Wealth Manager Jobs in Kwazulu Natal

Chief Operating Officer | UmhlangaJoin this boutique asset manager as a COO. The successful individual will be responsible for a broad level of operational duties that range from hands-on day to day management of all staff , providing strategic advice, identifying, executing existing and new operational systems and processes within this firm. The COO will oversee the company's full business opera...

Updating client portfolios Assist with planning and recommendation to clients on their portfilioPortfolio constructionLiaise with clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.Ensuring accurate and updated client information is kept at all times.

Updating client portfoliosAssist with planning and recommendation to clients on their portfilioPortfolio constructionLiaise with clientsUpdate client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.Ensuring accurate and updated client information is kept at all times.

Updating client portfolios Assist with planning and recommendation to clients on their portfilio Portfolio construction Liaise with clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS. Ensuring accurate and updated client information is kept at all times.

Join Our Dynamic Team! Are you a talented individual with a passion for numbers and a knack for financial strategy? Look no further! We're seeking 5 dedicated professionals to fill the following roles at the same company based in Durban North Kwa-Zulu Natal! 2x Junior Accountant : Are you fresh out of university, eager to kick-start your career in accounting? This is the perfect opportunity for y...

JOIN an opportunity aimed at enhancing your Career.Liberty offers comprehensive training for the next generation of Liberty Financial Advisers. Our program takes a holistic approach by incorporating technical, sales, and soft skills training to fully position the new advisers for success.The Financial Adviser in training will learn to build their practice with the learning from the support and gr...

Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilful response. For us at Sanlam, sustainable ...

Reference: KZN000392-KK-1 PORTFOLIO ADMINISTRATOR- WEALTH MANAGMENT Utilise your certification and experience in the wealth management environment to join this busy and dedicated team. Must have at least 4 years experience in a similar role and certification. T HIS VACACNY REQUIRES EXPERIENCE AND QUALIFCATION IN WEALTH/FINANCIAL MANAGMENT ENVIRONMENT Updating client portfolios Assist with plannin...

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...

Join Our Dynamic Team! Are you a talented individual with a passion for numbers and a knack for financial strategy? Look no further! We're seeking 5 dedicated professionals to fill the following roles at the same company based in Durban North Kwa-Zulu Natal! 2x Junior Accountant : Are you fresh out of university, eager to kick-start your career in accounting? This is the perfect opportunity for y...

Requirements:4-5 years in the financial services industry.Relevant tertiary education or courses.Exposure to financial planning.Understanding of FAIS and FICA legislationFinancial planning fundamentals and product knowledge.Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); SharePoint.XPlan; IWP & PGP (advantageous).Good verbal and written communications skillsHigh...

Join one of the leading independent Wealth Managers in an advisory role. Responsibilities: Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's Estate planning Retirement planning Education planning Make detailed recommendations taking cognisance of each client's risk profile and financial needs Create and implement ong...

Bring your wealth of experience, strategic mindset, and infectious energy to contribute to the growth of our business. No specific tyre fitment industry experience is required; we're seeking a results-driven leader with a proven track record in sales and a knack for building high-performance teams along with supporting administratively. Key Responsibilities: Leadership and Mentorship: Lead by exa...

Reference: KZN000392-KK-1 PORTFOLIO ADMINISTRATOR- WEALTH MANAGMENT Utilise your certification and experience in the wealth management environment to join this busy and dedicated team. Must have at least 4 years experience in a similar role and certification. T HIS VACACNY REQUIRES EXPERIENCE AND QUALIFCATION IN WEALTH/FINANCIAL MANAGMENT ENVIRONMENT Updating client portfolios Assist with plannin...

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...

Our client is looking for tech savvy and adaptable Financial Manager to join their team. The ideal candidate must have 15 years experience in a similar role as well as a proven track record working with the following: Advising and guiding in money investment Dealing with exchange rates, imports / exports (Forex) Adding value through wealth creation Forecasts & Budgeting Managing and leading a fin...

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client services support t...

Our reputable Industrial Battery client is seeking a Qualified CA (SA) to join their team as the Financial Manager based in Durban . Purpose of this Job: Finance Manager is responsible for the company's long-term financial health and growth. They establish strategies that will earn profits, oversee accounting operations, produce accurate reports on where money is going within the business and imp...

These jobs were popular with other job seekersAs a Group Treasury Manager, you will play a pivotal role in shaping the financial future of our organisation. You will be entrusted with overseeing daily operations related to our treasury function, developing strategic plans, and managing relationships with bankers. Your analytical skills will be put to good use as you consolidate and report on cash...

Who are we?SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building end...

SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relatio...

Our client is looking for tech savvy and adaptable Financial Manager to join their team. The ideal candidate must have 15 years experience in a similar role as well as a proven track record working with the following: Advising and guiding in money investment Dealing with exchange rates, imports / exports (Forex) Adding value through wealth creation Forecasts & Budgeting Managing and leading a fin...

Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility for preparing of client d...

Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility for preparing of client d...