Wealth Management Jobs
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Search Results - Wealth Management Jobs
The Recruitment Council-Centurion
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 delivery of Wealth management propositions across various advice...
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Frogg Recruitment SA-Cape Town
Wealth Management Assistant Claremont, Cape Town
Our client a Wealth Management company is looking for a Wealth Management Assistant provides administrative support to a Wealth Manager in all aspects of their portfolio.
Salary: Market related...
The Recruitment Council-Centurion
Our client is on the hunt for a candidate to take on the role of the Head of Wealth Management. The successful candidate will need to offer investment support and implement the wealth management value proposition and solutions for the Financial...
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Conova Recruitment-Cape Town
of instructions.
• Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth Manager.
• Manage the process of preparation of client review packs (with assistance from administrative team and Paraplanners where necessary...
The Recruitment Council-Centurion
The Wealth Management Specialist is responsible for evaluating clients’ financial situations, crafting customized investment plans, and offering ongoing advice to enhance their wealth. The role involves regular portfolio reviews and strategy...
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Frogg Recruitment SA-Claremont
Wealth Management Assistant Claremont, Cape Town
Our client a Wealth Management company is looking for a Wealth Management Assistant provides administrative support to a Wealth Manager in all aspects of their portfolio.
Salary: Market related...
Veblen Director Programme-South Africa
Wealth Management Consultant
The Veblen Director Programme is a respected organization that seeks a highly skilled finance expert to join its advisory board. As a member of this esteemed group, you will contribute your expertise to drive strategic...
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The Recruitment Council-Johannesburg
Job Title: Wealth Manager (Hybrid)
Role Overview:
The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client''s financial circumstances...
4 similar jobs: Newcastle, Durban, Cape Town, Pretoria
African Ambition-Johannesburg
and provide risk management insights.
• Collaborate with senior managers, attend meetings, and gain exposure to wealth management operations.
• Provide administrative support and ensure compliance with regulations.
Requirements:
• Degree in Finance...
People Dimension-Pretoria
Introduction
A leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team.
Duties...
HR Genie-Mdantsane
The Wealth Manager is responsible for:
• Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;
• Support to Wealth Planners in terms of generating new business and preparing proposals...
6 similar jobs: Bhisho, Port Elizabeth, East London, Vereeniging, Pretoria...
The Recruitment Council-Johannesburg
Position: Private Wealth Advisor
The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions...
The Recruitment Council-Bedfordview
Contribute to building and maintaining strong, long-term client relationships
Minimum Qualifications & Skills
CFP® certification or actively pursuing CFP® qualification (required)
Grade 12 (Matric)
Wealth Management or similar qualification (minimum 120...
The Recruitment Council-Cape Town
Our client, a leading Wealth & Investment Firm, is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division.
This successful individual will need to achieve financial objectives in chosen Regional...
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Shift Pursuit-Cape Town
A prestigious financial advisory firm in Rondebosch, Cape Town, is looking for an experienced Wealth Manager to join their team. This is an opportunity to work with high-net-worth clients, providing expert financial planning and investment...
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