Wealth Planner
Status Staffing · Posted today
About the role
/ Procurement BASIC SALARY : Market related START DATE : A.S.A.P REQUIREMENTS: 5-10 years' experience as a Private Client Wealth... Manager. 2-5 years' experience in high-net-worth and ultra-high-net-worth investment advisory and planning, financial planning
Wealth Management Operations Support
Rory Mackie & Associates · Posted today
About the role
financial services planning. They are seeking an Operations Support professional to assist the Wealth Manager.../s with administrative tasks. Responsibilities: Action requests received from your dedicated Wealth Manager/s in a timely manner Manage
Regional Manager – Financial Advisory & Wealth | Cape Town
The Recruitment Council · Posted 1 days ago
About the role
''s leading corporate financial brands. Operating across four core strategic verticals- Health, Wealth, Risk, and Corporate... their expansion, they are seeking a high-caliber Regional Manager to take strategic, operational, and leadership ownership
Regional Manager – Financial Advisory & Wealth | Gauteng
The Recruitment Council · Posted 1 days ago
About the role
with one of the country''s leading corporate financial brands. Operating across four core strategic verticals- Health, Wealth, Risk.... To support their expansion, they are seeking a high-caliber Regional Manager to take strategic, operational, and leadership
Relationship Manager - Wealth
K2 Recruit · Posted 2 days ago
About the role
Role Overview: The Relationship Manager is a key support role within the company's Cape Town Distribution Team, working... Business Consultants to focus on revenue-generating activities whilst the Relationship Manager ensures the engine behind the
Senior Wealth Manager / Wealth Advisor
WatersEdge Solutions · Posted 2 days ago
About the role
to recruit a commercially strong Senior Wealth Manager / Wealth Advisor . This role is suited to an experienced relationship-led... business growth. About the Role As Senior Wealth Manager, you will develop tailored investment strategies, manage client
Salaried Financial Planner (Client Portfolio Manager) | Newlands Cape Town
The Recruitment Council · Posted 3 days ago
About the role
Financial Advisory based in Newlands, Cape Town, specialising in local and offshore wealth management. They pride
Associate Wealth Manager
ARVO · Posted 4 days ago
About the role
ASSOCIATE WEALTH MANAGER Family Office Practice, Boutique Multi-Family Office. Location: Melrose Arch, Johannesburg... and family office service delivery. THE ROLE The Associate Wealth Manager (AWM) is the primary client contact
Wealth Manager | Sandton
The Recruitment Council · Posted 5 days ago
About the role
Role: Regional Manager Category: Wealth Management Location: Centurion Salary: Market-Related A leading financial... services group is seeking a dynamic Regional Manager to oversee its distribution strategy across a key region. Reporting to the
Business Development Manager | KZN
The Recruitment Council · Posted 5 days ago
About the role
, ensuring meticulous portfolio servicing and maintaining long-term wealth strategies. Professional Representation: Embody... and is ideally suited for established BDMs, Wealth Managers, Paraplanners, and Investment Consultants. Executive Presence
WEALTH MANAGER ASSISTANT – CAPE TOWN
The Recruiters · Posted 6 days ago
About the role
WEALTH MANAGER ASSISTANT CAPE TOWN Job Summary The primary objective of this role is to support Wealth Managers... and retirement fund administration. Key Areas of Responsibility 1. Wealth Manager Support Manage turnaround times and ensure
Wealth Investment Manager
The Recruitment Council · Posted 7 days ago
About the role
Job Description The Opportunity We are seeking a high-caliber Wealth Investment Manager (VP) to drive strategic growth... and international wealth advice, demonstrate strategic thought leadership, and act as a trusted advisor to sophisticated private clients
Regional Manager (Private Wealth Advisors) (CH1258)
Capital H Staffing and Advisory Solutions · Posted 9 days ago
About the role
Our client is a leading wealth management and financial services organisation seeking an experienced Regional Manager... within financial services, banking, insurance, wealth management, or investment services. 3-5 years' experience in a senior management
Associate Wealth Manager
ARVO · Posted 12 days ago
About the role
Job Description: ASSOCIATE WEALTH MANAGER Family Office Practice, Boutique Multi-Family Office. Location: Melrose... and family office service delivery. THE ROLE The Associate Wealth Manager (AWM) is the primary client contact
Wealth Manager (New Business)
The Recruitment Council · Posted 12 days ago
About the role
Role: Wealth Manager (New Business) Category: Wealth Management Location : Claremont Salary: Market-related... is looking for a Wealth Manager (New Business) to join their Wealth Management division. In this role, you will be the face of the firm
Wealth Manager (New Business) | Claremont
The Recruitment Council · Posted 12 days ago
About the role
Role: Wealth Manager (New Business) Category: Wealth Management Location : Claremont Salary: Market-related... is looking for a Wealth Manager (New Business) to join their Wealth Management division. In this role, you will be the face of the firm
Wealth Manager (New Business) | Claremont
