Get new jobs by email
- ...REQUIREMENTS: ~5–10 years’ experience as a Private Client Wealth Manager. ~2–5 years’ experience in high-net-worth and ultra-high... ...in funds under management (FUM) for the company and the Wealth Planner’s book. Development of a pipeline of new business from the company...
- ...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....
- ...Advisor, you will work closely with individuals, families, and business owners to help them achieve financial security and long-term wealth creation through tailored financial solutions. • Build and maintain long-term client relationships • Conduct financial needs...
- ...the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history). Provide sound personal financial planning advice. Apply financial knowledge in putting...
R 25,000 per month
...25,000 per month for the first 6 months, reducing to R20,000 per month thereafter. A leading wealth and investment management firm is seeking an experienced Wealth Planner to grow and manage a portfolio of high-net-worth and ultra-high-net-worth clients. This role focuses...- ...ambitious, driven individuals who are motivated by performance, income potential and building something of their own . As a Financial Planner, you’ll have the opportunity to develop your own client base, build lasting relationships and grow your business — with the support...
- ...levels of client service and relationship management Administration & Support Manage diaries and schedule meetings for the Wealth Planner/Advisor Record client interactions and update client records Maintain accurate client databases and documentation...
- ...Senior Wealth Manager | Bellville, Cape Town Hire Resolve is seeking a highly skilled and client-centric Senior Wealth Manager... ...benchmarks, and insured values in collaboration with the Wealth Planner. Instruction Management: Efficiently process and implement...
- ...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...
- ...To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection... .... Preferred Qualification - Certified Financial Planner (CFP) Experience - 3 to 5 years’ experience in Banking, Investment...
- ...To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection... .... Preferred Qualification - Certified Financial Planner (CFP) Experience - 3 to 5 years’ experience in a Banking, Investment...
- ...Job Title: Private Wealth Manager - Athena Report to: Samantha Bowen Seniority Level: Mid Career (4 - 6 yrs exp) Type: Permanent Duties and Responsibilities: Sales: Contacting potential clients and setting up initial meetings. Identify and pursue new...
- ...and entrepreneurial skills and must be able to work independently • Own transport, laptop and cellphone are mandatory • Fluent in English and Afrikaans To apply, use the link: ATripleA Recruitment and Temps #atriplea #recruitment #vacancy # wealth# advisor
- ...long-term client relationships. Financial Planning & Advisory Analyse clients' financial situations and develop personalised wealth management strategies. Recommend suitable investment, retirement, estate, and protection solutions. Provide ongoing financial...
- 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...
- ...Senior Wealth Administrator | Bloemfontein Hire Resolve is seeking a highly skilled Senior Wealth Administrator to join a premier wealth management team in Bloemfontein. This is an excellent opportunity for a senior professional to take ownership of client portfolios...
- ...Private Wealth Manager Seniority Level: Mid Career (4 - 6 yrs exp) Type: Permanent Location: CPT - Northern Suburbs Duties and Responsibilities Sales: Contacting potential clients and setting up initial meetings. Identify and pursue new business opportunities...
- ...Qualifications and Experience ~ Matric / Grade 12 ~2–4 years administrative experience in financial services, investments, or wealth management Advantageous Certificate or diploma in Finance, Business Administration, or Wealth Management Experience working...
- ...A leading fmcg company situated in Cape Town is urgently seeking the expertise of an experienced Planner to join their team. The successful incumbent for this position will be responsible for: Review Safety Stocks, Minimum Order Quantities (MOQs) & Lot Sizes on a...
- ...Location: On-site Johannesburg or Cape Town/Stellenbosch Employment Type: Permanent Industry: Wealth Management | Investments | Private Client Advisory WatersEdge Solutions is partnering with a boutique investment and wealth management firm to recruit a commercially...
- ...Financial Planner (Estate Planning) | Pretoria or Cape Town Hire Resolve is seeking a highly technical and detail-oriented Financial... ...Planner specializing in Estate Planning to join a premier wealth management division. This role is essential for supporting Wealth...
- ...Job Title: Planner Location: Cape Town, South Africa Hire Resolve's client is a leading urban planning and design firm dedicated to creating sustainable and vibrant communities in Cape Town. We specialize in land use planning, transportation planning, and environmental...
- ...financial planning, and technical research? A leading and well-established financial services firm is looking for a Junior Technical Wealth Specialist to join their dynamic team. ????????????: Bachelors degree in Finance, Investment Management, Economics, or related...
- Health & Wealth Advisor_Brokerage Sector: Medical/Insurance Location: Pretoria Salary: R 5000 (benefits: monthly fuel voucher, cell phone, laptop & commission) Purpose of job: To ensure team performance in line with set targets and compliance to membership...
- ...Business Management, or a related field. ~ A postgraduate qualification or additional studies in financial services, investments, or wealth management would be advantageous. ~ FAIS compliant or actively willing to complete the required regulatory examinations (RE5)...
- ...Hire Resolve's Client is seeking a dedicated and experienced Financial Planner to join their dynamic team. As a Financial Planner, you will work closely with clients to understand their financial goals, analyse their current financial situation, and develop personalised...
- ...An exciting opportunity exists for an experienced Material Planner to join a dynamic manufacturing environment. The successful candidate will be responsible for ensuring the efficient planning, coordination, and availability of materials to support production requirements...
- ...About This Opportunity Join Work-Force as a Wealth Manager in Johannesburg, where you will help clients build and preserve their wealth through personalized financial strategies. Role Overview In this position, you will: Assess clients' financial situations...
- ...Client in the MINING INDUSTRY requires the services of a Mine Planner at their plant in the North West area as soon as possible QUALIFICATIONS AND EXPERIENCE Degree in Mining Engineering or relevant At least 5 years experience in a mine planning environment long...
- ...through four main business clusters, namely Nedbank Corporate and Investment Banking, Nedbank Retail and Business Banking and Nedbank Wealth. Nedbank Group focuses on southern Africa, with the group positioned to be a bank for all - both from a retail and wholesale...