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17.09.2024
Salaried Wealth Advisor | Durban
Durban
... management, and the ability to drive the financial planning practice within the business. Key Responsibilities: Provide tailored wealth planning services, with a focus on investments, risk, business, and fiduciary matters. Acquire and manage a portfolio of high-net-worth clients through ...
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The Recruitment Council
22.09.2024
Wealth Local Product&Platform Specialist | Centurion
Centurion
... management and implementation of the company’s local product solutions, pricing and platform capabilities. Target market includes South African affluent and High Net-worth investors and independent and tied financial advisers. Responsibilities: Product: Design and ongoing management of the ...
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The Recruitment Council
Today
General Manager | Independant Brokerage | Centurion
Centurion
... Management & Leadership: Serve as a vital link between the company’s Head Office and franchises, building and nurturing close relationships. Contribute to achieving the company’s growth targets.Growth Enablement: Support financial planning and advice initiatives, offering technical support, ...
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The Recruitment Council
17.09.2024
Paraplanner | Rondebosch
Cape Town
... The Paraplanner will provide crucial technical support to a Trust Officer (Financial Advisor) and their assistant, contributing to client portfolio analysis, advisory support, and investment planning. Key Responsibilities: Conduct research and analysis on client investment portfolios to support ...
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The Recruitment Council
17.09.2024
Managing Director | Cape Town
Cape Town
... management team, ensuring alignment with the company’s vision, strategy, and performance goals. Innovate and drive technology adoption to enhance client and intermediary experiences. Play a key role in product development, risk management, compliance, and IT solutions. Qualifications and ...
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The Recruitment Council
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