Wealth Manager
3 weeks ago
The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client’s personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey. Create develop, implement and maintain customized wealth plans to nurture prosperity and security over a client’s life cycle.
The Wealth Advisory team is looking for a Wealth Manager that can produce and achieve numbers of R60million Investment Gross Flows and R300 000 Annual Premium Income (API) by year 1. Essentially, we need an experienced Wealth Manager who has built up a sizeable book where that they can move into the PPS space and, if possible, dislodge business from other Wealth management businesses and even better if can bring it over to PPS.
This is a variable earning role from month 25. It is a role of own lead generation for investments and risk clients.
Locations: Durban, Umhlanga Ridge; Parktown, Johannesburg; Lynnwood, Tshwane; Garden Route (remote), Bloemfontein (remote) and Cape Town
-
Regional Administrator for Wealth Advisers
5 days ago
Cape Town, South Africa PSG Wealth Financial Planning Full time**Job description**: PSG is recruiting for an exciting and challenging career opportunity for a Regional Administrator to provide regional management, operational management and projects support to the Regional Manager. **Responsibilities**: - Operational support to wealth advisers - Communication to wealth advisers/assistants & offices - Diary management...
-
Wealth Manager
1 week ago
Cape Town, South Africa Capital Assignments Full timeOur client is an established wealth management firm offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an accomplished Wealth Manager to contribute to their continued...
-
Associate Wealth Manager
7 days ago
Cape Town, South Africa Capital Assignments Full timeOur client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a motivated Associate Wealth Manager & support them in building and...
-
Wealth Management Administrator
3 weeks ago
Cape Town, South Africa Featherway Recruiting Full timeWe are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...
-
Wealth Manager
3 weeks ago
Cape Town, South Africa The Recruitment Council Full timeAside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that the Advisor projects a professional, competent and caring image to the outside...
-
Regional Head Wealth
5 days ago
Cape Town, South Africa Absa Bank Limited Full timeBring your possibility to life! Define your career with us - 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...
-
Wealth Manager | Western Cape
2 weeks ago
Cape Town, South Africa The Recruitment Council Full timeAre you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business.Qualifications and Experience:Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law...
-
Wealth Manager | Claremont
3 weeks ago
Cape Town, South Africa The Recruitment Council Full timeAre you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the companys story to as many ideal clients, to ensure increase in AUM as per...
-
Private Wealth Advisor
6 hours ago
Cape Town, South Africa Kamo Placement Full timeWestern Cape, CPT - CBD - Annually Cost To Company (Market related, Negotiable) To deliver exceptional experience and education to Private Wealth or clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management...
-
Wealth Manager
7 days ago
Cape Town, South Africa She Recruits Full timeThe role is client-facing and will initially focus on servicing existing clients and then growing a new client base of high net worth individuals. This may mean occasional travel to see clients in outlining areas. For the first 12 months this role is salary based, this will be negotiated based on your qualifications/certifications, co mpleted/partially...
-
Private Wealth Advisor
6 hours ago
Cape Town, South Africa Kamo Placements Full time**JOB DESCRIPTION** - Identify Local and Offshore fiduciary opportunities and advise on client philanthropy - Participate in planned activities that are appropriate for own development - Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation - Identify and utilise opportunities for revenue growth...
-
Wealth Manager | Claremont
1 week ago
claremont, Western Cape, South Africa The Recruitment Council Full timeAre you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the companys story to as many ideal clients, to ensure increase in AUM as per...
-
Wealth Administrative Assistant
2 weeks ago
Cape Town, South Africa Origin Financial Group Full timeThe Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment...
-
Wealth Administrative Assistant
2 weeks ago
Cape Town, South Africa Origin Financial Group Full timeJob DescriptionThe Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider,...
-
Wealth Manager
7 days ago
Cape Town, South Africa Nedbank Full time**Job Classification** - Job Family- Investment Banking - Career Stream- Advisory - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business...
-
Wealth Investment Administrator Stellenbosch
6 days ago
Stellenbosch, Western Cape, South Africa PSG Konsult Ltd. Full time**Designation**: Wealth Investment Administrator | Stellenbosch, Western Cape **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 07 Feb 2024 **Reference Number**: POS09124 **Closing date**: 15...
-
Senior Wealth Investment Administrator
5 days ago
Stellenbosch, Western Cape, South Africa PSG Konsult Ltd. Full time**Designation**: Senior Wealth Investment Administrator | Stellenbosch, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 07 Mar 2024 **Reference Number**: POS08248 **Closing date**: 21 Mar 2024 **Position...
-
Wealth Management Assistant
2 weeks ago
Cape Town, South Africa Adzuna ZA B C2 Full timeKey Responsibilities:Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration PlatformsInternal and external liaison on administration /...
-
Wealth Management Assistant
1 week ago
Cape Town, South Africa Conova Recruitment Full timeKey Responsibilities: Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration Platforms Internal and external liaison on administration /...
-
Wealth Management Assistant
3 weeks ago
Cape Town, South Africa Conova Recruitment Full timeKey Responsibilities:Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration PlatformsInternal and external liaison on administration /...