- A degree in a finance related field such as a BCom, BusSc
- A wealth management or investment management qualification recognized by the FSCA
- A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous
- At least 2 years' experience as a Client Wealth Manager, Financial Advisor or Planner
- Experience in investment advisory and financial planning. Estate planning will be advantageous
- A proven track record in client management and acquisition
- Manage the existing clients and build long lasting relationships.
- Introduce additional clients to the business with a focus mainly on the high-net-worth individuals.
- Assess clients' financial needs and risk profiles.
- Share knowledge and product expertise with clients.
- Be willing to learn about specific offshore investment related products and structures and offer these market leading products to chosen existing and potential clients.
- Propose investment solutions to clients taking cognisance of each client's risk profile and financial needs.
- Executing and implementing an ongoing client service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed.
- Display a professional and service orientated approach to clients.
- Ensure all work is in line with company compliance standards and regulatory policies/standards.
- Apply a friendly and professional approach when dealing with colleagues and other businesses.
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Wealth Management Analyst
Found in: beBee Professionals ZA - 2 days ago
We are beBee Professionals, a leading financial services provider in Johannesburg, and we are looking for a Wealth Management Analyst to join our team. · The successful candidate will be responsible for providing financial advice and services to our clients, including portfolio m ...
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Wealth Manager
Found in: Executive Placements ZA C2 - 4 days ago
Curiska Johannesburg, South AfricaHiring: Wealth manager in Rosebank · Responsibilities: · Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's · Estate planning · Retirement planning · Education planning · Make detailed recommendations ...
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Wealth Manager
Found in: Talent ZA C2 - 6 days ago
Crayon Johannesburg, South Africa Full timeTo find out more, click Apply or head on over to Crayon to review the full spec and apply? · How you'll role · In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achie ...
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Senior Audit Manager: Wealth
Found in: Talent ZA C2 - 2 days ago
Nedbank Johannesburg, South AfricaRequisition Details & Talent Acquisition Consultant · Req Tshegofatso Semenya · Job Family · Risk, Audit and ComplianceCareer Stream · AuditingLeadership Pipeline · Manage ManagersJob Purpose · The purpose of GIA is to provide independent, objective assurance to the Nedbank Group ...
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Life and Investment Administrator
Found in: Job Placements ZA C2 - 3 days ago
The Recruitment Council Johannesburg, South AfricaAttention to Detail & Organizational Skills? Join a fantastic Wealth Management Team in Krugersdorp · Are you a highly organized individual with a keen eye for detail? Do you thrive in a fast-paced environment and enjoy providing exceptional support? Then we want to hear from yo ...
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Investment Business Consultant
Found in: Talent ZA 2A C2 - 5 days ago
Featherway Johannesburg, South AfricaInvestment Business Consultant · Location: Johannesburg · Reporting to: Francise principal · Remuneration: R – R40 000 with commission · Start Date: February / March 2024 · We are looking for a highly presentable Investment Business Consultant to join our team. Investment knowled ...
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Financial Advisor
Found in: Job Placements ZA C2 - 3 days ago
Micah Govender Developments Johannesburg, South AfricaBusiness Description: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. · Comp ...
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Financial Advisors
Found in: Job Placements ZA C2 - 3 days ago
Micah Govender Developments Johannesburg, South AfricaBusiness Description: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. · Comp ...
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Financial Advisor
Found in: Job Placements ZA C2 - 3 days ago
Micah Govender Developments Johannesburg, South AfricaBusiness Description: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. · Comp ...
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Business Development Manager
Found in: Talent ZA C2 - 3 days ago
Tipp Focus Johannesburg, South Africa Full timeAbout the Company · Company's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of the company. Our fast-paced and d ...
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Finance Data Analyst
Found in: Executive Placements ZA C2 - 7 hours ago
Ultra Personnel Johannesburg, South AfricaPurpose of roleFinancial data management & data processing · Create financial models. · Management Information analysis · Business Information models · Analysing data trends · Interpreting and visualizing data · Data quality · Building automation for finance and operations team · ...
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VAPS Sales Consultant
Found in: Talent ZA C2 - 6 days ago
Telebest Johannesburg, South Africa Full timeRequirements: · Matric / Grade 12 or SAQA Accredited Equivalent (Essential) · Regulatory Exam 5 (Advantageous) · Wealth Management Qualifications (Advantageous) · General Experience 1-2 years' telephonic sales experience (Essential) · Experience in Financial Services Industry (Ad ...
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High Advice Consultant
Found in: Talent ZA C2 - 6 days ago
Telebest Johannesburg, South Africa Full timeOur client has an opportunity available for a High Advice Consultant. · Requirements: · Matric or SAQA accredited equivalent- essential. · 120 FAIS credits NQF 5 in Wealth Management- essential. · RE5 and Class of Business- essential. · Relevant Finance degree or diploma would be ...
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Sales Consultant
Found in: Talent ZA C2 - 6 days ago
Telebest Johannesburg, South Africa Full timeOur client has an opportunity available for a Sales Consultant. · Requirements: · Matric or SAQA accredited equivalent- essential. · Regulatory exam 5 would be advantageous. · Wealth Management qualification would be advantageous. · 2+ years' experience in telephonic sales- essen ...
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Online Retail Key Account Manager
Found in: Executive Placements ZA C2 - 3 days ago
JeloCorp Johannesburg, South AfricaOur client, whom is a recognized leader in the consumer and SMB networking sector, is actively seeking a dedicated Online Retail Key Account Manager to spearhead our sales initiatives in online mortar retail spaces. If you are a results-driven professional with a wealth of experi ...
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Head of Marketing
Found in: Executive Placements ZA C2 - 7 hours ago
Ultra Personnel Johannesburg, South AfricaBachelors degree, or higher, in financial/business/commerce or Marketing Services or related fields; plus · any other formal business or marketing qualification and/or certificates will be helpful · Financial Business Unit Management/Distribution Channel Management or Marketing a ...
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Corporate Business Banker
Found in: Executive Placements ZA C2 - 5 days ago
Rory Mackie & Associates Johannesburg, South AfricaThe Corporate Business Banker will be responsible for the acquisition of new Corporate clients as well as the maintenance of existing clients. Whilst (in partnership with an Internal Consultant) delivering exceptional client service to business clients and being a connector and a ...
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Online Retail Account Manager
Found in: Executive Placements ZA C2 - 5 days ago
JeloCorp Johannesburg, South AfricaAbout the Job: · Our client, a recognized leader in the consumer and SMB networking sector, is actively seeking a dedicated Online Retail Account Manager to spearhead our sales initiatives in both online and brick-and-mortar retail spaces. If you a results-driven professional wit ...
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Financial Advisor
Found in: Talent ZA C2 - 6 days ago
Energy at Work Projects Johannesburg, South Africa Full timeIntroducing the Ultimate Wealth Management / Financial Adviser Opportunity · Are you ready to embark on a career where you can connect with High Net Worth Individuals and offer expert advice in the Short Term Insurance space? If you're nodding your head in agreement, keep readin ...
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Client Relationship/Practice Manager
Found in: Talent ZA 2A C2 - 5 days ago
The Corporate Circle Johannesburg, South AfricaClient Relationship/Practice Manager. R CTC. Sandton. · B Com or Equivalent degree with experience in the financial/investment/wealth management environment. Outstanding customer relationships with excellent communication skills. Excellent attention to detail and ability to ensu ...
Wealth Manager - Johannesburg, South Africa - Curiska
Description
Qualifications required:
Skills and experience required:
Job description: