- Achieve objectives and targets through effective planning, lead management, and engaging with potential clients
- Identify and target key stakeholders and ensure strong relationships are fostered
- Contact potential clients and create a rapport by networking and following up on leads
- Conduct in depth needs analyses and provide comprehensive wealth planning to clients
- Provide sound advice on Investments, Wealth and Estate planning.
- Maintain an internationally recognised customer experience
- Ongoing servicing of client book
- Conduct regular meetings with key clients
- Minimum requirement: NQF5 qualification
- 2+ years' experience in a financial advisory role
- Financial planning and sales experience
- An RE 5 qualification will be highly advantageous
- High-performing and target driven
- The ability to work independently
- A transferable book of AUM will be beneficial
- Offshore experience will be beneficial
-
Wealth Manager
1 week ago
Crayon Johannesburg, South Africa**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 achieve both the company's goals and objectives as well as your own. You will provide bespoke ...
-
Wealth Manager
10 hours ago
Curiska (Pty) Ltd Johannesburg, South Africa**Qualifications required**: · - 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 qualificati ...
-
Wealth Manager
1 week ago
CA Financial Appointments Johannesburg, South AfricaJoin one of the leading independent Wealth Managers in an advisory role. · **Responsibilities**: · - Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's · - Estate planning · - Retirement planning · - ...
-
Independent Wealth Manager
1 week ago
Milford Blake Executive Search Johannesburg, South AfricaWith the provision of significant qualified leads, the Wealth Manager's main responsibility is to drive penetration into the banking customer base through relationship building and offering clients fully independent wealth and financial planning solutions. · - Independent Practit ...
-
Wealth Management Analyst
4 days ago
FirstRand Johannesburg, South AfricaJob Description · To provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeho ...
-
Wealth Management Analyst
1 week 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 ...
-
Wealth Management Associate Claremont
1 week ago
The Recruitment Council Johannesburg, South AfricaJoin one of South Africa's leading Independant FSP's as a Wealth Management Associate. You will provide professional administrative support (70%) and preparation of technical analysis (30%) to an allocated wealth manager as well as a leading wealth management division in ensuring ...
-
Wealth Manager
1 week ago
Efficient Frontier Recruitment Sandton, South AfricaA prominent **Wealth Management firm** has a specialist opportunity for an **experienced** Wealth Manager to play a pivotal role in providing investment, wealth and estate planning services to mainly high-net-worth individuals and families. · Initially the incumbent would assist ...
-
Head Marketing Wealth Management Sa
4 days ago
Nedbank Johannesburg, South Africa**Job Classification** · - **REQ: Refilwe Falatsi**: · - **Closing Date: 28 April 2023**: · - **Division: Wealth Management SA (Client Enablement)**: · - **Employment Equity Statement: Preference will be given to individuals from underrepresented groups.** · - Job Family- Marketi ...
-
Salaried Wealth Manager Cape Town
6 days ago
The Recruitment Council Johannesburg, South AfricaKey Responsibilities: · Client Management: · - Conduct comprehensive financial assessments to understand clients; current financial situations, goals, and aspirations. · - Oversee and regularly review the portfolio of clients, adhering to established business protocols. · - Deliv ...
-
People Source Johannesburg, South Africa**Private Wealth/Asset Management Administrator** **based in Rosebank**. R20 000 to R25 000 with a 13th cheque. Successful Private Wealth management team requires an additional team member to be involved in an administration and client servicing role which includes new business o ...
-
Regional Head Wealth Management Cape Town
3 days ago
The Recruitment Council Johannesburg, South AfricaOur client, a leading Wealth & Investment Firm is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division. · This successful individual will need to achieve financial objectives in chosen Regional market segments through stakeholder ...
-
Wealth Management Adviser
1 week ago
Source and Select Sandton, South Africa**_ Our clients come from all walks of life and so do we We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger._** · **Why You?** · Welcome, you made it to the job description page Let's do ...
-
Wealth Investment Manager
1 week ago
Absa Bank Limited Sandton, South AfricaBring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...
-
Manager Investments Wealth
1 week ago
Absa Bank Limited Sandton, South AfricaBring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...
-
The Recruitment Council Johannesburg, South AfricaEnabling learning and development for the company's stakeholders through analysis, design, development, implementation and evaluation of learning solutions in order to achieve the company's strategic objectives. · **Responsibilities**: · - Facilitate sensemaking on business imper ...
-
Wealth Manager
20 hours ago
Curiska Johannesburg, South AfricaQualifications required: · 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 wou ...
-
Wealth Manager
23 hours ago
The Recruitment Council Johannesburg, South AfricaPRINCIPLE ACCOUNTABILITIES · 1. New Business Development and Marketing · o Devise medium-term investment strategy to meet the growth of assets under management within a timeframe of 6 to 18 months. · o Identify, develop and source new relationships with investment clients through ...
-
Senior Manager: Credit Wealth
1 week ago
Absa Bank Limited Sandton, South AfricaBring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...
-
Wealth Relationship Manager
1 week ago
Treetop Recruitment Kempton Park, South AfricaWe have an opportunity with an impressive, leading and established client that produces, and specialises in, precious metals, especially gold. · There is an opportunity for a highly numerate Account Manager type to manage communication with international clients. This position wi ...
Wealth Manager - Johannesburg, South Africa - Crayon
Description
To 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 achieve both the company's goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire to continuously learn and upskill yourself.
What you'll do
What you'll need
To find out more, click Apply or head on over to Crayon to review the full spec and apply?