Menu Close

Newcastle: Wealth Manager (Hybrid) posted by The Recruitment Council

Newcastle: Wealth Manager (Hybrid) posted by The Recruitment Council

Posted on 2025-05-21 00:00:00

Job Summary

Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client””s financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection. The team is composed of diverse talents committed to helping high-net-worth clients achieve their financial objectives. Key Responsibilities: Sales Target Achievement: Responsible for meeting predetermined sales targets by identifying opportunities within the existing client base and advising on approved investment and risk solutions. Client Education and Retention: Educates clients on products and services to enhance client retention, increase sales revenue, and expand the organization””s client base. Financial Analysis and Planning: Analyzes financial information gathered from clients to develop tailored financial plans or proposals using appropriate tools and methodologies. Proposal Development: Formulates proposals in areas such as cash management, risk assessment, investment planning, and estate planning to help clients achieve their financial goals. Client Reporting: Provides regular reports to clients in line with agreed service level agreements, ensuring high-quality and consistent advice that aligns with the organizations investment philosophy. Networking and Competitive Edge: Contributes to maintaining a competitive advantage through external networking, benchmarking, and participation in relevant forums. Relationship Building: Develops networks and builds alliances to strengthen internal support and enhance client offerings. Qualifications and Experience: Education: Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment, Economics, or a related field. Experience: Significant experience in delivering custom-built solutions for client wealth portfolios at a managerial level is essential. Possession of CAT 1 licenses, with CAT 2 licenses as an advantage. Employee Benefits: Access to an attractive employee value proposition and reward model. Opportunities for networking and collaboration with stakeholders. Flexible working environment focused on health and well-being. Professional development support through coaching and mentoring. Additional Requirements: Candidates applying for this role will undergo a credit record check in accordance with the National Credit Act (NCA). Applicants must not be unrehabilitated insolvents.

View Job  Durban: BPO Divisional Manager posted by Pronel Personnel

Click Go Apply to apply online!


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Newcastle, Kwazulu-Natal

Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

More related positions


Newcastle: Freelance Assessor and Moderator – Urgent posted by Innovatus FET College – Newcastle

Services SETA - Freelance Assessors and Moderators require on a Part Time Basis as per Project Requirements.Must have full CV, ID and Servies SETA...


View Job
Freelance Assessor and Moderator – Urgent

Kwazulu-Natal: Freelance Moderator ETDP SETA – Urgent posted by Innovatus FET College – Newcastle

RSA Institute require the Services of a Registered Moderator to ModerateETDPSETAECD Level 5Diploma - 240Qualification ID 23118Email CV, ID and...


View Job
Freelance Moderator ETDP SETA – Urgent

Newcastle: Freelance Moderator ETDP SETA – Urgent posted by Innovatus FET College – Newcastle

RSA Institute is looking for a Freelance Moderator for the ECD Level 5 Diploma, 240 Credits.Qualification ID 23118.


View Job
Freelance Moderator ETDP SETA – Urgent

Newcastle: Senior ICT Service Technician (Multi-Skilled / Specialist / Team-Leader)

Title Senior ICT Service Technician Multi-Skilled Specialist Team-Leader Area Newcastle Industry IT CCTV PABX Telecommunications Photocopiers Ref No....

View Job  Cape Town: Senior Accountant posted by CA Financial Appointments

View Job
Senior ICT Service Technician (Multi-Skilled / Specialist / Team-Leader)

Newcastle: Senior ICT Service Technician – Urgently needed posted by The Recruitment Guy

An exciting opportunity exists for a highly experienced and multi-skilled Senior ICT Service Technician to join a well-established ICT solutions provider in...


View Job
Senior ICT Service Technician – Urgently needed

Newcastle: Personal Assistant with Accounts Experience (Newcastle)

Job Title Personal Assistant with Accounts Experience Location Newcastle Reports To Senior Manager Job Type Full-time Salary Max R8500.00 per month Date...


