Wealth

MUST BE ENGLISH & AFRIKAANS SPEAKINGThe RoleYou will be supporting the Senior Wealth Planner(s) in providing our clients with the required levels of client services. You will be part of a regional

GPP a Titan Wealth CompanyGPP is a multi - award - winning UK - based financial services firm that provides execution, structured products, clearing, and custody services to broker - dealers, wealth m

GPP a Titan Wealth CompanyGPP is a multi - award - winning UK - based financial services firm that provides execution, structured products, clearing, and custody services to broker - dealers, wealth m

Titan Wealth IntroductionIn 2021, Titan Wealth set out to create a top - to - bottom, fully integrated service to make wealth management more efficient and more effective for individuals, advisers, bu

Job ClassificationRequisition - 141212 - Melissa CloeteBusiness Unit - Nedbank Private and Wealth - High Net WorthLocation - Nedbank Rivonia Campus, 135 Rivonia Road, SandtonClosing Date - 3 September

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning p

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning

Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) an

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning p

Job DescriptionAt Standard Bank Wealth and Investment, our primary focus is on establishing meaningful and informed relationships with our clients. By delving into what matters most to them, we gain a

Trainee Wealth Advisor – Junior position Duties: Responsible for calling potential clients, researching and finding these clients Developing potential business with clients Lead Generation and network

Wealth Administrator (JB1484) Edenvale, Johannesburg R10 000 - R15 000 Duration: Permanent Our client works with highly successful families who have created significant wealth through years of hard wo

REQ: 124190 - Refilwe FalatsiClosing Date: 7 March 2023Division: Wealth Management SA / Investment ManagementEmployment Equity Statement: Preference will be given to individuals from underrepresented

Discovery Connect Learnership: Wealth Management About DiscoveryDiscoverys core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional indivi

Vitality Life Learnership: Wealth Management About DiscoveryDiscoverys core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individual

Discovery Connect Learnership: Wealth Management About DiscoveryDiscoverys core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional indivi

IGrow Wealth Investments, South Africas #1 Property Investment Company, is looking for a Accountant to join their team in Cape Town.To qualify for this position you need:Professional Accountant (SA) /

Are you a high - performing sales professional in the Wealth Management, Private Banking, or related fields, looking for an exciting opportunity to take your career to the next level? We have an incre

Discovery Connect Learnership: Wealth Management About DiscoveryDiscoverys core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional indivi

als with 1 - 2 years telesales experience to join our team in Durban. The position is for a trainee wealth advisor and therefore someone with a vested interest in the offshore financial advisory field

e professional advice to your clients Present solutions to your clients to create and protect their wealth Maintain and grow client portfolio’s Remain accredited and up to date with relevant market an

report to stakeholders with the Project Office as well as stakeholders in Nedbank Insurance and the Wealth Cluster. You will be required to work with minimum supervision. Ensure successful implementat

e : May 22, 2025Quick Recommended LinksJobs by LocationJob by industries About The JobInsurance and Wealth Creating Professionals (IWCP) is an Affiliate of Liberty that is leading the way for the new

ape, Cape TownDeadline : May 30, 2025Quick Recommended LinksJobs by LocationJob by industries IGrow Wealth Investments, South Africas #1 Property Investment Company, is looking for a Property Portfoli

ancial planning software and tools.Preferred QualificationsExperience in a financial institution or wealth management firm.Understanding of estate planning and insurance products.Bilingual or multilin

s job advert on our company career page.Role PurposeAs a Death Claim Service Specialist at Momentum Wealth Technical Support Service, you will play a crucial role in the receipt, review, and processin

duct requirements.Have a full understanding of the Target Operating Model.Be an expert in the Model Wealth Solution.Document bespoke customer requirements.Provide training programs and consultancy ser

oremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated client book.The CRO provides first class service to all clients and as such

oremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated client book.The CRO provides first class service to all clients and as such

GPP, a Titan Wealth CompanyGPP is a multi - award - winning UK - based financial services firm that provides execution, structured products, clearing, and custody services to broker - dealers, wealth

Role PurposeTo provide business management support to the Head of Momentum Wealth including a diverse range of aspects with the main aim of executing the strategic objectives of the business effective

GPP a Titan Wealth CompanyGPP is a multi - award - winning UK - based financial services firm that provides execution, structured products, clearing, and custody services to broker - dealers, wealth m

GPP a Titan Wealth CompanyGPP is a multi - award - winning UK - based financial services firm that provides execution, structured products, clearing, and custody services to broker - dealers, wealth m

Titan Wealth IntroductionIn 2021, Titan Wealth set out to create a top - to - bottom, fully integrated service to make wealth management more efficient and more effective for individuals, advisers, bu

vider of technology and administration services to major financial institutions in the platform and wealth management sectors across the globe. We partner with life companies, banks, asset managers an

believer in the African opportunity and our diverse talent reflects this.Job DescriptionOld Mutual Wealth seeks an exceptional Head of Technology Transformation to spearhead our technology modernizat

MAIN PURPOSE OF THE JOBComplete accounting and financial reporting function for the Wealth companiesFinancial reporting and StatutoryPrepare and review the month - end journal entriesPerform divisiona

Job FamilyThe bank's Wealth ClusterWealth Management SA DivisionThe bank's Private Wealth functional areaLeadership PipelineManage Self: ProfessionalFAIS AffectedJob PurposeTo grow business by acquiri

GPP, a Titan Wealth CompanyGPP is a multi - award winning UK - based financial services firm that provides execution, structured products, clearing and custody services to broker - dealers, wealth man

Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administratio

Job Title: Wealth Adviser AssistantLocation: PretoriaSalary: CompetitiveThe Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidat

Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administratio

ent Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialists team that they work for.These individuals build a trusting relationship with the

ble)About FNZ FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers, and asset managers to help people achi

ines.About FNZFNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers, and asset managers to help people achi

Acuma has created an intensive, tailor - made training programme to mould candidates into qualified wealth - management professionals within a time - span of 12 - 18 months. The deVere Acuma trainee w

Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.With assets under management and adm

nPlease Note - Preference will be given to Applicants from Underrepresented GroupsJob FamilyNedbank Wealth Cluster - Wealth Management SA Division - Nedbank Private Wealth - Distribution functional ar

entation of clients' instructions i.r.o. investments, insurance policies, etc, in consultation with Wealth Manager and submission of relevant documentation to appropriate service providers.Obtain conf

Job ClassificationREQ: 124358 - Refilwe FalatsiDivision: Wealth Management SA - Client EnablementClosing Date: 30 March 2023Employment Equity Statement: Preference will be given to individuals from un

Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.With assets under management and adm

mentation of clients instructions i.r.o. investments, insurance policies, etc, in consultation with Wealth Manager and submission of relevant documentation to appropriate service providers.Obtain conf

Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts, and corporate entities.With assets under management and ad