beBeeWealth Jobs in South Africa

Wealth Planning Opportunities · As a skilled Wealth Management Specialist, you will be responsible for building a scalable and sustainable financial services business. · All-in-One Tech Platform - Automate administrative tasks for more time focusing on client deals and growth opp ...

About This Role · You will be a key member of our team responsible for acquiring new clients and managing existing client portfolios. · You must have experience in wealth management, preferably at a leading bank or assurance company. A successful candidate should possess strong c ...

We are seeking an accomplished Administrative Support Specialist to provide exceptional day-to-day assistance to a seasoned Wealth Manager. · The ideal candidate will possess excellent administrative skills, outstanding communication abilities, and a keen eye for detail. · About ...

Investment Management Role · We are seeking an experienced investment professional to join our team as a wealth manager. In this role, you will be responsible for acquiring new clients and managing existing client portfolios. · You will deliver tailored investment solutions and o ...

We are seeking an accomplished Wealth Professional to assume a key role in our organization. · Job Description · <ol style= ...

Financial Planning Assistant · Serve as a strategic partner to wealth managers. · Efficiently manage administrative tasks and processes. · Analyze and prepare financial planning documentation. · Maintain open communication with clients. · Bachelor's degree in commerce or finance ...

Key Wealth Management Role Awaits · This is an exciting opportunity to work within a respected and professional wealth management business that prioritizes disciplined investment approaches and client-centric cultures. · ...

Financial Planning Specialist Opportunity · We are seeking a highly skilled professional to fill the role of Financial Planning Specialist. Key responsibilities include preparing Records of Advice and financial plans, conducting technical analyses, and collaborating with Wealth M ...

Investment Specialist UHNW Families Job · About the Role · You will be a key member of our team, supporting and managing relationships with ultra-high-net-worth families. · Key Responsibilities: · Build strong advisory relationships with UHNW clients through trusted insights and ...

About the Role · Do you thrive on building lasting connections and helping high-net-worth clients grow, protect, and manage their wealth? This is your chance to join a dynamic financial services team as a Private Banker. · You will provide tailored advice, innovative solutions, a ...

Job Title: Portfolio Strategist · Wealth managers play a critical role in guiding high-net-worth individuals toward their financial objectives. They design and manage investment portfolios, providing expert advice on asset allocation, risk management, and comprehensive financial ...

Financial Services Expert · We are seeking a highly skilled Financial Services Expert to join our team in Cape Town. As a key member of the advisory team, you will be responsible for providing expert advice on investment strategies, retirement planning, and tax planning. · The id ...

Job Opportunity · We are seeking an experienced and skilled professional to fill a key position in our organization. The successful candidate will be responsible for providing administrative support to the Wealth Manager or Advisor, assisting with client reviews, financial planni ...

Job Description: · Wealth Manager Assistant role involves day-to-day administrative and operational support to a Wealth Manager. · Manage client onboarding from start to finish · Handle compliance administration including FICA packs and record keeping · Prepare investment product ...

Job Description · We are seeking an experienced Wealth Management Professional to join our team. The ideal candidate will have a strong background in investment and wealth management, with a proven track record of delivering high-quality results. · This is a dynamic role that req ...