Junior Wealth Manager job offers

Location: Johannesburg 21 May 2024 Type of employment Full-time Company OverviewNMG Benefits provides consulting, actuarial and administration expertise in the healthcare and retirement fund environments, and this extends to financial planning for individuals. This allows NMG to provide an end-to-end solution across the healthcare, retirement fund and financial planning needs of employers and the...

NMG Benefits - Establishing Employee Confidence NMG Benefits is the trusted partner of employers, medical schemes, pension funds, employees and retirees. We provide clients with unbiased and professional advice on the provision and management of employee medical, life and disability insurance, and retirement solutions. Our approach is to help clients take a holistic view of their employee benefit...

What will you do?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduci...

What will you do?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduci...

The purpose of this role is to To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments Experience: 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior entry management level Experience in providing tailored wealth management...

BDO helps a diverse range of clients with different needs. This is especially true of our Advisory Practice, which provides transaction, risk, wealth advisory, company secretarial, and HR services to clients navigating a range of challenges, changes, and opportunities. Our professionals are from a variety of multidisciplinary backgrounds, allowing us to deliver insightful, innovative solutions - ...

The purpose of this role is to To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investmentsExperience:3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior entry management levelExperience in providing tailored wealth management so...

Job Summary Join the Pinnacle of Privately Owned Excellence in South Africa. Are you looking for an opportunity to advance your accounting career? Our client, a leader in industrial properties and convenience retail in South Africa, is seeking a dynamic Junior Accountant to join their elite financial team. Our client consistently attracts projects from tenants, joint venture partners, landowners,...

The purpose of this role is to To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investmentsExperience: 3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior entry management levelExperience in providing tailored wealth management s...

People Consulting Manager People Consulting shapes and delivers the part of business strategy that depends on people. As a People Consulting professional, you will have the opportunity to work with global clients to understand and address some of their largest and most complex people-related challenges, and ultimately improve and drive sustainable business results. We focus on engagements that re...

We, Sagen Advisory, are recruiting several Financial Planners for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own client base or invest in your current c...

Who are we?Sanlam Investments Multi Manager researches, identifies, blends and manages portfolios that give you access to the best investment managers, with the aim of achieving the best possible returns at the appropriate level of risk. We design and blend unique portfolios based on a deep understanding of our clients' investment aims and a fundamental insight into how they perceive risk. By dev...

Job Classification Job Requisition - 129559 Closing Date - 09 May 2024 Location - Johannesburg Cluster - Nedbank Wealth - Wealth Management SA Business Unit Please Note: Preference will be given to applicants from Underrepresented Groups Job Family Project, Process and Product Career Stream Projects Leadership Pipeline Manage Self: Professional FAIS Affected Job Purpose To manage and deliver medi...

Job Classification Job Requisition - 129559 Closing Date - 09 May 2024 Location - Johannesburg Cluster - Nedbank Wealth - Wealth Management SA Business Unit Please Note: Preference will be given to applicants from Underrepresented Groups Job Family Project, Process and Product Career Stream Projects Leadership Pipeline Manage Self: Professional FAIS Affected Job Purpose To manage and deliver medi...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

People Consulting Manager People Consulting shapes and delivers the part of business strategy that depends on people. As a People Consulting professional, you will have the opportunity to work with global clients to understand and address some of their largest and most complex people-related challenges, and ultimately improve and drive sustainable business results. We focus on engagements that re...

The 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 House, Health Administrator and the client d...

The Wealth Administrators 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 House, Health Administrator and the client di...

Our client's Microsoft Business Solutions team is a Microsoft Gold Partner and leader in Microsoft software implementations for medium to large organisations, providing their clients with the ability to keep up with the ever-changing digital world by implementing Microsoft's M365, Azure, Microsoft's Enterprise Resource Planning (ERP) and Customer Engagement (CE) software from the Microsoft Dynami...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

Responsibilities - Achieve gross production target as indicated in scorecard. - Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand approved investment and risk products. - Be an ambassador for the company as a financial service provider encompassing our internal values and ethical standards. - Maintain expert knowledge on all FirstR...

JOB SPECIFICATION: CHIEF FINANCIAL OFFICERJOB SUMMARY:We are seeking a highly skilled and experienced Chief Financial Officer (CFO) to join our executive team. The CFO will play a crucial role in shaping the financial strategy of the company and ensuring its financial health. The ideal candidate will have a strong background in finance, strategic planning, and leadership, with a proven track reco...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...