The Recruitment Council · Posted 12 days ago
About the role
Wealth Manager (New Business) Main Purpose of Job The primary purpose of the Wealth Manager role is to share the... Family Office experience . Ultimately, the Wealth Manager contributes directly to growing the business's AUM and supporting
Regional Manager : Wealth Management
The Recruitment Council · Posted 12 days ago
About the role
Job Description Role: Regional Manager Category: Wealth Management Location: Centurion Salary: Market-Related A leading... financial services group is seeking a dynamic Regional Manager to oversee its distribution strategy across a key region
WEALTH AND RELATIONSHIP MANAGER - UHNW CLIENTS – REF9783
Claire Bourquin Recruitment Consultants · Posted 15 days ago
About the role
families. They actively nurture and maintain a healthy wealth preservation ecosystem for a select client base... their clients' every need with attentive, considered service. They call this Generational Wealth Curation. They only work with the
Private Wealth Manager
Carrick Wealth · Posted 20 days ago
About the role
Job Title: Private Wealth Manager - Athena Report to: Samantha Bowen Seniority Level: Mid Career (4 - 6 yrs exp... their financial objectives. Protect, secure and grow clients' wealth. Research available investment opportunities. Risk
Senior Wealth Manager
Techm Studios · Posted today
About the role
The role provides an opportunity to deliver independent, fee-based wealth advice and investment management services, including both onshore and offshore financial advice. Experienced Wealth Managers with an existing client book will be given preference, although candidates without an established book will also be considered. The opportunity is suited to individuals who are confident building relationships, networking and generating referrals through their professional and personal networks. Thi…
Wealth Management Operations Support
Techm Studios · Posted today
About the role
Overview: Our client, a global financial services operation, is a unique one-stop solution for wealth, asset management and stockbroking services. Their institutional knowledge and experienced team provide expert investment advice and diversified financial services planning. They are seeking an Operations Support professional to assist the Wealth Manager/s with administrative tasks. Responsibilities: Action requests received from your dedicated Wealth Manager/s in a timely manner Manage and cap…
Wealth Manager
FirstRand Bank · Posted today
About the role
Job Description As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our promise of staying curious to help our clients achieve their financial goals. Our purpose is to provide the right integrated advice through ap…
Wealth Manager
SM2 Talent · Posted today
About the role
About the role The main objective of this role it to service existing clients, including but not limited to portfolio reviews, income sustainability reporting, general queries and maintaining relationships with clients. You must have a full understanding of investment products, legislative requirements relating to investments and retirement, as well as tax in the context of financial planning. Duties include, but are not limited to: 1. Product Knowledge Full understanding of Investment Products…
Senior Wealth Manager
Network Finance · Posted today
About the role
Reference: NFR011352-Angie-1 An established financial services organization is expanding its Wealth Management team and is looking for motivated individuals to join its growing advisory business across Johannesburg, Pretoria and Cape Town. Duties & Responsibilities The role provides an opportunity to deliver independent, fee-based wealth advice and investment management services, including both onshore and offshore financial advice. Experienced Wealth Managers with an existing client book will …
Senior Wealth Manager
Network Finance · Posted today
About the role
Reference: NFR011352-Angie-1 An established financial services organization is expanding its Wealth Management team and is looking for motivated individuals to join its growing advisory business across Johannesburg, Pretoria and Cape Town. The role provides an opportunity to deliver independent, fee-based wealth advice and investment management services, including both onshore and offshore financial advice. Experienced Wealth Managers with an existing client book will be given preference, altho…
Senior Wealth Manager Johannesburg North
Network Finance · Posted today
About the role
Reference: NFR011352-Angie-1 An established financial services organization is expanding its Wealth Management team and is looking for motivated individuals to join its growing advisory business across Johannesburg, Pretoria and Cape Town. The role provides an opportunity to deliver independent, fee-based wealth advice and investment management services, including both onshore and offshore financial advice. Experienced Wealth Managers with an existing client book will be given preference, altho…
WEALTH MANAGER ASSISTANT – CAPE TOWN
Techm Studios · Posted today
About the role
