Wealth Manager (Hybrid)
Posted on 2025-04-09
| Employer | The Recruitment Council |
|---|---|
| Salary | 0 |
| Category | Professions |
| Location | South Africa / South Africa |
Job Summary
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.
Wealth Manager (Hybrid) position available in South Africa, South Africa. This job position was posted by The Recruitment Council. The job has been posted as a premium ad on 2025-04-09 at 13:47:03 in the Professions category
Click Go Apply to apply online!
You might also like these jobs in the same area.
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
Cape Town City Centre: Wealth Manager
Minimum Requirements: Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services Industry Bcom | Relevant Tertiary Education required Certified Financial Planner | CFP RE 5 Completed Proficient in CRM Systems essential Strong k
View Job
Wealth Manager
Western Cape: Wealth Manager posted by GAP Consulting
Minimum Requirements:Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services IndustryBcom | Relevant Tertiary Education requiredCertified Financial Planner | CFPRE 5 CompletedProficient in CRM Systems essentialStrong knowled
View Job
Wealth Manager
Western Cape: Property Portfolio Manager posted by I Grow Wealth Investments
To qualify for this position, you need:MatricMinimum 2 years of experience in a similar positionExperience with rentals environmentExperience with PayProp SystemGreat administrative skillsDetail orientedExcellent communication skills and telephone etiquett
View Job
Property Portfolio Manager
Johannesburg: 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 approach. This role takes a holistic view of each client``s financial circumstances, aspirations,
View Job
Wealth Manager (Hybrid)
Cape Town: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
South Africa: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
South Africa: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
Durban: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
Pretoria: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
Durban: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
Johannesburg: 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 approach. This role takes a holistic view of each client``s financial circumstances, aspirations,
View Job
Wealth Manager (Hybrid)
Pretoria: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
Cape Town: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
Gauteng: Salaried Wealth Manager posted by Fouche & Co Recruitment
The role necessitates experienced advisors/planners to deliver professional advice to a well-established clientele and membership base. You will engage with both new and existing clients provided by the company, presenting an exciting opportunity to offer
View Job
Salaried Wealth Manager
Bellville: Building Manager – Bellville posted by I Grow Wealth Investments
Job Summary:The Building Manager is responsible for overseeing the daily operations, maintenance, and tenant management of residential let properties in various complexes. This role ensures that the owner`s properties are well-maintained, compliant with re
View Job
Building Manager – Bellville
Western Cape: Building Manager -Parklands posted by I Grow Wealth Investments
Job Summary:The Building Manager is responsible for overseeing the daily operations, maintenance, and tenant management of residential let properties in various complexes. This role ensures that the owner`s properties are well-maintained, compliant with re
View Job
Building Manager -Parklands
Gauteng: Building Manager – Pretoria posted by I Grow Wealth Investments
Job Summary:The Building Manager is responsible for overseeing the daily operations, maintenance, and tenant management of residential let properties in various complexes. This role ensures that the owner`s properties are well-maintained, compliant with re
View Job
Building Manager – Pretoria
Western Cape: Financial Manager – Rentals posted by I Grow Wealth Investments
Job Summary: The Financial Manager will be responsible for overseeing the financial health and sustainability of the rental management business. This includes financial planning, budgeting, reporting, and ensuring compliance with regulatory requirements. T
View Job
Financial Manager – Rentals
South Africa: Wealth Manager (Hybrid) posted by The Recruitment Council
Wealth Manager (Hybrid)
Posted on 2025-04-09
| Employer | The Recruitment Council |
|---|---|
| Salary | 0 |
| Category | Professions |
| Location | South Africa / South Africa |
Job Summary
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.
Wealth Manager (Hybrid) position available in South Africa, South Africa. This job position was posted by The Recruitment Council. The job has been posted as a premium ad on 2025-04-09 at 13:43:11 in the Professions category
Click Go Apply to apply online!
You might also like these jobs in the same area.
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
Cape Town City Centre: Wealth Manager
Minimum Requirements: Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services Industry Bcom | Relevant Tertiary Education required Certified Financial Planner | CFP RE 5 Completed Proficient in CRM Systems essential Strong k
View Job
Wealth Manager
Western Cape: Wealth Manager posted by GAP Consulting
Minimum Requirements:Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services IndustryBcom | Relevant Tertiary Education requiredCertified Financial Planner | CFPRE 5 CompletedProficient in CRM Systems essentialStrong knowled
View Job
Wealth Manager
Western Cape: Property Portfolio Manager posted by I Grow Wealth Investments
To qualify for this position, you need:MatricMinimum 2 years of experience in a similar positionExperience with rentals environmentExperience with PayProp SystemGreat administrative skillsDetail orientedExcellent communication skills and telephone etiquett
View Job
Property Portfolio Manager
Johannesburg: 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 approach. This role takes a holistic view of each client``s financial circumstances, aspirations,
View Job
Wealth Manager (Hybrid)
Cape Town: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
South Africa: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
South Africa: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
Durban: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
Pretoria: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
Durban: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
Johannesburg: 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 approach. This role takes a holistic view of each client``s financial circumstances, aspirations,
View Job
Wealth Manager (Hybrid)
Pretoria: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
Cape Town: 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 approach. This role takes a holistic view of each client````s financial circumstances, aspiration
View Job
Wealth Manager (Hybrid)
Gauteng: Salaried Wealth Manager posted by Fouche & Co Recruitment
The role necessitates experienced advisors/planners to deliver professional advice to a well-established clientele and membership base. You will engage with both new and existing clients provided by the company, presenting an exciting opportunity to offer
View Job
Salaried Wealth Manager
Bellville: Building Manager – Bellville posted by I Grow Wealth Investments
Job Summary:The Building Manager is responsible for overseeing the daily operations, maintenance, and tenant management of residential let properties in various complexes. This role ensures that the owner`s properties are well-maintained, compliant with re
View Job
Building Manager – Bellville
Western Cape: Building Manager -Parklands posted by I Grow Wealth Investments
Job Summary:The Building Manager is responsible for overseeing the daily operations, maintenance, and tenant management of residential let properties in various complexes. This role ensures that the owner`s properties are well-maintained, compliant with re
View Job
Building Manager -Parklands
Gauteng: Building Manager – Pretoria posted by I Grow Wealth Investments
Job Summary:The Building Manager is responsible for overseeing the daily operations, maintenance, and tenant management of residential let properties in various complexes. This role ensures that the owner`s properties are well-maintained, compliant with re
View Job
Building Manager – Pretoria
Western Cape: Financial Manager – Rentals posted by I Grow Wealth Investments
Job Summary: The Financial Manager will be responsible for overseeing the financial health and sustainability of the rental management business. This includes financial planning, budgeting, reporting, and ensuring compliance with regulatory requirements. T
View Job
Financial Manager – Rentals