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...
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...
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...
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...
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 ...
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-...
Manager, Marketing (Wealth and Investments) Job Overview Business Segment: Personal & Private Banking To build the Standard Bank brand and image by leading and providing a comprehensive range of corporate wear, promotional items and event branding items for Standard Bank South Africa. Provide leadership and guidance to optimise the Marketing Operations Function to enable the Brand and Marketing F...
Manager, Marketing (Wealth and Investments) Job Overview Business Segment: Personal & Private Banking To build the Standard Bank brand and image by leading and providing a comprehensive range of corporate wear, promotional items and event branding items for Standard Bank South Africa. Provide leadership and guidance to optimise the Marketing Operations Function to enable the Brand and Marketing F...
Manager, Business Development, Private Wealth Job Overview Business Segment: Corporate & Investment Banking Location: ZA, GP, Johannesburg, Baker Street 30 To be responsible for business development and marketing of Global Markets product capability to designated private wealth, financial advisors, intermediaries and discretionary fund managers. Identify structuring opportunities for growing the ...
Wealth Manager - PretoriaFull job descriptionIntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.We help people grow their savings, protec...
Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Act responsibly with work related resource...
Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Act responsibly with work related resource...
Wealth Manager
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...
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...
Private Banking Analyst Wealth page is loaded Private Banking Analyst Wealth Apply posted on Posted 30 Days Ago job requisition id R9499 Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new...
Private Banking Analyst Wealth page is loaded Private Banking Analyst Wealth Apply posted on Posted 30 Days Ago job requisition id R9499 Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new...
Wealth Manager
Manager, Business Development, Private Wealth Job Overview Business Segment: Corporate & Investment Banking Location: ZA, GP, Johannesburg, Baker Street 30 To be responsible for business development and marketing of Global Markets product capability to designated private wealth, financial advisors, intermediaries and discretionary fund managers. Identify structuring opportunities for growing the ...
Head: Wealth Management & Investment Tax page is loaded Head: Wealth Management & Investment Tax Apply locations Pinelands time type Full time posted on Posted 3 Days Ago job requisition id JR-53505 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Role Overview As part of the Old Mutual Limited Grou...
Head: Wealth Management & Investment Tax page is loaded Head: Wealth Management & Investment Tax Apply locations Pinelands time type Full time posted on Posted 3 Days Ago job requisition id JR-53505 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Role Overview As part of the Old Mutual Limited Grou...
The following: Qualifications: Post Graduate Degree in Financial Planning with CFP status. RE5. Experience: Min of 5 years' experience in the financial services industry. Minimum of 3 years training experience. Minimum of 3 years management experience. Minimum of 3 years' experience with internships and INSETA programmes. Thorough understanding of training processes. will enable you to: Duties in...
GPP a Titan Wealth CompanyGPP is a multi-award-winning UK-based financial services firm that provides execution, structured products, clearing, and custody services to broker-dealers, wealth managers, family offices, and professional traders. Clients are able to access the global financial markets via GPP's multi-asset class trading platform, which provides trade execution, clearing, and custody ...
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...
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