WEALTH MANAGER ASSISTANT CAPE TOWNJob SummaryThe primary objective of this role is to support Wealth Managers with all administrative functions relating to the servicing of existing and prospective clients, with a particular focus on investment and retirement fund administration.Key Areas of Responsibility1. Wealth Manager SupportManage turnaround times and ensure deadlines are met.Provide prompt feedback and updates on tasks and client matters.Assist with day-to-day administrative support, inc…
Wealth Management Operations Support Market Related
Rory Mackie & Associates · Posted today
About the role
Description Overview: Our client, a global financial services operation, is a unique one-stop solution for wealth, asset management and stockbroking services. Their institutional knowledge and experienced team provide expert investment advice and diversified financial services planning. They are seeking an Operations Support professional to assist the Wealth Manager/s with administrative tasks. Responsibilities: Action requests received from your dedicated Wealth Manager/s in a timely manner Ma…
Para Planner
Techm Studios · Posted today
About the role
Minimum requirements: Relevant Bachelor's degree or financial planning qualification required RE5 required 13 years' experience in a Paraplanner, Assistant Paraplanner, Wealth Management or Financial Planning role. Strong understanding of financial planning and investment products . Strong understanding of FAIS/FICA and financial services compliance . Consultant: Gabi Le Cordier - Dante Personnel Centurion
WEALTH MANAGER ASSISTANT – CAPE TOWN
Techm Studios · Posted 7 days ago
About the role
WEALTH MANAGER ASSISTANT CAPE TOWN Job Summary The primary objective of this role is to support Wealth Managers with all administrative functions relating to the servicing of existing and prospective clients, with a particular focus on investment and retirement fund administration. Key Areas of Responsibility 1. Wealth Manager Support Manage turnaround times and ensure deadlines are met. Provide prompt feedback and updates on tasks and client matters. Assist with day-to-day administrative suppo…
Wealth Manager
FirstRand · Posted 7 days ago
About the role
To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. FNB introduction Welcome to FNB, the home of the changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, diverse minds, and an ada…
Wealth Manager Cape Town
The Recruiters Pty Ltd · Posted 7 days ago
About the role
WEALTH MANAGER ASSISTANT – CAPE TOWN Job Summary The primary objective of this role is to support Wealth Managers with all administrative functions relating to the servicing of existing and prospective clients, with a particular focus on investment and retirement fund administration. Key Areas of Responsibility 1. Wealth Manager Support Manage turnaround times and ensure deadlines are met. Provide prompt feedback and updates on tasks and client matters. Assist with day-to-day administrative sup…
Wealth Manager Assistant - Cape Town - Rk220926-4430
The Recruiters Pty · Posted 7 days ago
About the role
Introduction WEALTH MANAGER ASSISTANT – CAPE TOWN Job Summary The primary objective of this role is to support Wealth Managers with all administrative functions relating to the servicing of existing and prospective clients, with a particular focus on investment and retirement fund administration. Key Areas of Responsibility 1. Wealth Manager Support Manage turnaround times and ensure deadlines are met. Provide prompt feedback and updates on tasks and client matters. Assist with day-to-day admin…
Senior Business Analyst / Project Manager - Investment & Wealth Management Technology
REDi Recruitment · Posted 7 days ago
About the role
South Africa | Investment & Wealth Management | Technology Transformation Are you an experienced Business Analyst, Project Manager or Technology Consultant with a strong understanding of the investment or wealth management industry? We are looking for a senior professional to join a business delivering complex technology transformation, platform implementation and system migration projects across the investment and wealth management sector. This is an excellent opportunity for someone who enjoy…
Senior Business Analyst / Project Manager - Investment & Wealth Management Technology
REDi Recruitment · Posted 7 days ago
About the role
Introduction South Africa | Investment & Wealth Management | Technology Transformation Are you an experienced Business Analyst, Project Manager or Technology Consultant with a strong understanding of the investment or wealth management industry? We are looking for a senior professional to join a business delivering complex technology transformation, platform implementation and system migration projects across the investment and wealth management sector. This is an excellent opportunity for some…
WEALTH MANAGER ASSISTANT - CAPE TOWN - RK220926-4430 R30 000 Negotiable
The Recruiters Pty Ltd · Posted 7 days ago
About the role
WEALTH MANAGER ASSISTANT – CAPE TOWN Job Summary The primary objective of this role is to support Wealth Managers with all administrative functions relating to the servicing of existing and prospective clients, with a particular focus on investment and retirement fund administration. Key Areas of Responsibility 1. Wealth Manager Support Manage turnaround times and ensure deadlines are met. Provide prompt feedback and updates on tasks and client matters. Assist with day-to-day administrative sup…
Wealth Assistant
Techm Studios · Posted 7 days ago
