About UsFNZ SA provides outsourcing and technology services to the retail investment market, as well as a unique wealth management platform and administration solution to enhance the customer experience.Effective administration of wealth management products requires resources with specialized knowledge and access to leading edge technology.FNZ's strategy is to build a sustainable and profitable B...
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...
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...
Support the Wealth Relationship Managers within Wealth and Investment in maintaining the assets under management and providing financial planning support where applicable, by maintaining a service based relationship which is credible and trustworthy.To ensure that the support team fulfil day-to-day operational activities, and manage projects that impacts the area, so that service excellence is up...
BDO helps a diverse range of clients with different needs. This is especially true of our Advisory Practice, which provides transaction, risk, wealth advisory, company secretarial, and HR services to clients navigating a range of challenges, changes, and opportunities. Our professionals are from a variety of multidisciplinary backgrounds, allowing us to deliver insightful, innovative solutions - ...
We bring an Out of the Ordinary approach to creating and managing wealth. Founded in South Africa as a small finance company, today we offer clients our services as a global bank and asset management group. Follow us on LinkedIn for unique insights from leading minds within the world of finance and Out of the Ordinary stories about our people, communities and partners.Description Reporting to the...
We are seeking dedicated and experienced individuals to join our dynamic teams around Gauteng to provide personalized financial solutions to high-net-worth individuals and families, helping them achieve their long-term financial goals. And collaborate with a team of professionals to deliver comprehensive wealth management services, including investment management, estate planning, tax strategies,...
We bring an Out of the Ordinary approach to creating and managing wealth. Founded in South Africa as a small finance company, today we offer clients our services as a global bank and asset management group. Follow us on LinkedIn for unique insights from leading minds within the world of finance and Out of the Ordinary stories about our people, communities and partners.Description Investec Sandton...
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...
We bring an Out of the Ordinary approach to creating and managing wealth. Founded in South Africa as a small finance company, today we offer clients our services as a global bank and asset management group. Follow us on LinkedIn for unique insights from leading minds within the world of finance and Out of the Ordinary stories about our people, communities and partners.Description of the role Fron...
We bring an Out of the Ordinary approach to creating and managing wealth. Founded in South Africa as a small finance company, today we offer clients our services as a global bank and asset management group. Follow us on LinkedIn for unique insights from leading minds within the world of finance and Out of the Ordinary stories about our people, communities and partners.Description Investec is a di...
Our client is on the hunt for an exceptional candidate to take on the role of Head of Strategic Wealth Management. Your role is to provide strategic direction in the development and delivering of Wealth management propositions across various advice-centered distribution channels within the company. The focus of the role is to provide thought leadership on Wealth management and advice processes an...
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...
We bring an Out of the Ordinary approach to creating and managing wealth. Founded in South Africa as a small finance company, today we offer clients our services as a global bank and asset management group. Follow us on LinkedIn for unique insights from leading minds within the world of finance and Out of the Ordinary stories about our people, communities and partners.Description of the role Inve...
These jobs were popular with other job seekers Insurance and Wealth Creation Professionals t/a IWCP Insurance and Wealth Creation Professionals t/a IWCP Reference: DBN000206-JC-1 Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independant Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an exciti...
Senior Manager, Segment (Wealth and Investment CVP) Job Overview Business Segment: Personal & Private Banking Location: ZA, GP, Johannesburg, Baker Street 30 To drive the design, implementation, enablement, scaling, entrenchment, commercialisation and execution of the customer segment value proposition/s and life journeys in country in collaboration with other Segments, Client Solutions, Digital-...
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...
These jobs were popular with other job seekers Insurance and Wealth Creation Professionals t/a IWCP Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn Insurance and Wealth Creation Professionals t/a IWCP Braamfontein, East Gate, Cresta, Woodmead, Rosebank, and Menlyn This consultancy that offers Life- and Investments Products for a well knownFinancial Corporate is looking for energet...
BDO helps a diverse range of clients with different needs. This is especially true of our Advisory Practice, which provides transaction, risk, wealth advisory, company secretarial, and HR services to clients navigating a range of challenges, changes, and opportunities. Our professionals are from a variety of multidisciplinary backgrounds, allowing us to deliver insightful, innovative solutions - ...
NMG Benefits provides consulting, actuarial, and administration expertise in the healthcare and retirement fund environments, and this extends to financial planning for individuals. This allows NMG to provide an end-to-end solution across the whole spectrum of financial needs of employers and their employees. Our goal is to ensure that the "common contract" between employer and employee which set...
BDO helps a diverse range of clients with different needs. This is especially true of our Advisory Practice, which provides transaction, risk, wealth advisory, company secretarial, and HR services to clients navigating a range of challenges, changes, and opportunities. Our professionals are from a variety of multidisciplinary backgrounds, allowing us to deliver insightful, innovative solutions - ...
Momentum, a financial services provider since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The Financial Manager role will manage the finance function through p...
As a Financial Services Network Consultant, your main duties will involve researching and making professional appointments within the financial services industry. You will be responsible for building and maintaining networks, identifying potential clients, and arranging meetings. This role requires a proactive approach to developing business relationships and achieving sales targets. Key Responsi...
Description Our prominent client in the Financial Services Industry, is seeking to employ experienced a Finance and Data Analyst based in Sandton, Johannesburg.Experience in Financial Services / Wealth Management and exposure to Power BI secures.A wonderful career opportunity awaits you.Requirements:LS; Power Bi; Internal Applications (proprietary systems built in- house).Appropriate qualificatio...