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 work Established in 1998, this leading, award winning, global financial services company provides quality financial advice and wealth management solutions to ...
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...
Have you found your groove in doing admin and support for Financial Planners? Is this you? You've worked in a support role supporting Financial Advisors but you're keen to make a change and take on more technical responsibilities as you settle in your new role and grow in the world of financial planning. What you'll be doing (and why you'll enjoy it) You will be responsible for processing new bus...
Senior Technician: Security Industry We have an exciting new opportunity for an experienced Senior Security Technician to join our vibrant, fast-growing team and Technical Department within the Security industry. The successful candidate will need a proven track record in maintaining company policy, adopting best practices and achieving the goals of the Technical Division as well has have the nec...
Our client in the Financial Services sector based in Umhlanga, Durban is seeking the services of an experienced Assistant / Financial Services Administrator to assist a Wealth and Portfolio Manager. This role will only suit a candidate who has a thorough knowledge of Financial Services industry. The ideal candidate will have strong administrative skills and be able to deliver excellent customer s...
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...
A prominent Wealth Management firm is seeking an experienced Wealth and Investment Manager to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth HNW clients. The ideal candidate should possess a deep understanding of investment and wealth management, investment strategies, offshore and local structuring, and financial planning, coupled 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...
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 with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigiousBank. 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 i...
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 ...
Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You've got the admin skills with a can-do attitude and on top of this, you are passionate about financial planning. What you'll be doing (and why you'll enj...
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...
Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You've got the admin skills with a can-do attitude and on top of this, you are passionate about financial planning. What you'll be doing (and why you'll enj...
We require a committed, hardworking and motivated individual to join our Security team as a Security Manager. The successful applicant will be responsible for the supervision of Security Supervisors and Security Officers. The Security Manager will be responsible for: -Management and posting of Security staff at all client sites-Ensure efficiency and productivity of Security Staff, including Secur...
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 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...