About the role
Our client operates within the wealth management and financial services sector and is seeking a Wealth Assistant to provide administrative and operational support to Wealth Planners and Advisors. This role plays a critical part in ensuring the smooth implementation of client investment instructions, preparation of client reviews, and ongoing servicing of a sophisticated client base. The successful candidate will act as a key support function within the wealth team, assisting with new business i…
Wealth Management Administrator
Techm Studios · Posted 8 days ago
About the role
Key Responsibilities Administration (Investments, Long-term risk policies, Medical aid & GAP-cover)Process instructions including:New business applicationsAdvisor appointments on existing investments and policiesInvestment additional contributionsInvestment withdrawalsInvestment switches and transfersPrepare and submit documentation to product providersTrack and follow up on outstanding transactions with asset managers, investment platforms, insurance providers, medical aid and GAP-cover provid…
Associate Wealth Manager
ARVO · Posted 12 days ago
About the role
ARVO is a global executive search and recruitment firm that partners with fast-growing companies to place exceptional leadership talent. ASSOCIATE WEALTH MANAGER Family Office Practice, Boutique Multi-Family Office. Location: Melrose Arch, Johannesburg Reports To: Director / Head of Client Advisory Type: Permanent, Full-Time Experience: 3 – 5 Years ABOUT THE FIRM The firm is a boutique multi-family office based in Melrose Arch, Johannesburg, providing investment management and comprehensive fam…
Associate Wealth Manager
ARVO · Posted 12 days ago
About the role
Duties & Responsibilities ASSOCIATE WEALTH MANAGER Family Office Practice, Boutique Multi-Family Office. Location: Melrose Arch, Johannesburg Reports To: Director / Head of Client Advisory Type: Permanent, Full-Time Experience: 3 – 5 Years ABOUT THE FIRM The firm is a boutique multi-family office based in Melrose Arch, Johannesburg, providing investment management and comprehensive family office services to a select client base of high-net-worth and ultra-high-net-worth families . The firm oper…
Wealth Manager Menlyn/Montana
SM Squared Talent Limited · Posted 12 days ago
About the role
The main objective of this role it to service existing clients, including but not limited to portfolio reviews, income sustainability reporting, general queries and maintaining relationships with clients. You must have a full understanding of investment products, legislative requirements relating to investments and retirement, as well as tax in the context of financial planning. Duties include, but are not limited to: 1. Product Knowledge Full understanding of Investment Products, including but…
Wealth Manager R20 000 - R30 000
SM Squared Talent Limited · Posted 12 days ago
About the role
The main objective of this role it to service existing clients, including but not limited to portfolio reviews, income sustainability reporting, general queries and maintaining relationships with clients. You must have a full understanding of investment products, legislative requirements relating to investments and retirement, as well as tax in the context of financial planning. Duties include, but are not limited to: 1. Product Knowledge Full understanding of Investment Products, including but…
Associate Wealth Manager
ARVO · Posted 13 days ago
About the role
ASSOCIATE WEALTH MANAGER Family Office Practice, Boutique Multi-Family Office. Location: Melrose Arch, Johannesburg Reports To: Director / Head of Client Advisory Type: Permanent, Full-Time Experience: 3 – 5 Years ABOUT THE FIRM The firm is a boutique multi-family office based in Melrose Arch, Johannesburg, providing investment management and comprehensive family office services to a select client base of high-net-worth and ultra-high-net-worth families . The firm operates across domestic and i…
Business Development Manager
Techm Studios · Posted 15 days ago
About the role
Key Responsibilities: Identify and develop new business opportunities within Financial Advisors existing client portfolios. Support Financial Advisors with prospecting, business development and client engagement initiatives. Execute client advisory plans and annual review processes in collaboration with Financial Advisors. Assist Advisors in developing their value proposition and pricing frameworks. Support the assessment and improvement of Advisor practices through business assessment tools, d…
Practice Manager - Wealth and Asset Management
ARVO · Posted 22 days ago
About the role
ARVO is a global executive search and recruitment firm that partners with fast-growing companies to place exceptional leadership talent. PRACTICE MANAGER Operations Leadership · Boutique Multi-Family Office · Melrose Arch, Johannesburg Location: Melrose, JHB Reports To: Director / Head of Client Advisory Direct Reports: 7 Reports Type: Permanent, Full-Time Experience: 3 to 5 Years ABOUT THE FIRM The firm is a boutique multi-family office based in Johannesburg, providing investment management an…
Wealth Investment Manager | Gauteng
The Recruitment Council · Posted 23 days ago
About the role
