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- Job Title: Wealth Adviser Assistant Location: Pretoria Salary: Competitive The Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational...
- ...SUMMARY: - POSITION INFO: Overview: Our client, a boutique investment advisory and wealth management firm, is seeking a Wealth Manager Assistant to join them at their Somerset West branch. With over R30 billion in assets under advice, the firm delivers...
Rory Mackie & Associates
Cape Town, Western Cape5 days ago - Health & Wealth Advisor_Brokerage Sector: Medical/Insurance Location: Pretoria Salary: R 5000 (benefits: monthly fuel voucher... ...• Formal report interpretation and reporting to Manager • Advising potential clients (face to face, telephonically and or electronically...
- ...SUMMARY: Provide the required and relevant professional assistance to the Wealth Manager or Advisor. POSITION INFO: Our client, with a national footprint, requires someone who can fulfil the position of Senior Wealth Assistant. Your: Formal Education:...
HR Genie
Bellville, Western Cape14 days ago - ...SUMMARY: - POSITION INFO: Overview: Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering...
Rory Mackie & Associates
Cape Town, Western Cape28 days ago - ...firm offering legal advice to UK and international businesses as well as individuals and families is seeking an experienced Private Wealth and Inheritance Paralegal to be responsible for supporting estate administration and private client matters through document...
Mayfly Agri (Pty) Ltd
Cape Town, Western Cape9 days ago - ...SUMMARY: The Senior Wealth Manager serves existing clients and supports Wealth Planners. POSITION INFO: We are looking for a financial advisor to manage an existing portfolio of clients for a fixed salary. Your: Formal Education: BCom Post Graduation...
HR Genie
Bellville, Western Cape16 days ago R 300,000 - 350,000 pa
...SUMMARY: Advice Digital Technical Specialist – Wealth POSITION INFO: Role: Advice Digital Technical Specialist – Wealth Category... ...financial planning and a passion for innovation, training, and adviser enablement. Key Responsibilities: Deliver training to...The Recruitment Council
Durban, KwaZulu-Natala month ago- ...SUMMARY: Wealth Management Associate | Claremont POSITION INFO: Key Result Area: Main Activities: 1. Administrative support to Wealth Manager a. Prepare and collate new client onboarding documentation. b. Oversee the management and updating of client CRM...
The Recruitment Council
Claremont, Cape Towna month ago - ...SUMMARY: Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town Job Description Position...
The Recruitment Council
Claremont, Cape Townmore than 2 months ago - ...SUMMARY: An Exciting Opportunity for an Experienced Wealth Advisor! POSITION INFO: An Exciting Opportunity for an Experienced Wealth Advisor A leading financial institution is seeking a highly skilled and passionate Private Wealth Advisor to join its...
The Recruitment Council
Johannesburg, Gautenga month ago - ...SUMMARY: Insure Adviser | Vredenburg POSITION INFO: Job description: The Adviser is responsible for the selling of short-term commercial insurance products and services to the right clients. Responsibilities: • Client face to face meetings...
The Recruitment Council
Vredenburg, Western Cape28 days ago - ...well-established financial services group is seeking a Regional Manager to drive the growth and positioning of their International Wealth Investment proposition within the local market. This role offers the opportunity to work closely with advisors and business...
Network Recruitment
Johannesburg, Gauteng29 days ago - ...SUMMARY: - POSITION INFO: Job Description: Position: ~ Facilitator - INSETA Wealth Management L5 Minimum Education and/or Qualifications required: Vocational qualification - As per QCTO requirements; one [1] Subject Level higher than being Facilitated...
SDC Group (Pty) Ltd
Johannesburg, Gauteng27 days ago - ...SUMMARY: Commercial Insurance Adviser – Durban POSITION INFO: A trusted financial services leader is seeking a driven professional to support client growth and retention in their broker distribution division. You''ll manage a portfolio, assist with underwriting...
Paton Personnel
Durban, KwaZulu-Natala month ago - ...SUMMARY: Wealth Manager | Bryanston, Cape Town, Stellenbosch POSITION INFO: Technical Competencies & Behaviors Investment Strategy and Portfolio Management: Advanced knowledge of various investment strategies and the ability to design and manage diversified...
The Recruitment Council
Bryanston, Sandtona month ago - ...Investment Banking, Nedbank Retail and Business Banking and Nedbank Wealth. Nedbank Group focuses on southern Africa, with the group... ...management needs personally and through the support of specialists by advising within regulatory framework Mitigate risk to Nedbank by...
- ...fast-paced and client-centric financial services environment? A high-performing Private Clients team in Umhlanga is on the hunt for a Wealth Manager Administrator to take full ownership of their growing investment and life administration book. This is a key support...
- ...clients' lives and helping them achieve financial freedom! If you're passionate about making a difference through financial planning, wealth management, and tailored advice, join our team and build a rewarding career where your impact counts.Qualifications: Matric (...
- ...SUMMARY: Junior Wealth Manager | Cape Town, Stellenbosch, Umhlanga, Bryanston POSITION INFO: Description of job responsibility/duty Wealth Management Develop and maintain strong relationships with high-net-worth clients. Understand clients'' financial...
The Recruitment Council
Cape Town, Western Capea month ago - ...Our client is looking for a Afrikaans speaking Wealth Assistant. Your: Formal Education Matric Appropriate Tertiary qualifications would be advantageous Experience Appropriate Administrative experience in the financial services industry is essential...
- ...We are looking for a Wealth Advisor (Private Banking) to act as an intermediary between our company and customers. You will provide our clients with financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to...
- ...Wealth Management Administrator Sandton Johannesburg Our Wealth Management client is looking for a Wealth Management Administrator with solid 5+ years experience within Wealth Management. To provide efficient, accurate, and professional administrative support for new...
- ...understanding of regulatory requirements will be key to success in this role. Key Responsibilities Full administrative support for the Wealth Manager’s investment and life portfolio. Manage calendars, schedule appointments, and coordinate internal and external meetings....
- ...this thinking. Our Vision is: To be the leader in client-centric wealth creation, management, and protection in South Africa; To be a... ...make you successful in this role? Assist in growing the Sanlam Adviser Business Be committed to the marketing plans and targets...
- ...We are seeking an experienced and highly skilled Wealth/Financial Planner to join our client's team. The ideal candidate will have a strong background in finance and wealth management, with proven experience in creating comprehensive financial plans for clients....
- Hire Resolve is proud to represent our client, a leading force in the wealth management industry, renowned for delivering bespoke financial solutions to ultra-high-net-worth individuals and families. As a trusted and innovative player in the private wealth sector, our...
- ...Financial Services and Credit Provider (NCRCP20). Job Description To 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...
- ...SUMMARY: Private Wealth Advisor | Witbank, Ermelo, Secunda, Nelspruit, North West POSITION INFO: Purpose of the role To deliver exceptional experience and education to Private Wealth/RMBPB clients on basic wealth creation, accumulation and overall protection...
The Recruitment Council
Ermelo, Mpumalangaa month ago - ...Apply Here: Position Preview ( Job Title: Private Wealth Manager Type of Work: Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTURE What role would...
