Date | 2024-06-08 |
---|---|
Job Title | Wealth Manager |
Employer | Curiska More Information |
Salary | 0 |
Category | Finance Accounting |
Location |
Gauteng / Johannesburg |
Job Summary
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 qualification would be advantageous
Skills and experience required:
- 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
Job description:
- 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 clients 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.
Wealth Manager position available in Gauteng, Johannesburg. This job position was posted by Curiska. The job has been posted as a premium ad on 2024-06-08 at 13:07:03 in the Finance Accounting category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly on jobmail for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
Johannesburg: Wealth Manager
Qualifications and Experience required: A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree Solid experience in providing custom built solutions to our clients wealth portfolios at a manag
View Job
Wealth Manager
Johannesburg: Wealth Manager posted by Tipp Focus
Job DescriptionAs a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each clients current reality and combines this with their goals, family needs and long-term
View Job
Wealth Manager
Johannesburg: Wealth Manager posted by Curiska
Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualif
View Job
Wealth Manager
Johannesburg: Wealth Manager posted by Crayon
To find out more, click Apply or head on over to Crayon to review the full spec and apply?www.********.co.zaHow you`ll roleIn your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses
View Job
Wealth Manager
Pretoria: Financial Advisors, Wealth Managers Or Associates
Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN and smaller regions working remotely. Starting Date: Actively Seeking - ongoing open opportunities Remote or Hybrid options available Industry: Financial Services Mandator
View Job
Financial Advisors, Wealth Managers Or Associates
Barkly East: Assistant Wealth Manager
Location: Eastern Cape Are you a recent graduate with a passion for finance and a drive to help clients achieve their financial goals? This wealth management company is looking for a motivated and detail-oriented Wealth Advisor Assistant to join our team.
View Job
Assistant Wealth Manager
Cape Town: Wealth Manager | Western Cape posted by The Recruitment Council
Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business
View Job
Wealth Manager | Western Cape
Cape Town: Wealth Manager posted by The Recruitment Council
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
View Job
Wealth Manager
Cape Town: Wealth Manager | Western Cape posted by The Recruitment Council
Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business
View Job
Wealth Manager | Western Cape
Cape Town: Salaried Wealth Manager posted by The Recruitment Council
Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive finan
View Job
Salaried Wealth Manager
Cape Town: Assistant Wealth Manager posted by The Recruitment Council
The role is purely back-office: Assistant Wealth Manager position available in Western Cape, Cape Town. This job position was posted by The Recruitment Council. The job has been posted as a premium ad on 2024-06-08 at 13:44:42 in the Professions category
View Job
Assistant Wealth Manager
Durban: Wealth Manager | Kzn posted by The Recruitment Council
Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business
View Job
Wealth Manager | Kzn
Cape Town: Salaried Wealth Manager | Cape Town posted by The Recruitment Council
Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive finan
View Job
Salaried Wealth Manager | Cape Town
Durban: Wealth Manager | Kwa-Zulu Natal posted by The Recruitment Council
Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business
View Job
Wealth Manager | Kwa-Zulu Natal
Cape Town: Wealth Manager | Claremont posted by The Recruitment Council
Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Weal
View Job
Wealth Manager | Claremont
Cape Town: Salaried Wealth Manager posted by The Recruitment Council
Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive finan
View Job
Salaried Wealth Manager
Durban: Wealth Manager | Kwa-Zulu Natal posted by The Recruitment Council
Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business
View Job
Wealth Manager | Kwa-Zulu Natal
Sandton: Senior Audit Manager – Wealth posted by Emporium
Senior Audit Manager: Wealth – (POS24162)Rivonia, SandtonR 808 000 to R 965 833 per annumJob PurposeThe purpose of GIA is to provide independent, objective assurance to the Board of Directors via the Group Audit Committee that the governanc
View Job
Senior Audit Manager – Wealth
Barkly East: Assistant Wealth Manager posted by Network Finance
Location: Eastern CapeAre you a recent graduate with a passion for finance and a drive to help clients achieve their financial goals? This wealth management company is looking for a motivated and detail-oriented Wealth Advisor Assistant to join our team. T
View Job
Assistant Wealth Manager
Sandton: Operational Risk Manager – Wealth posted by TalentCru
We have Operational Risk Manager position to support the management of wealth division in setting and executing actions managing all aspects of risk within the business units of Wealth Division. This includes the identification, assessment, measurement, mo
View Job
Operational Risk Manager – Wealth
South Africa: Wealth Manager | Cape Town
Role: Wealth Manager Category: Banking Location: Cape Town Salary: R 750 000 - R 2 000 000 Per Annum Our client, a prestigious and innovative banking company, is seeking a talented Wealth Manager to join their elite team. Our client is made up of unique ta
View Job
Wealth Manager | Cape Town
South Africa: Wealth Manager | Claremont
The main purpose of the Wealth Manger is to tell the story to as many ideal clients, to ensure increase in AUM as per targets, to cross sell the services of the business, to service clients according to SLAs and to work together to increase the business AU
View Job
Wealth Manager | Claremont
Durban: Wealth Manager
Functions: Responsibilities include financial planning, investment management, providing finance advice and offering insurance solutions The candidate will work closely with clients to develop personalized wealth strategies and ensure that their financial
View Job
Wealth Manager