Senior Wealth Manager – High Net Worth Clients - Johannesburg

A well-established private wealth firm seeks a Senior Wealth Manager to support and grow its high-net-worth client base with a focus on new client acquisition and onboarding. · Develop personalised financial plans and investment strategies for HNW clients · Conduct in-depth finan ...

This is a full-time on-site role located in Johannesburg for a Wealth Manager. The Wealth Manager will be responsible for advising and managing client portfolios, ...

We know that you have hopes for your future – your career, your personal development and of achieving great things. · We pride ourselves in helping our financial advisors to realize their worth.This is why we give each and every person who is contracted at Sanlam the opportunity ...

We know that you have hopes for your future – your career, your personal development and of achieving great things. · We pride ourselves in helping our financial advisors to realize their worth. ...

Provide new and existing clients with professional and relevant financial advice planning and products suited to their needs. Undertake procurement of sustainable business in accordance with business targets set. Maintain and service these clients as part of a long term relations ...

Wealth Manager role located in Johannesburg. · Advising and managing client portfolios. · Developing and implementing tailored financial plans. · ...

We are seeking a Senior Financial Advisor to join our on-site team in Johannesburg. This is a full-time role for an experienced professional who will provide expertise in financial planning, investment management, and retirement planning. · Analyzing clients' financial situations ...

Financial Planner. · Matric / Relevant NQF5 qualification / RE5. · ...

Welcome to FNB where experts come together and ignite effective change. · Designing customized lending structures for complex client situations · Creating bespoke financing arrangements secured by various asset types · Developing innovative lending solutions that preserve investm ...

To proactively acquire new clients and develop, · maintain and expand existing clients portfolios by leveraging market leading lending solutions · ...

We are looking for a Life Insurance Broker who will work with company clients to meet and review their portfolio providing professional financial advice. The ideal candidate should have minimum Matric with Tertiary Education in Finance related field Non-Negotiable (NQF5: Wealth M ...

+ Job summary: · Nedbank Private Wealth is seeking a dynamic and results-driven Wealth Acquisition Banker to join our team. In this role, you will be responsible for acquiring and nurturing new client relationships, · +Qualifications:Matric / Grade 12 / National Senior Certificat ...

As a senior manager you will be responsible for the overall management of the client portfolio allocated to you, including the management of junior members allocated to you. · ...

++Wealth Acquisition Banker: Building lasting client relationships and driving growth in the high-net-worth segment. · +To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences ...

Nuestro Sales Associate gestionará las necesidades del cliente garantizando un servicio excelente mientras vende nuestros productos y ayuda a manejar las necesidades comerciales del cliente. · ...

To proactively acquire new clients and develop maintain and expand existing clients portfolios by leveraging market leading lending solutions. · Provision of holistic appropriate lending solutions that solve for the needs of high net worth high-income clients · Deliver exceptiona ...

ThinkMarkets is a global financial technology company that provides multi-asset trading solutions to thousands of clients worldwide. Our mission is to bridge the gap between traders and investors by allowing access to global markets and products. · ...

To administer High Net worth deceased estates and to add value to the business by referring sales leads. · ...

We are seeking a highly skilled and motivated Senior Financial Advisor to join an elite team focused on delivering exceptional financial guidance to high-net-worth individuals and businesses. · Competitive Commission Structure: Attractive performance-based rewards. · ...

To proactively acquire new clients and develop maintain and expand existing clients portfolios by leveraging market leading lending solutions. · This role entails the provision of holistic appropriate lending solutions that solve for the needs of high net worth and high-income cl ...