- 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
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Wealth Management Analyst
Found in: beBee Professionals ZA - 5 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 - 19 hours 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: Executive Placements ZA C2 - 2 days 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 would b ...
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Senior Audit Manager: Wealth
Found in: Talent ZA C2 - 6 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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Systems Engineer
Found in: Talent ZA C2 - 3 days ago
FNZ Group Johannesburg, South Africa Full timeAbout FNZ · FNZ was founded with a mission to use cutting edge technology to open up wealth – for end investors and business partners. · That means making wealth management more accessible and personalized for all people, not just high net worth. We believe everyone can create ...
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Financial Advisor
Found in: Job Placements ZA C2 - 7 hours 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 - 7 hours 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 - 7 hours 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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Investment Business Consultant
Found in: Talent ZA 2A C2 - 1 day 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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Business Development Manager
Found in: Talent ZA C2 - 2 hours 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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VAPS Sales Consultant
Found in: Talent ZA C2 - 2 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 - 2 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 - 2 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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Corporate Business Banker
Found in: Executive Placements ZA C2 - 1 day 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 - 1 day 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 - 2 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 - 1 day 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 ...
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Casino Risk Specialist
Found in: Job Placements ZA C2 - 1 day ago
Ideal Candidates Johannesburg, South AfricaSpecialised role with corporate company based in Sandton · Protect corporate assets by identifying fraudulent behaviour conducted by existing or new application players that attempt to defraud the company by identity theft or bonus abuse with the intention of exploiting temporary ...
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Senior Business Analyst
Found in: Talent ZA C2 - 6 days ago
Boardroom Appointments Johannesburg, South Africa Full timeContract Position · Minimum Requirements: · Advanced Diplomas/National · Preferred Qualification IT qualification · Business Analysis, Certificate in BA endorsed by IIBA · Safe Certification Essential Certifications Preferred Certifications IIBA endorsed · Minimum Experience Lev ...
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Credit Life Services Consultant
Found in: Talent ZA C2 - 2 days ago
Energy at Work Projects Johannesburg, South Africa Full timeJoin Our Team as a Credit Life Client Services Consultant · Are you an energetic, driven individual with a passion for customer service? If so, we have an exciting opportunity for you · Company Overview: One of the largest financial services providers are currently looking for tw ...
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?