Jobs in Western Cape

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 their clients trust through expertise and a...

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 their clients trust through expertise and ...

Our 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 success. This is an excellent opportunity to l...

Our 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 success. This is an excellent opportunity to l...

Position: Wealth Management Advisor Location: Flexible, may require some travel to meet with clients Job Description: We are seeking an experienced and knowledgeable Wealth Management Advisor to join our team. The ideal candidate will have a strong understanding of financial planning, investment management, and wealth preservation strategies. As a Wealth Management Advisor, you will work closely ...

Where you'll work Established in 1998, this is a leading, award winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client services and continue to work passionately towards implementing client-centric solutions. This financi...

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...

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...

Job Purpose: To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must be able to show abilities of business management and financial planning to be able to grow their business and support their clients and to address various financia...

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 their clients' trust through expertise and ...

Aside 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 world, including clients, prospects and ...

Where you'll work Established in 1998, this leading, award winning, global financial services company provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client services and continue to work passionately towards implementing client-centric solutions. This financial service...

Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with established business protocols. As a financial ...

Wealth Manager - StellenboschInnovative bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Stellenbosch region. Build great relationships and deliver personalised service. Exciting career opportunity to build up a book of clients. Main Responsibilities Generate business and build a strong book of clients.Manage portfolio of High-Net-Wor...

Wealth Manager - Stellenbosch Innovative bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Stellenbosch region. Build great relationships and deliver personalised service. Exciting career opportunity to build up a book of clients. Main Responsibilities Generate business and build a strong book of clients. Manage portfolio of High-Net-W...

Wealth Manager - StellenboschInnovative bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Stellenbosch region. Build great relationships and deliver personalised service. Exciting career opportunity to build up a book of clients. Main ResponsibilitiesGenerate business and build a strong book of clients.Manage portfolio of High-Net-Wort...

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 strategy. Job Responsibilities Contribute to a culture conducive to...

Key Responsibilities:Administrative support to Wealth Manager: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 pr...

Key Responsibilities: Administrative support to Wealth Manager: 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 Manager Manage ...

Where you'll work Established in 1998, this is a leading, award winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client services and continue to work passionately towards implementing client-centric solutions. This financi...

Are 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 targets, to cross sell the services of the ...

Role specification: Financial Consultant The deVere Group, a member of the CISI (Chartered Institute for Securities & Investment), is the world s largest independent financial consultancy group. With offices in over 60 countries, the business has over 6

Job Description Are you ready to broaden your scope of opportunity and skillset as a Property Consultant & Investment professional? We are currently seeking experienced Property Consultants & Investment professionals for Specialist Property roles with a passion for continuously developing themselves in order to best support their client's investment needs. The role will consist of supporting HNW ...

Are you ready to broaden your scope of opportunity and skillset as a Property Consultant & Investment professional? We are currently seeking experienced Property Consultants & Investment professionals for Specialist Property roles with a passion for continuously developing themselves in order to best support their client's investment needs. The role will consist of supporting HNW clients with off...