Wealth Manager Jobs in Kwazulu Natal

Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional financial advice guidelines. Responsi...

Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional financial advice guidelines.Responsibi...

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 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.

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.

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...

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...

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...

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...

Requirements: 2-3 years in the financial services industry required. Relevant tertiary education or courses. Financial Services Industry. Understanding of FAIS and FICA legislation. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good verbal and written communications skills. High energy individual who is customer centric and relationship ori...

Reference: PE002389-RW-1 Our client in the Financial Services industry is currently looking to employ Financial Planning Partner Assistant based in KZN (Gillitts). A wonderful career opportunity awaits you. Requirements: 2-3 years in the financial services industry required. Relevant tertiary education or courses. Financial Services Industry. Understanding of FAIS and FICA legislation. Computer s...

Reference: PE002389-RW-1 Our client in the Financial Services industry is currently looking to employ Financial Planning Partner Assistant based in KZN (Gillitts). A wonderful career opportunity awaits you. Requirements: 2-3 years in the financial services industry required. Relevant tertiary education or courses. Financial Services Industry. Understanding of FAIS and FICA legislation. Computer s...

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...

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...

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...

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...

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...

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...

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...

Who are we?SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitablesolutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tiedadvisers 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 enduri...