Jobs
>
Cape Town

    Wealth Manager - Cape Town, South Africa - PPS Recruitment

    PPS Recruitment
    PPS Recruitment Cape Town, South Africa

    Found in: Talent ZA C2 - 19 hours ago

    Default job background
    Description


    The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client's personal needs, goals and aspirations & risk management profile.

    Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey.

    Create develop, implement and maintain customized wealth plans to nurture prosperity and security over a client's life cycle.


    The Wealth Advisory team is looking for a Wealth Manager that can produce and achieve numbers of R60million Investment Gross Flows and R Annual Premium Income (API) by year 1.

    Essentially, we need an experienced Wealth Manager who has built up a sizeable book where that they can move into the PPS space and, if possible, dislodge business from other Wealth management businesses and even better if can bring it over to PPS.

    This is a variable earning role from month 25. It is a role of own lead generation for investments and risk clients.

    Locations:
    Durban, Umhlanga Ridge; Parktown, Johannesburg; Lynnwood, Tshwane; Garden Route (remote), Bloemfontein (remote) and Cape Town
  • The Recruitment Council

    Wealth Manager

    Found in: Job Placements ZA C2 - 3 days ago

    The Recruitment Council Cape Town, South Africa

    Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the ...

  • The Recruitment Council

    Wealth Manager

    Found in: Job Placements ZA C2 - 3 days ago

    The Recruitment Council Cape Town, South Africa

    Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that ...

  • The Recruitment Council

    Wealth Manager

    Found in: Job Placements ZA C2 - 19 hours ago

    The Recruitment Council CapeTown, South Africa

    The main purpose of the Wealth Manger is to tell our story to as many ideal clients, to ensure increase in AUM as per targets, to cross sell the services of the business, to service clients according to SLAs and to work together to increase the business AUM as per company strateg ...

  • Conova Recruitment

    Wealth Manager's Assistant

    Found in: Job Placements ZA C2 - 2 days ago

    Conova Recruitment Cape Town, South Africa

    Key Responsibilities:Administrative support to Wealth Manager:Prepare and collate new client onboarding documentation. · Oversee the management and updating of client CRM profile. · Liaise with external and internal providers on client specific queries and implementation of instr ...

  • Old Mutual

    Head: Wealth Management

    Found in: Talent ZA C2 - 2 days ago

    Old Mutual Cape Town, South Africa Full time

    Description · Role Overview · As part of the Old Mutual Limited Group Central Tax team (Group Tax), this executive role will lead a team of senior specialized tax professionals, overseeing the tax affairs of the Wealth Management & Investment Cluster at Old Mutual Limited. · Br ...

  • Conova Recruitment

    Wealth Management Assistant

    Found in: Job Placements ZA C2 - 3 days ago

    Conova Recruitment Cape Town, South Africa

    Key Responsibilities:Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Adm ...

  • The Recruitment Council

    Salaried Wealth Manager

    Found in: Executive Placements ZA C2 - 3 days ago

    The Recruitment Council CapeTown, South Africa

    Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance t ...

  • Featherway

    Wealth Manager Administrator

    Found in: Talent ZA 2A C2 - 3 days ago

    Featherway Cape Town, South Africa

    Wealth Manager Administrators · Location: Cape Town Northern Suburbs · Start Date: ASAP · Senior administrative team lead - Team management experience preferable · Remuneration: R R 28 000 · General investment administrator - Strong insurance and investment administration skills ...

  • PPS Recruitment

    Associate Wealth Manager Cape Town

    Found in: Talent ZA C2 - 2 days ago

    PPS Recruitment Cape Town, South Africa

    Job Purpose: · To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must be able to show abilities of business mana ...

  • SET Recruitment Consultants

    Wealth Manager

    Found in: Talent ZA C2 - 4 days ago

    SET Recruitment Consultants Stellenbosch, South Africa Full time

    Wealth Manager - Stellenbosch · Innovative bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Stellenbosch region. Build great relationships and deliver personalised service. Exciting career opportunity to build up a bo ...