View Job
Personal Assistant with Accounts Experience (Newcastle)

Durban: Sales Cadet Newcastle

Purpose of the job To support, educate, and generate sales with the Iveco Dealer Network in all sales-related areas. To strive towards achieving relevant...


View Job
Sales Cadet Newcastle

Newcastle: CAREGIVERS (QCTO Accredited / Approved)

NEW EMPLOYMENT AVAILABLE NUWE WERK BESKIKBAAR IMISEBENZI EKHONA UMSEBENZI OMTSHA OKHOYO MOSEBETSI O MOCHA O FUMANEGANG


View Job
CAREGIVERS (QCTO Accredited / Approved)

Newcastle: Store Manager posted by Cash Crusaders

OPERATIONAL MANAGEMENTEnsure store sales objectives are metMaximise incomes streams for the store Add-ons, GP etc.Stores PerformanceEnsure effective...


View Job
Store Manager

Newcastle: Sales Representative posted by NM Staffing Solutions (Pty)Ltd

Newcastle branch is hiring!Our dynamic team is looking for an energetic and motivated representative in the PPE Personal Protective equipment industry to...


View Job
Sales Representative

Newcastle: Sales Manager posted by Planet Fitness

nbspYou can directly apply on the following link nbspRecruitment and Candidate Screening jotform.comnbsp Please select the Newcastle club from the dropdown...


View Job
Sales Manager

Newcastle: Wealth Manager (Hybrid) posted by The Recruitment Council

Job Title Wealth Manager Hybrid Role Overview The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice...

View Job  South Africa: Client Services Administrator (Long term insurance experience) posted by AtripleA recruitment & temps

View Job
Wealth Manager (Hybrid)

Newcastle: Fresh Foods Manager – Northern Natal – Newcastle /Estcourt / Ladysmith & Vryheid posted by MJM RECRUITMENT

WE ARE HIRINGFRESH FOODS MANAGERS NORTHERN NATALNEWCASTLE, LADYSMITH, ESTCOURT, VRYHEIDSALARY R25 000 R 30 000pm, Medical Aid, Provident Fund Performance...


View Job
Fresh Foods Manager – Northern Natal – Newcastle /Estcourt / Ladysmith & Vryheid

Estcourt: Liquor Store Mangers – Estcourt / Newcastle / Vryheid and Ladysmith posted by MJM RECRUITMENT

We are HiringLIQUOR STORE MANAGERS FEB 2025ESTCOURT VRYHEID NEWCASTLE LADYSMITH We are Looking for an experienced Liquor Store Managers Ideal candidate...


View Job
Liquor Store Mangers – Estcourt / Newcastle / Vryheid and Ladysmith

Vryheid: Supermarket Sales Managers – Estcourt / Newcastle / Vryheid and Ladysmith posted by MJM RECRUITMENT

WE ARE HIRINGSUPERMARKET SALES MANAGERS FEB 2025AREAS REQUIREDESTCOURT, VRYHEID, NEWCASTLE, LADYSMITH, VOLKSRUSTESSENTIAL REQUIREMENTSPurpose To Manage His...


View Job
Supermarket Sales Managers – Estcourt / Newcastle / Vryheid and Ladysmith

Newcastle: Finance Manager posted by Hire Resolve

HireResolve has partnered with a leading FMCG company based in KZN, which is looking for a dynamic and business-minded Finance Manager to join their team at...


View Job
Finance Manager

South Africa: Sales Cadet Newcastle posted by Signa Opportunity

Purpose of the jobTo support, educate, and generate sales with the Iveco Dealer Network in all sales-related areas. To strive towards achieving relevant...


View Job
Sales Cadet Newcastle

Newcastle: Merchandiser

Duties and Responsibilities To provide customers with technical support with respect to Eureka products. To build sound relationships with quality customers...


View Job
Merchandiser

Share this to someone who needs a job:
Posted in Jobs in Kwazulu-Natal, Jobs in Newcastle, Jobs in South Africa, Other Professions

More Jobs in Your Area