Executive partner/ wealth manager

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

About CarrickCarrick is a dynamic and independent financial services provider specialising in integrated wealth management. Established in 2014, the Carrick team has brought a wealth of collective experience to the business. We are guided by our passion to set new benchmarks and standards in the industry, and are focused on providing a client experience that...

Company DescriptionNEBA Private Clients, a division of TEAM plc, is a part of an esteemed financial group listed on the London Stock Exchange with investors such as Schroders, Marlborough, and Crux. The company embraces a blend of enduring values and innovative financial solutions, aiming to pioneer change in financial services with transparency and...

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning...

Overview: Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate...

Wealth Manager Administrator (Independent Contractor) Location: Northern Suburbs, Cape Town Full-time, in-office position Own transport essential Experience: 3–5 years within the investment / financial planning industryOur client's independent wealth management practice is expanding, and they are seeking a professional, detail-oriented Wealth Management...

Carrick has an exciting opportunity to join our team as an Onshore Client Relationship Manager.Job Purpose: Preparation of New Business cases for Private Wealth Managers, in line with compliance requirements.Job Role Overview:Complete client onboarding process & FICA verification processGenerating provider quotes & risk and/or investment proposalsCase...

Opportunity: AdministratorWe are looking for an Administrator to join our Operations Team. If you are someone who enjoys keeping the operations flowing, the communication clear, and is able to meet deadlines, then this is the position for you. We'd like to hear from you by sending us your CV to: -, or visit our website at www.carrick-About Carrick...

Bring your possibility to life Define your career with usWith 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 build and...

Key ResponsibilitiesExecutive & Administrative SupportStrategic diary management - scheduling and prioritising meetings with clients, introducers, and partners.Inbox management - screening emails, prioritising actions, and drafting responses.Preparing and following up on meetings - collating documents, preparing agendas, and tracking actions.Handling...