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wealth-manager jobs in SouthAfrica

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Total Records found - 137
1 ] Wealth manager - Pretoria, Gauteng
Employer :Network Finance
Description :A fast growing organization in the financial services industry is currently recruiting for a wealth manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven. Duties: Advise the companys clients on all aspects of offshore financial planning and wealth management Adopt a holistic approach in managin
28 Jul 2020
2 ] Wealth manager - Pretoria, Gauteng
Employer :Network Finance
Description :A fast growing organization in the financial services industry is currently recruiting for a wealth manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven. Duties: Advise the companys clients on all aspects of offshore financial planning and wealth management Adopt a holistic approach in managin
14 Aug 2020
3 ] Wealth manager - Pretoria, Gauteng
Employer :Network Finance
Description :A fast growing organization in the financial services industry is currently recruiting for a wealth manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven. Duties: Advise the companys clients on all aspects of offshore financial planning and wealth management Adopt a holistic approach in managin
12 Sep 2020
4 ] Wealth Manager - Cape Town, Western Cape
Employer :Collier Recruitment
Description :A well-established and independently owned Financial Advisory Company with specialist offshore financial services is looking to employ a high level Wealth Manager with vacancies in Cape Town and Durban. The company is interested in highly motivated, entrepreneurial and target driven individuals with a passion for team work and excellence. The successful candidate would be able to dictate their own working agenda that suits their work-life balance with guidance and support from the Directors to
14 Jan 2020
5 ] Wealth manager - Pretoria, Gauteng
Employer :Network Finance
Description :A fast growing organization in the financial services industry is currently recruiting for a wealth manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven. Duties: Advise the company’s clients on all aspects of offshore financial planning and wealth management Adopt a holistic approach in managi
06 Jul 2020
6 ] Wealth manager - Durban North, KwaZuluNatal
Employer :Network Recruitment (South Africa)
Description :Job Description: A fast growing organization in the financial services industry is currently recruiting for a wealth manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven. Duties: Advise the company’s clients on all aspects of offshore financial planning and wealth management Adopt a holistic
31 Jul 2020
7 ] Wealth manager - Pretoria, Gauteng
Employer :Network Recruitment (South Africa)
Description :Job Description: A fast growing organization in the financial services industry is currently recruiting for a wealth manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven. Duties: Advise the company’s clients on all aspects of offshore financial planning and wealth management Adopt a holistic
12 Sep 2020
8 ] Wealth Manager - Port Elizabeth, Eastern Cape
Employer :HR Options Staffing
Description :Job Title: Wealth ManagerLocation: Port ElizabethEmployment: PermanentReports to: Operational ManagerWealth Manager Team Leader (dotted line supervision)Supervision of: Supervision of staff according to FSB regulations (if applicable)Job objectiveThe Wealth Manager is responsible for the management and supervision of clients wealth portfoliosDuties: 1.Investment Reviews1.Research of investment portfolios and investment performance of all clients and preparation of review reports.2.Ensure reviews
14 Dec 2019
9 ] Wealth Administrator - Menlyn Park, Gauteng
Employer :BDO South Africa
Description :Job Description: BDO Pretoria has a vacancy for a Wealth Administrator. Reporting to the Admin Manager, BDO Wealth Advisers. Responsibilities will include providing support to the Wealth Advisers with the following: Process new business applications from the Wealth Adviser Process increases and alterations on existing business Liaison with clients, written and verbal communication Capturing and maintaining workflow on the workflow system Scan and save all client related documents Personal dev
23 Nov 2019
10 ] Wealth Administrator - Foreshore, Western Cape
Employer :BDO South Africa
Description :Job Description: BDO Cape Town has a vacancy for a Wealth Administrator. Reporting to the Admin Manager, BDO Wealth Advisers. Responsibilities will include providing support to the Financial Advisers with the following: Process new business applications from the Wealth Advisor Process increases and alterations on existing business Liaison with clients - written and verbal communication Capturing and maintaining workflow on the workflow system Scan and save all client related documents Per
02 Feb 2020
11 ] JUNIOR WEALTH MANAGER - Pietermaritzburg, KwaZulu-Natal
Employer :Accountancy Placements
Description :Our reputable client in the banking industry is seeking a Junior Wealth Manager with 2-3 years experience in the relevant sector. The successful candidate is a required to be a Certified Financial Planner. DUTIES: The candidate will initially assist with wealth proposals across a wide spectrum of wealth solutions / products both domestically and internationally The Junior Wealth Manager will be client facing and after some time will be required to manage his /her own clients
26 Nov 2019
12 ] Wealth Manager International - DBN Durban, KwaZuluNatal
Employer :Nedbank
Description :Nedbank Recruiting Job Classification Profile: A well networked individual with extensive experience in international investments, either from within an SA Wealth Management business or internationally. Proven track-record in generating new business in a client facing capacity. Location Park Square Campus - Durban Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage Self: Professional FAIS Affected FAIS Affected - Yes Job Purpose To source new international investmen
11 Sep 2020
13 ] Wealth/Investment adminstrator - Johannesburg, Gauteng
Employer :Dynexity
