Are you a seasoned Investment professional with a passion for driving wealth management excellence? I am currently recruiting for a Wealth Specialist to join a leading financial services firm. This role is centered on providing high-level investment support and implementing wealth management value propositions across a professional distribution channel. The successful candidate will align...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...
A well known company within the financial sector is looking for a Experienced Financial Planner: Qualification and experience: - Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field. - Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. - Minimum of 5 years of experience in...
Key Responsibilities - Acquire new clients and offer investment and assurance solutions. - Conduct financial needs analyses and annual client reviews. - Provide personalised financial advice and solutions. - Build and grow a sustainable long-term client base. Requirements - BCom in Finance, Economics, or related field. - CFP designation (or currently studying towards...
Are you ready to take ownership of risk in a fast-paced, client-centric financial environment? This is your opportunity to play a key role in shaping and strengthening risk culture within a leading wealth team. Who we are: We're a forward-thinking financial services group known for empowering advisors and delivering impactful wealth solutions. Here, risk isn't just a compliance checkbox-it's...
Overview HireResolve has partnered with a leading Wealth and Fund Management firm who is looking for a Financial Advisor to join their team based at the Waterfront in Cape Town. As a boutique firm the offers a bespoke and personal service to their clients and they are seeking a Financial Advisor who will prioritise their client’s needs Responsibilities: Meeting individually with clients to...
Join EQ-FIN as a Financial Advisor Shape Your Future, Empower Others Opportunities in the Cape Town Company Description EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. The company distributes a range of products including insurance, retirement planning solutions, savings products, and corporate...
Job Classification Requisition - 143332- Melissa Cloete Business Unit - Nedbank Private and Wealth: High Net Worth Location - Nedbank Clocktower Campus, V&A Waterfront, Cape Town Closing Date - 17 December 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage...
Our client, a leading financial services group, is looking for a dynamic Wealth Specialist to join their team. The core purpose of this role is to provide premier investment support and implement the wealth management value proposition and solutions for their financial planning distribution channel and Financial Advisers. This role is integral in aligning practices with the company''s internal...
An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation. The person will be responsible for managing an existing portfolio of clients. This is an ideal opportunity for someone...
Responsibilities: - To deliver a professional and excellent quality of service to employers and members of retirement funds, in accordance with the service level agreements and annual strategic planning. - Excellent technical knowledge on both risk and retirement - To ensure an effective employee benefits environment and adhere to all FAIS requiremen - Independently manage and consult on client...
Join EQ-FIN as a Wealth Planner Shape Your Future, Empower Others Opportunities in the Cape Town Company Description EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. The company distributes a range of products including insurance, retirement planning solutions, savings products, and corporate...
Overview Hire Resolve’s client is urgently seeking the expertise of a Senior Financial Advisor located in Cape Town, SA. Your main responsibilities will include assessing clients’ financial situations, developing personalized financial plans, and providing recommendations on investments, insurance, and other financial products. You will also monitor clients’ portfolios, provide ongoing...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...
Key Responsibilities - Acquire new clients and manage existing client portfolios. - Deliver tailored investment solutions and ongoing portfolio management. - Conduct annual reviews and maintain consistent client communication. - Identify market opportunities and rebalance portfolios as needed. Requirements - BCom in Finance, Investments, Economics, or related field. - Professional...
Overview: Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate will have a strong background in...
Lead the Expansion of a Premier Wealth & Investment Association in South Africa! Are you a strategic, entrepreneurial leader ready to take full ownership of driving significant growth for a dynamic collective of financial professionals? Our client is seeking a highly motivated individual to lead the business development and growth of a sophisticated ecosystem that empowers financial planners and...
Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals. The para-planner will...
A leading financial services group seeks a Risk Analyst to oversee risk management for its Wealth Distribution division. The role focuses on independent operational and financial risk analysis, incident management, reporting automation, and system enhancement. Key Duties - Plan & execute risk assessments (financial & operational) - Draft risk reports & escalate findings - Document & manage...
A premier Investment Management Firm is seeking a dynamic Distribution Sales Manager to be a strategic growth driver within their Distribution team. This permanent role is crucial for expanding our market footprint and achieving ambitious goals for Assets Under Management (AUM). If you combine high-level sales execution with deep technical investment knowledge, this is your opportunity to...