Wealth Manager jobs

Attend to all existing client queries and requests Handle, maintain, and track of all leads received by the Wealth Specialist Maintenance, reconciliation and submission of the Wealth Specialist teams daily recon template and daily figures Liaison with all clients allocated to the Wealth Specialist team Making and confirming of appointments for the Wealth Specialist as well as ensuring they have t...

Umhlanga. Completed RE5 and FSP licence with 2-5 years experience in high and ultra-high net wealth investment advisory and planning, financial planning, and estates planning secures Client Relationship Specialist position with bespoke concern within the Wealth Management industry with local and international clients. The role requires dealings with existing clients. Attend to all existing client...

Hiring: Wealth manager in RosebankResponsibilities:Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio'sEstate planningRetirement planningEducation planningMake detailed recommendations taking cognisance of each client's risk profile and financial needsCreate and implement ongoing service plans to ensure client portfolio...

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...

These jobs were popular with other job seekersOur client is a reputable Wealth Advisory offering superior private wealth solutions executed by experienced investment and advisory professionals. Duties & ResponsibilitiesThe main purpose of the role entails supporting management in setting and executing actions managing all aspects of risk within the business units. This includes the identification...

Crescent Star Pty Ltd is a privately-held investment company based in La-Lucia, Durban. The company is seeking to employ an experienced & skilled IT Manager. A dedicated individual able to support the company IT systems at all times with knowledge and exposure towards latest technologies and resource improvements. The ideal candidate will have a wealth of experience providing complete oversight o...

Job & Company Description: Are you a seasoned financial expert with a knack for managing the financial intricacies of a distribution business? We're seeking a highly skilled Chartered Accountant (CA) with a specialization in South Africa (CA(SA)) to join this dynamic team as a Financial Manager. If you possess a wealth of experience in financial management within the commercial sector, coupled wi...

Our client is the holding company of some of South Africa's leading financial service providers. Their portfolio includes short-term insurers, a long-term insurer, health insurance as well as an insurance and personal finance comparison platform. They seeking a passionate and leading Regional Sales Manager who will be responsible for the Tied Financial Advisory Services strategy, tactically posit...

Job & Company Description: Are you a seasoned financial expert with a knack for managing the financial intricacies of a distribution business? We're seeking a highly skilled Chartered Accountant (CA) with a specialization in South Africa (CA(SA)) to join this dynamic team as a Financial Manager. If you possess a wealth of experience in financial management within the commercial sector, coupled wi...

Job & Company Description:This company stands as the premier partner for insurance entrepreneurs, committed to enriching their clients' wealth, building lasting legacies, and driving innovation in the industry. Emphasizing strength, power, and efficiency, they uphold a performance-driven culture supported by advanced systems and services that deliver exceptional value. As pioneers in empowering t...

Job & Company Description: This company stands as the premier partner for insurance entrepreneurs, committed to enriching their clients' wealth, building lasting legacies, and driving innovation in the industry. Emphasizing strength, power, and efficiency, they uphold a performance-driven culture supported by advanced systems and services that deliver exceptional value. As pioneers in empowering ...

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 ...

Reference: NFE007281-OND-1 If you're ready to take the next step in your career and make a lasting impact in the distribution industry, apply now to join this team as a Financial Manager! Job & Company Description: Are you a seasoned financial expert with a knack for managing the financial intricacies of a distribution business? We're seeking a highly skilled Chartered Accountant (CA) with a spec...

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 ...

Overview (Area:) Umhlanga(Salary:) Market Related(Ref: AG) Our client seeks to appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years direct experience in a similar position, with a minimum of 3 years as a private wealth manager. Strong and fundamental understanding and knowledge of Financial Markets, Securities and Financial Instruments being Equities, Fixed Income, ...

Reference: NFE007275-SUZ-1 Are you a meticulous, results-driven BCom candidate looking for your next big opportunity? We have the perfect role for you! Apply now to become a Financial Manager at our dynamic short-term insurance company in North Johannesburg. Your next career milestone awaits! Job & Company Description: This company stands as the premier partner for insurance entrepreneurs, commit...

Reference: VAC-109342_1709218434 Posted: February 29, 2024 Fawkes and Reece are working with a design and build construction company that are on the look out to add a Mechanical Contracts Manager to their London division. An established business that has a strong reputation of completing projects in the full 360, and aim to self-deliver all MEP. After securing several new Commercial and Data Cent...

These jobs were popular with other job seekers Reference: PE002303-VD-1 Our client in the Financial Services industry is seeking to employ an experienced Data and Management Information Systems (MIS) Manager to their team. This role is based in Sandhurst, Johannesburg. A wonderful career opportunity awaits you. Duties & Responsibilities Requirements: Appropriate qualification.Experience in financ...

OVERALL PURPOSEThe role requires one to manage a book of Ultra High Nett-Worth clients and be the primary contact for client families and co-ordinate their overall affairs and engagement with the Company. It will involve close and regular interaction with clients and third parties of the Group as well as with internal departments and business units. PRINCIPAL ELEMENTS & ACCOUNTABILITIES? Build an...

Role purpose: You will bring a wealth of insurance experience to enhance the creation and development cutting-edge insurance products. This role is pivotal in bridging the gap between telco capabilities and the insurance opportunities that exist, ensuring that the 7 markets implement the most efficient and effective products tailored to their unique markets. Responsibilities: Champion Insurance M...

Role purpose:You will bring a wealth of insurance experience to enhance the creation and development cutting-edge insurance products. This role is pivotal in bridging the gap between telco capabilities and the insurance opportunities that exist, ensuring that the 7 markets implement the most efficient and effective products tailored to their unique markets.Responsibilities:Champion Insurance Mana...

Crescent Star Pty Ltd is a privately-held investment company based in La-Lucia, Durban. The company is seeking to employ an experienced & skilled IT Manager. A dedicated individual able to support the company IT systems at all times with knowledge and exposure towards latest technologies and resource improvements. The ideal candidate will have a wealth of experience providing complete oversight o...

Role purpose: You will bring a wealth of insurance experience to enhance the creation and development cutting-edge insurance products. This role is pivotal in bridging the gap between telco capabilities and the insurance opportunities that exist, ensuring that the 7 markets implement the most efficient and effective products tailored to their unique markets. Responsibilities: Champion Insurance M...

Overview (Area:) Umhlanga(Salary:) Market Related(Ref: AG) Our client seeks to appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years direct experience in a similar position, with a minimum of 3 years as a private wealth manager. Strong and fundamental understanding and knowledge of Financial Markets, Securities and Financial Instruments being Equities, Fixed Income, ...