Description :Our client, a global independent Wealth Management Business with offices in both South Africa and the UK, is looking for an account manager, who has experience with opening and closing wealth management accounts. This group has over 6000 client accounts and the cornerstones of their business are to provide clients with personalized service and to build meaningful, lasting partnerships. We are looking for a candidate with a financial background coupled with a minimum of 2 years of work experience
12 Apr 2020
14 ] Wealth Manager Acquisition KZN - Durban, KwaZulu-Natal
Employer :Nedbank
Description :Nedbank Recruiting Job Classification Job Family Wealth Management Career Stream Advisory Leadership Pipeline Manage Self: Professional FAIS Affected FAIS Affected - Yes Job Purpose To acquire new business thus managing clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy. Job Responsibilities Procurement of new business for Nedbank Private Clients by: Networking and seeking out op
08 Nov 2019
15 ] Wealth Planner Assistant - Cape Town, Western Cape
Employer :Guardian Recruiting
Description :Job Specifications; Ensure all documentation and information is prepared in accordance to company policies Implementation of clients’ instructions i.r.o. investments, insurance policies Obtain confirmation from service providers regarding implementation instructions above Written communication/confirmation to clients’ regarding investment instruction implementation Follow up on outstanding/incomplete client business and consult with/remind the wealth planner Prepare an extensive handover file fo
26 Jan 2020
16 ] Old Mutual Wealth - Pinelands, Western Cape
Employer :Old Mutual Life Assurance Company
Description :Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 17 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience. The role interacts with
14 Mar 2020
17 ] Wealth/Portfolio Manager (CFP) - Pretoria, Gauteng
Employer :Network Recruitment (South Africa)
Description :Job Description: My client who is a focused team of individuals in the Asset Management space with over a decade of experience in individual asset management portfolios, is looking to add an exceptional talent to their close-nit team of dedicated individuals. The typical successful candidate is one who has experience in handling portfolios of high nett worth clients, is highly active in financial markets and who is able to enter a team and work immediately. Education: BCom Honours in Invest
21 Aug 2020
18 ] Health & Wealth Adviser - Pretoria, Gauteng
Employer :AtripleA Recruitment
Description :Location not available Permanent R5000 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 processes for new business and the retention of existing members. To contribute towards the organizational growth by applying the most effective selling techniques of selling and retention functions wit
22 Nov 2019
19 ] Sales | Marketing | Relationship manager | Wealth management - Reservoir Hills, KwaZuluNatal
Employer :Featherway Recruiting
Description :We are looking for entrepreneurial individuals to be trained in wealth management and creation as Relationship Managers/ Financial Advisers, to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients.www.herefordgroup.co.zaJob description.· Sourcing and meeting potential clients.· Establish their financial needs and goals.· Enabling a professional Financial Needs Analysis to be drafted.· Dispen
29 Jun 2020
20 ] Junior/Support Relationship Manager | Centurion - Centurion, Gauteng
Employer :PSG Wealth Financial Planning (Pty) Ltd
Description :PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups and we encourage people with disability to apply. Job description: The Junior Relationship Manager is responsible for support to the Relationship Managers and managing business partner relationships and identify new and develop cur
15 Sep 2020
21 ] General Manager, designated Key Individual MD Designate - Somerset West, Western Cape
Employer :Consolidated Wealth and Management SA Pty Ltd
Description :A newly established Corporate Finance company in SA, a subsidiary of a global group with Head Office based in London UK, is launching its SADEC office in Somerset West, Cape Town.We are looking for a highly well presented, well groomed and extremely well spoken, degreed individual, results orientated with global exposure in the regulated financial markets, specifically in the UK, to take charge of the SA office servicing the SADEC region.The applicant will be degreed with a minimum of a MBA, a H
23 Feb 2020
22 ] Digital marketing & metrics analyst - Bellville, Western Cape
Employer :PSG Wealth Financial Planning (Pty) Ltd
Description :Job title: Digital marketing & metrics analyst Career level: Mid-Level Qualification BCom, BBusSci, BSc Location: Tygervalley, Bellville Company industry: Financial sector Employment status: Full Time Years of experience: 2+ years digital or analytical PSG commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants fr
16 Nov 2019
23 ] Receptionist - Pretoria, Gauteng
Employer :PSG Wealth Financial Planning (Pty) Ltd
Description :Job description: To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration. Responsibilities: Office administration: Purchase/ order general supplies Petty Cash Organize couriers Attend to client follow up calls when required in relation to seminar and function attendance. Manage Adviser diaries Reception duties: Answering/redirecting all incoming calls, taking messages. Boardro
18 Mar 2020
24 ] Executive Assistant to Chairman - Somerset West, Western Cape
Employer :Consolidated Wealth and Management SA Pty Ltd
Description :A newly established Corporate Finance company in SA, a subsidiary of a global group with Head Office based in London UK, is launching its SADEC office in Somerset West, Cape Town.We are looking for a highly well presented, well groomed and extremely well spoken, degreed individual, results orientated with global exposure in the regulated financial markets, specifically in the UK, to take charge of the SA office servicing the SADEC region to assist the Chairman in the execution of his duties not
23 Feb 2020
25 ] Administrative Assistant - Paarl, Western Cape
Employer :PSG Wealth Financial Planning (Pty) Ltd
Description :Job title: Administrative Assistant Career level: Junior Qualification: Grade 12 Location: Paarl Company industry: Financial sector Employment status: Full Time Years of experience: 1 year PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups and we encourage people with disability to
01 Feb 2020
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