Wealth

osals and client review documentation;Assist with new/review clients wills in consultation with the Wealth Planner/Manager;Make payments on behalf of clients through the corporate saver account;Track

nThis role will report to the Financial Manager within the Cluster Consolidation Team in Old Mutual Wealths Finance team. The Senior Financial Accountant will provide support to the Financial Manager

degree or equivalent in a finance, business or numerate discipline.Operations experience within the Wealth Management / Platform industry.Experience in client services.Experience in using Excel for da

degree or equivalent in a finance, business or numerate discipline.Operations experience within the Wealth Management / Platform industry.Experience in client services.Experience in using Excel for da

degree or equivalent in a finance, business or numerate discipline.Operations experience within the Wealth Management / Platform industry.Experience in client services.Experience in using Excel for da

We're on the hunt for a super sharp, switched - on Wealth and Investment Specialist to join our dynamic Sandton - based team! If you thrive on research, client service, and keeping things running like

Job title - "Business Development SA'Summary Of RoleOur client in the Wealth Management industry requires an ambitious, self - driven, deal - maker who will project the company's ethos and take our in

future and shape our destiny as a proudly African group.Job SummaryProvide sales support to Private Wealth Bankers by acting as the conduit between Private Wealth Bankers, Credit Operations, Product,

; return scatterplots, risk correlation tables etc.PeopleLiaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset M

; return scatterplots, risk correlation tables etc.PeopleLiaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset M

mpensation.Calculate company values where necessaryPeopleLiaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants

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

Are you the ultimate support that enables Wealth Managers to offer their clients the best possible service?Is this you?You've become a specialist in wealth administration and know exactly what it take

mpensation.Calculate company values where necessaryPeopleLiaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants

; return scatterplots, risk correlation tables etc.PeopleLiaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset M

; return scatterplots, risk correlation tables etc.PeopleLiaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset M

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

Role PurposeAs a Service Account Manager (SAM) within our Momentum Wealth Specialised Investments Service Centre, you will be one of Momentum's brand representatives, to our top supporting Financial A

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

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

ilitates outcomes.Works with and able to decipher complexityAbout FNZFNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundatio

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

What will you do?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.With assets under management a

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

y and our diverse talent reflects this.Job DescriptionWe have an exciting opportunity in Old Mutual Wealth for an experienced finance manager. The successful candidate will take responsibility for the

What will you do?Sanlam Private Wealth crafts customised investment portfolios for high - net - worth private clients, charitable institutions, trusts and corporate entities.With assets under manageme

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

What will you do?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.With assets under management a

l CFO and ensuring all finance reporting is done accurately.About FNZFNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundatio

nce policies and processes for a financial services businessAbout FNZFNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundatio

supported, if you require specific support please advise us.About FNZFNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundatio

What will you do?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.With assets under management a

tainable client baseJob DescriptionJob DescriptionVirtual Advisor (FAIS) : Short - Term Insurance : Wealth Join Our Wealth Insure Team!Absas Advice and Investment department is looking for experienced

est).Understanding of Agile/Scrum development methodologies.About FNZFNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundatio

Titan Wealth is a fast - growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading adv

customers.This includes being responsible for the Platform configuration and running the FNZ Model Wealth Solution configuration process for new platform implementations, plus supporting sales team i

skCareer StreamAuditingLeadership PipelineManage Self ProfessionalPositionAudit Portfolio Manager - WealthJob PurposeTo conduct portfolio audits and manage stakeholder relationships and portfolio spec

exceptional best at Old Mutual!Job DescriptionAn exciting opportunity exists within the Old Mutual Wealth Actuarial Team offering exposure to an interesting combination of technical and business issu

ur diverse talent reflects this.Job DescriptionAn exciting opportunity exists within the Old Mutual Wealth Actuarial Team offering exposure to an interesting combination of technical and business issu

About EXANTEEXANTE is a wealth tech company that provides centralized trading solutions and B2B financial infrastructure that helps create value through technology.Our proprietary trading platform ena

hin an innovative, market - leading organisation that is at the forefront of financial planning and wealth management. The successful candidate will be responsible for ensuring day - to - day complian

EMPLOYMENT TYPE:PermanentCOMPANY:A wealth management and financial planning firm.LOCATION:Tyger Valley, Cape TownWORKING MODEL:Onsite, 5 days per week.JOB OVERVIEW:Providing technical and administrati

Job ClassificationRequisition: 137582 Structured Lending Specialist (KZN)Division: Wealth Management South Africa (Specialised Lending)TA: Nozi MasabalalaPlease Note: Preference will be given to appli

tionJob Requisition - 137735Closing Date - 05 February 2025Location - JohannesburgCluster - Nedbank Wealth - Wealth Management SA Business UnitPlease Note: Preference will be given to applicants from

th Liberty – Financial Advisor Are you ambitious, success - driven, and eager to create long - term wealth while making a meaningful impact? Do you thrive in a dynamic environment that values innovati

Build a Legacy That Matters – Join Legacy Wealth Management Imagine a career where every conversation has the power to change lives. At Legacy Wealth Management, we don’t just offer financial services

rive on building strong relationships and helping high - net - worth clients grow and protect their wealth?This is your opportunity to join a dynamic financial services team as a Private Banker, where

mall) writing on external platforms.Have a strong existing network of IFA's, Fund of Funds, Private Wealth & Tied Agency brokers.Build strong relationships amongst IFA's, Fund of Funds, Private We

lling preferred.About FNZFNZ is a global platform - as - a - service provider, transforming the way wealth is managed. FNZ partners with banks, broker dealers, insurance companies, asset managers &

effective manner, by performing banking duties and overseeing the financial activities for Private Wealth clients.Job DescriptionAccountability: To build customer relationships in the preferred marke

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

Our client provides discretionary investment management services to financial advisers and private wealth managers. They are expanding into institutional asset management and have a unique propositio

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

Role PurposeAccountable for the design, ongoing management and implementation of the Momentum Wealth local product solutions, pricing and platform capabilities. Target market includes South African af

Join one of the leading Wealth Manager in Gauteng with your experience in Paraplanning / Support role. Exciting growth opportunities with my client.ResponsibilitiesData collection and populating syste

firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThe OM Wealth Desktop Support Specialist is a senior Desktop Support role supporting Old Mutual Wealth end

Role PurposeThe Subject Matter Expert (SME) within the Momentum Wealth (SI) Service Centre plays a crucial role as a representative of the Momentum brand. Their primary responsibility is to support an

businesses. Visit us at www.momentummetropolitan.co.zaRole PurposeAs the Service Manager for RISO's Wealth New Business team, you will be a key representative for Momentum. Your main focus is to estab

ce on insurance needs and solutions to the Companys clients in conjunction with the Companys Senior Wealth Planners.CompetenciesMinimum 5 years experience as a Broker Consultant / Life Insurance Agent

effectiveness.About The CompanyOur client is an adviser to many of the worlds leading families and wealth creators. They manage and protect their wealth, often across several geographies and generati