Job category: Wealth Management & Retail Investments

A banking giant based in Johannesburg is looking for a Trusts Officer to join their experienced team. At least 5 years of experience in the end-to-end Trust administration process Ideally looking for experience in High Net Worth (HNW) Trusts Ability to work with high volumes and must have strong attention to detail Relevant Legal qualification… Continue reading TRUST OFFICER, JOHANNESBURG

Are you an experienced Estates Officer looking for a new challenge? We are looking for compassionate and resilient individuals to join a fast-paced team. Looking for in-depth knowledge of the Estates administration process from inception to completion Candidates must have experience in working with complex Liquidation & Distribution (L&D) accounts Must have good relationships at… Continue reading ESTATES OFFICERS, PRETORIA

Are you an experienced Estates Officer looking for a new challenge? A fast-paced trust company is looking for you! Looking for in-depth knowledge of the Estates administration process from inception to completion Candidates must have experience in working with complex Liquidation & Distribution (L&D) accounts Must have good relationships at the Master of the High… Continue reading ESTATES OFFICER, JOHANNESBURG

Searching for a new and exciting opportunity in Wealth and Investments? We are looking for seasoned Bankers to take on Wealth Banker roles in the various regions. Minimum of 7 years’ experience as a Banker to Ultra High Net Worth (UHNW) / Commercial Banking / Business Banking clients Solid experience is required in the credit… Continue reading WEALTH BANKER (JOHANNESBURG / DURBAN / PORT ELIZABETH)

A specialised Wealth Management company is looking for highly motivated, entrepreneurial and target driven individuals to take on the role of a Wealth Manager. Excellent communication skills Sound Wealth Management experience specifically in Offshore Investments Ability to build and maintain lasting relationships with new and existing networks Proven holistic financial planning strategies and solutions B.Com… Continue reading WEALTH MANAGERS (WC, KZN AND GAUTENG)

Top Financial Advice business is looking for a Client Relationship Manager to join their amazing team in Stellenbosch. The ideal candidate will have the below: •Attention to detail, high energy and engaging individual •Experience on the Wealth Management and /or Private Client Portfolio Management side is essential •Exposure to Asset Management, Personal Share Portfolios, and… Continue reading CLIENT RELATIONSHIP MANAGER – STELLENBOSCH

Established financial services company is looking for Sales/Business Development individuals with Securities experience. Ideally looking for individuals with experience in Securities, specifically share portfolios and someone with existing IFA networks/relationships At least 3 years of relevant Sales/Business Development experience Excellent verbal and written communication skills Positions based in Johannesburg, Pretoria and Durban Please contact Nivina… Continue reading SECURITIES SALES/BUSINESS DEVELOPMENT

(Rem: Market Related) Bank with an exceptional reputation is recruiting a mature, seasoned and established leader who can demonstrate both gravitas and credibility, to lead a successful and results orientated team, crossing wealth, investments, private banking and transactional banking. Your 15 – 20 years’ experience (mostly in banking) across any of the above areas, as… Continue reading REGIONAL HEAD: COVERAGE (BEST FIT: TRANSACTIONAL / PRIVATE BANKING / CORPORATE BANKING) CAPE TOWN

Rem: R1M) Leading Banking brand seeks experienced Wealth, Portfolio Managers to manage clients in terms of their Investments, Assets. Key Roles and Responsibilities: •Meet with clients as part of the Acquisition team, undertake risk profiling on proposed investment strategies and present back to clients; •Actively monitor Portfolios and make the necessary changes as per client’s… Continue reading WEALTH PORTFOLIO MANAGER (EE ONLY)