Wealth Manager jobs

Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN and smaller regions working remotely. Starting Date: Actively Seeking - ongoing open opportunities Remote or Hybrid options available Industry: Financial Services Mandatory required documentation: Updated DOFA and CV to be emailed to : Requirements: Grade 12 Degree related to Financial Industry preferred Certifie...

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...

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: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...

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 ...

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, ...

Our client is a leading global technology company providing software solutions for financial services for over 30 years, they offer innovative technology to empower financial professionals, enabling them to efficiently manage their businesses and deliver exceptional service to their clients. Our client has a comprehensive suite of software products covers various aspects of financial services, in...

Our client is a leading global technology company providing software solutions for financial services for over 30 years, they offer innovative technology to empower financial professionals, enabling them to efficiently manage their businesses and deliver exceptional service to their clients. Our client has a comprehensive suite of software products covers various aspects of financial services, in...

Our client is a leading global technology company providing software solutions for financial services for over 30 years, they offer innovative technology to empower financial professionals, enabling them to efficiently manage their businesses and deliver exceptional service to their clients. Our client has a comprehensive suite of software products covers various aspects of financial services, in...

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...

Our client is a leading global technology company providing software solutions for financial services for over 30 years, they offer innovative technology to empower financial professionals, enabling them to efficiently manage their businesses and deliver exceptional service to their clients. Our client has a comprehensive suite of software products covers various aspects of financial services, in...

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, ...

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...

Do you thrive in a support role and have what it takes to help make a Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more technical responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) You will be responsible for processing n...

Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to both prospective and existing clients of...

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 ...

Our Value Proposition: Up to 7 different income streams from services rendered to clients. Professional and Efficient office support. In-house Training, Support and Development Ongoing training and mentorship. Access to Liberty Product Specialists Fully paid office expenses. We are a dynamic company that provides you with all the support through our boutique type environment. We allow you to focu...

Our Value Proposition: Up to 7 different income streams from services rendered to clients. Professional and Efficient office support. In-house Training, Support and Development Ongoing training and mentorship. Access to Liberty Product Specialists Fully paid office expenses. We are a dynamic company that provides you with all the support through our boutique type environment. We allow you to focu...