  • CA Financial Appointments

    Wealth Administrator

    Found in: Job Placements ZA C2 - 2 days ago

    CA Financial Appointments Cape Town, South Africa

    My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. · Responsibilities: · Information gathering via the Astute system for the Para-Planners and Private Wealth Managers · Chase takeovers and send to providers and get confirmation that it is d ...

  • The Recruitment Council

    Internal Consultant

    Found in: Job Placements ZA C2 - 3 days ago

    The Recruitment Council Cape Town, South Africa

    Main Purpose of Job · To provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business. · Required Experience · 3-5 years experience as a paraplanner wit ...

  • Conova Recruitment

    Paraplanner

    Found in: Executive Placements ZA C2 - 2 days ago

    Conova Recruitment Cape Town, South Africa

    Key Responsibilities:Proposals and reporting for clients and prospects:Construct & produce Asset Allocation reports for existing clients. · Construct & produce Proposals for both new and existing clients. · Prepare Goals Based Wealth Management proposals and reports for clients. ...

  • SET Recruitment Consultants

    Senior Financial Advisor

    Found in: Talent ZA C2 - 4 days ago

    SET Recruitment Consultants Cape Town, South Africa Full time

    Senior Financial Advisor, W Cape · Entrepreneurial Bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Western Cape region. Exciting career opportunity to build a book of Wealth clients. · Main Responsibilities · Generat ...

  • Acuity Consultants

    OPERATIONAL RISK SPECIALIST – Gain Large Scale Risk Management expertise, leveraging actionable insight for SA's leading asset

    Found in: Talent ZA C2 - 2 days ago

    Acuity Consultants Cape Town, South Africa Permanent, Full time

    Job Description · This is a brilliant opportunity for an OPERATIONAL RISK SPECIALIST to gain Large Scale Risk Management, Compliance, and Operational Management expertise, while leveraging actionable insight for optimized efficiency & client service for South Africa's leading as ...

  • Acuity Consultants

    SENIOR INVESTMENT ANALYST – Drive VALUE PROPOSITION

    Found in: Talent ZA C2 - 2 days ago

    Acuity Consultants Cape Town, South Africa Permanent, Full time

    Job Description · This is an excellent opportunity for a SENIOR INVESTMENT ANALYST to be a key stakeholder advising on VALUE PROPOSITION, investment strategies, and solution offerings for SA's LEADING WEALTH MANAGEMENT PLATFORM. · This SENIOR INVESTMENT ANALYST role is based in ...

  • Acuity Consultants

    IT RISK MANAGER – Own LARGE-SCALE Governance

    Found in: Talent ZA C2 - 2 days ago

    Acuity Consultants Cape Town, South Africa Permanent, Full time

    Job Description · This is a phenomenal opportunity for an IT RISK MANAGER to OWN the large-scale Governance & IT Risk Management of a MASSIVE, data complex environment. Strategizing large-scale IT Cybersecurity for Africa's LEADING FINANCIAL SERVICES GROUP as they expand the sca ...

  • Acuity Consultants

    IT RISK/ CYBERSECURITY SPECIALIST – Gain LARGE SCALE risk management

    Found in: Talent ZA C2 - 2 days ago

    Acuity Consultants Cape Town, South Africa Permanent, Full time

    Job Description · This is an excellent opportunity for an IT RISK SPECIALIST to gain large scale IT risk management and cybersecurity expertise working for Africa's LEADING FINANCIAL SERVICES GROUP. Gain expertise strategizing large scale risk resilience as the Company expands t ...

  • CA Financial Appointments

    Settlement Officer

    Found in: Job Placements ZA C2 - 4 days ago

    CA Financial Appointments Cape Town, South Africa

    Established fund services team seeks a Settlement Officer to join them. This is a strong and stable team, looking for suitable candidates with no less than 2 years' experience in a similar role within fund services, wealth or similar with experience with international markets, an ...

  • The Recruitment Council

    Head of Wealth and Financial Planning

    Found in: Executive Placements ZA C2 - 3 days ago

    The Recruitment Council Cape Town, South Africa

    Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engageme ...