Jobs
>
Stellenbosch

    Wealth Advisor - Stellenbosch, South Africa - SET Recruitment Consultants

    SET Recruitment Consultants
    SET Recruitment Consultants Stellenbosch, South Africa

    Found in: Talent ZA C2 - 1 week ago

    SET Recruitment Consultants background
    Full time
    Description

    Wealth Advisor - Stellenbosch

    Expanding bank seeks client-orientated indiv for Fin Advisory / Wealth business. Pivotal role to acquire and manage a portfolio of High-Net-worth client in the Stellenbosch region. Build great relationships and deliver personalised service. Exciting career opportunity to build book of clients from scratch.

    Main Responsibilities

    • Instrumental role in Wealth and Estate Planning. Manage financial planning.
    • Acquire and manage portfolio of High-Net-Worth clients in Stellenbosch region.
    • Acquire new clients through internal and external networks.
    • Manage pipeline to acquire and retain clients.
    • Service new and existing clients.
    • Provide comprehensive wealth planning to clients.
    • Strong focus on Investments plus Fiduciary and risk products, etc.
    • Conduct meetings with clients.
    • Proactively review clients changing needs and financial circumstances.
    • Provide excellent Customer Relationship Mgt.
    • Provide sound business mgt practices e.g. segmentation, servicing, etc.
    • Build relationships across other divisions.
    • Key role to build the profile of Wealth team in the Stellenbosch branch.

    Qualifications and Experience:

    • CFP an advantage.
    • 6 to 10 years experience in Investments / Wealth.
    • Well connected in Western Cape - Stellenbosch region.
    • Strong knowledge of Investment solutions etc.

    Should you be interested in this exciting opportunity:

    • Please submit your CV online.
    • For any queries, please contact Bev at SET on
    • No WhatsApp CVs can be accepted.
    • Looking forward to hearing from you.
  • The Recruitment Council

    Wealth Manager

    Found in: Job Placements ZA C2 - 6 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 ...

  • Conova Recruitment

    Wealth Manager's Assistant

    Found in: Job Placements ZA C2 - 5 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 ...

  • Bertlie Recruitment

    Financial Advisor

    Found in: Job Placements ZA C2 - 2 days ago

    Bertlie Recruitment CapeTown, South Africa

    Our client who is aleading wealth management firm that focuses on offering our clients bespoke financial products that allow them to diversify their investments and grow their money offshore and in local markets is looking for experienced Financial Advisors. · Qualifications and ...

  • Set Consulting

    Senior Financial Advisor

    Found in: Talent ZA 2A C2 - 6 days ago

    Set Consulting Cape Town, South Africa

    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 ...

  • CA Financial Appointments

    Paraplanner

    Found in: Job Placements ZA C2 - 6 days ago

    CA Financial Appointments Cape Town, South Africa

    My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team. · Responsibilities: · Provide investment planning technical support ...

  • Acuity Consultants

    Product Specialist

    Found in: Talent ZA C2 - 4 days ago

    Acuity Consultants Cape Town, South Africa Permanent, Full time

    Job Description · This is an excellent opportunity for a product specialist to drive new product development & value proposition for Discretionary Fund Management Investment products for South Africa's leading asset & wealth management platform. · Based in Cape Town / Johannesbu ...

  • HR Genie

    employee benefit consultant

    Found in: Job Placements ZA C2 - 2 days ago

    HR Genie Cape Town, South Africa

    The following education, experience and and langauge skills: · B.Com-degree or Post Graduate Diploma in Financial Planning; · FAIS Accredited (NQF Level 7 or higher); · RE5; · CFP; · At least 7 years experience in the Employee Benefits industry in a consultancy role; · Excellent ...

  • Rory Mackie & Associates

    Financial Advisor

    Found in: Executive Placements ZA C2 - 6 days ago

    Rory Mackie & Associates Cape Town, South Africa Full time

    Overview: · Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Ba ...

  • Status Staffing

    Medical Aid Advisor

    Found in: Talent ZA C2 - 5 days ago

    Status Staffing Cape Town, South Africa

    Our client in Pinelands who specializes in Investment and Wealth Management is looking for a professional Medical Aid Advisor to provide excellent customer service and Medical Aid advice. · A recent professional profile photo is to accompany your application · EMPLOYMENT TYPE : P ...

  • Headhunters

    Paraplanner

    Found in: Talent ZA 2A C2 - 1 day ago

    Headhunters Cape Town, South Africa

    Requirements: · Relevant investment/financial degree or diploma / qualification. · Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years work experience within a Financial Planning practice. · Knowledge of Financial Planning princi ...

  • Nedbank

    Broker Support Agent

    Found in: Talent ZA C2 - 6 days ago

    Nedbank Cape Town, South Africa

    Requisition Details & Talent Acquisition Contact · REQ: 131223 · Talent Acquisition Consultant: Lerato Sithole · Location: Western Cape · Cluster: Wealth- Insurance · Closing Date: 03 May 2024 · Job Family · Sales And ServicesCareer Stream · SalesLeadership Pipeline · Manage Self ...

  • Jobking

    Facilities and Office Administration Manager

    Found in: beBee S2 ZA - 6 days ago

    Jobking Cape Town, South Africa Full time

    Company-RBS · Reference # · Contract Type-Permanent · Salary-Market Related · Introduction · RBS is one of the largest fully fledged financial services advisory firms in Southern Africa. Our services cover a broad spectrum of needs including Insurance Broking, Risk Management, C ...

  • Nedbank

    Broker Support Agent

    Found in: beBee S2 ZA - 5 days ago

    Nedbank CapeTown, South Africa

    Requisition Details & Talent Acquisition Contact · REQ: 131223 · Talent Acquisition Consultant: Lerato Sithole · Location: Western Cape · Cluster: Wealth- Insurance · Closing Date: 23 February 2024 · Job Family · Sales And ServicesCareer Stream · SalesLeadership Pipeline · Manage ...

  • EY

    Human Capital Consulting

    Found in: Talent ZA C2 - 6 days ago

    EY Cape Town, South Africa

    People Consulting Services shapes and delivers the part of business strategy that depends on people. As a PAS professional, you will have the opportunity to work with global clients to understand and address some of their largest and most complex people related challenges, and ul ...

  • West Coast Personnel

    Personal Tax Senior

    Found in: Talent ZA 2A C2 - 6 days ago

    West Coast Personnel Cape Town, South Africa

    Position: Personal Tax Senior · Type: Full Time · Location: Work from home (South Africa) · Salary: Market related · You must have: · Be set up, to work from home and have a solution to load-shedding. · Experience in preparing Self Assessment Tax Returns for individuals in accor ...

  • Sanlam

    Head: Corporate Investment Solutions

    Found in: Talent ZA C2 - 1 day ago

    Sanlam Cape Town, South Africa

    Who are we? · Sanlam Investments · We offer a wide range of investment and financial planning solutions to protect and grow one's long-term wealth. · Sanlam Investments is one of South Africa's largest investment management companies, offering a comprehensive range of client-f ...

  • EY

    Human Capital Consulting

    Found in: beBee S2 ZA - 4 days ago

    EY Cape Town, South Africa

    People Consulting – Senior Manager · People Consulting shapes and delivers the part of business strategy that depends on people. As a People Consulting professional, you will have the opportunity to work with global clients to understand and address some of their largest and most ...