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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...
...practice with the learning from the support and grooming of Sales Managers, experienced Financial Advisers, and will receive training from... ...investments, insurance, and retirement planning, thus creating wealth and peace of mind for their clients.
Conduct detailed clients'...
Liberty
Umhlanga, KwaZulu-Natal
more than 2 months ago
...medium-term investment strategy to meet the growth of assets under management within a timeframe of 6 to 18 months. o Identify, develop and... ...within the professional and retirement market o Represent Wealth Advisory investment philosophy/views to colleagues, clients and...
...Qualifications required:
A degree in a finance related field such as a BCom, BusSc
A wealth management or investment management qualification recognized by the FSCA
A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification...
...and finds common ground with a widening range of stakeholders.
- Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
- Inform and educate customers on products and services to ensure retention of existing customers...
Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative...
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...
...Hiring: Wealth manager in Rosebank
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...
Key Responsibilities: Administrative support to Wealth Manager: Prepare and collate new client onboarding documentation. Oversee the management and updating of client CRM profile. Liaise with external and internal providers on client specific queries and implementation...
...click Apply or head on over to Crayon to review the full spec and apply?
How you'll role
In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both...
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...
Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business. Qualifications...
The role is purely back-office:
...relating to the services we offer Identifying risks at client level Maintaining records of all interactions with clients Support Wealth Managers as required in providing a client servicing function Add hoc duties as may be required from time to time Qualifications and...
The focus of the role is to provide thought leadership on Wealth management and advice processes and to promote and operationalise vertical integration of the wealth management strategy, with the ultimate aim of enabling financial advisers to manage and enhance the financial...
Qualifications: Degree in Business Management/Business Sciences/Finance/Economics related Post graduate diploma in financial planning Certified... .... Proficiency in the creation of: Governance Frameworks Wealth Management Strategies Investment Advice and Advice processes Financial...
...Compliance
Career Stream
Auditing
Leadership Pipeline
Manage Managers
Job Purpose
The purpose of GIA is to provide... ...Communicating standards to others
Insurance (mandatory); advantageous wealth, asset management and banking
Consolidate data from various...
...The Talent Expert's job vacancy, Career and Recruitment Job title : Wealth Manager Assistant jobs in Western Cape Job Location : Western Cape, Bellville Deadline : April 28, 2024 Quick Recommended Links Is this you?
~ If you said yes and you know what it takes to...
The Talent Expert
Bellville, Western Cape
19 days ago
...Telesure Investment Holdings's job vacancy, Career and Recruitment Job title : Sales Manager: 1Life and Wealth jobs in Gauteng Job Location : Gauteng, Deadline : April 22, 2024 Quick Recommended Links Description
Manage and coordinate 1Life's sales function including...
Telesure Investment Holdings
Gauteng
26 days ago
...toleranceAnswer clients questions and address concernsGive advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goalsRegularly review clients bank and other accounts and analyze...
