. With over 17,000 professionals across 179 offices worldwide, there is a wealth of opportunity for growth and development. As an Interim Global Finance Data Conversion Analyst, you will play a vital role in...

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

Introduction Are you a financial whiz with a passion for helping clients achieve their financial goals? Do you thrive on challenges and want to be rewarded for your hard work? If so, we have the perfect opportunity for you! The career you are considering is as rewarding as it is challenging. The Life Assurance Industry is one you can be proud to work in; it...