About Our Client We are currently recruiting on behalf of a premier financial services firm known for its commitment to service excellence and sophisticated global investment solutions . Operating within an open architecture environment, our client empowers high-net-worth (HNW), ultra-high-net-worth (UHNW), and Family Office clients with holistic, market-leading advice . The Opportunity We are seeking a high-caliber Wealth Investment Manager (WIM) to play a key role in driving growth, gathering…
Junior Wealth Manager / Wealth Management Associate
4C Recruitment Services · Posted 26 days ago
About the role
Introduction An exciting opportunity is available for a high-calibre, early-career finance or investment professional looking to build a long-term career in Wealth Management. This role is ideally suited to a graduate with approximately 1–2 years' experience within investments, wealth management, financial planning, private banking or a related financial services environment . You will gain hands-on exposure to investment portfolios, financial products, client relationships and wealth managemen…
Wealth Manager Assistant (PTA)
The Talent Experts · Posted 27 days ago
About the role
About the Opportunity Wealth Manager Assistant Menlyn, Pretoria Market related Great wealth management starts behind the scenes. Be the organised, proactive professional who keeps clients and Wealth Managers moving forward. Is this you? Detail-driven, responsive and naturally organised, you take pride in accurate work and excellent service. You’re proactive rather than waiting to be asked, communicate confidently with clients and colleagues, and importantly, you’re fluent in both Afrikaans and …
Junior System Support Consultant – Financial Planning / Wealth Management
Green Marble Recruitment Consultants · Posted 27 days ago
About the role
Reference: JHB002604-SS-1 CALLING ALL GRADUATES JUNIOR SYSTEM SUPPORT CONSULTANT – FINANCIAL PLANNING / WEALTH MANAGEMENT Location: Pretoria East Employment Type: Permanent Remuneration: Market-related / Negotiable Are you a recent graduate, tech-savvy, with a strong interest in Wealth Management, Investments, and Financial Planning ? Our client, a well-established organisation within the Wealth Management and Financial Services sector, is seeking a Junior System Support Consultant to join thei…
JUNIOR SYSTEM SUPPORT CONSULTANT â FINANCIAL PLANNING / WEALTH MANAGEMENT
Techm Studios · Posted 28 days ago
About the role
Minimum Requirements A relevant completed Bachelors Degree is essential i.e: Financial Planning. Investment Management. Economics and Risk Management Investment / Financial Analysis. Bilingual - Afrikaans and English (Must be able to serve clients in Afrikaans). Recent graduates and candidates with limited working experience are encouraged to apply. A genuine interest in the Wealth Management and Investment industry is essential. Comfortable working with calculations, financial information and …
Wealth Manager Assistant (PTA) - Gauteng, Pretoria
The Talent Experts · Posted 28 days ago
About the role
Wealth Manager Assistant Menlyn, Pretoria Market related Great wealth management starts behind the scenes. Be the organised, proactive professional who keeps clients and Wealth Managers moving forward. Is this you? Detail-driven, responsive and naturally organised, you take pride in accurate work and excellent service. You're proactive rather than waiting to be asked, communicate confidently with clients and colleagues, and importantly, you're fluent in both Afrikaans and English. What you'll b…
JUNIOR SYSTEM SUPPORT CONSULTANT – FINANCIAL PLANNING / WEALTH MANAGEMENT
Green Marble Recruitment Consultants · Posted 28 days ago
About the role
CALLING ALL GRADUATES! JUNIOR SYSTEM SUPPORT CONSULTANT – WEALTH MANAGEMENT Location: Pretoria East Key Responsibilities: Assist Financial Advisers with system-related queries Develop knowledge of Financial Planning & Wealth Management Gain exposure to investment products and financial planning processes Work with specialist wealth management software Build a long-term career within the Financial Services industry Are you a recent graduate, tech-savvy, and interested in Wealth Management, Inves…
Legal Counsel (Retail) - Financial Services | Investment & Wealth Management
Active Recruitment · Posted 28 days ago
About the role
Introduction About the Opportunity Our client is one of the largest insurance and financial services providers in South Africa, with a diverse portfolio spanning asset management, alternative investments, stockbroking, collective investment schemes, and local and offshore wealth platforms. They're looking for a Legal Counsel (Retail) to join their Legal, Governance team, providing business-focused legal advice, contract support and product support to the retail side of the business. This is a g…
Senior Wealth Manager
Hire Resolve · Posted 29 days ago
About the role
Senior Wealth Manager | Bellville, Cape Town Hire Resolve is seeking a highly skilled and client-centric Senior Wealth Manager to join a premier financial services firm in Bellville. This role is vital for providing comprehensive financial advice and strategic portfolio management to an existing client base while driving new business growth. Key Performance Areas: Portfolio Reviews: Analyze client portfolio performance and prepare detailed review reports in strict accordance with company standa…