Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank products as well as approved third party s...
Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank products as well as approved third party s...
Sales Manager (Electronic Security Solutions)
Overview Job Title: Wealth Adviser Assistant Location: Pretoria Salary: Competitive The Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational skills, and the ability to work in a fast-paced environment. Key Responsibilities: Assist Wealth Advisers with client meeting...
Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank products as well as approved third party s...
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 ...
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 ...
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 ...
The main purpose of the Wealth Manger is to tell our story to as many ideal clients, to ensure increase in AUM as per targets, to cross sell the services of the business, to service clients according to SLAs and to work together to increase the business AUM as per company strategy. This is done by regular update in industry knowledge, working with the team of WMs and coordinating administration o...
Job Description 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 throug...
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...
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...
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...
Are 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 Degree. Advanced Post-Graduate Diploma...
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 ...
? Unlock Your Future as an Electronic Security Technician! ? We are looking for dedicated and skilled Electronic Security Technicians to contribute to our mission of creating safer environments for our clients. Position: Electronic Security Technician Responsibilities: Install, maintain, Configure and service electronic security systems including access control, CCTV, intrusion detection, and int...
PRINCIPLE ACCOUNTABILITIES 1. New Business Development and Marketing o Devise medium-term investment strategy to meet the growth of assets under management within a timeframe of 6 to 18 months. o Identify, develop and source new relationships with investment clients through personal and client referrals, internal networks and fostering greater collaboration within the group. o Building a network ...
PRINCIPLE ACCOUNTABILITIES 1. New Business Development and Marketing o Devise medium-term investment strategy to meet the growth of assets under management within a timeframe of 6 to 18 months. o Identify, develop and source new relationships with investment clients through personal and client referrals, internal networks and fostering greater collaboration within the group. o Building a network ...
These jobs were popular with other job seekers Insurance and Wealth Creation Professionals t/a IWCP Insurance and Wealth Creation Professionals t/a IWCP Market related negotiable based on experience EE/AA, Non EE/AA IntroductionWhere you'll workEstablished in 1998, this leading, award winning, global financial services company provides quality financial advice and wealth management solutions to i...
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...
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...
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...
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...
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...