responsibility of this role is to lead the Private Wealth business at a regional level. This includes overseeing service performance of the Wealth segment within the region and represent Wealth Banking and Investment Management senior-most authority in the area. 10 - 15 years of Wealth Management experience managing a client base of no.8) 15 years of relevant banking, lending, and wealth experience of which 10 years should be in a senior
company that provides quality financial advice and wealth management solutions to international expatriates How you'll role In your role as an experienced Wealth Manager, you will effectively plan and manage leads provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning
Our client seeks to appoint a suitably qualified and experienced CRO with at least 3-5 years direct experience in a similar position. Matric as well as a relevant bachelor's degree is required. PGD in Financial Planning and RE 5 would be an advantage. This position offers a basic salary as well as m
team of professionals to deliver comprehensive wealth management services, including investment management long-term goals and objectives Provide holistic wealth management advice, including investment management recognized by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an
Introduction Wealth business within Innovative bank Description Wealth Assistant - Eastern Cape Innovative diligent individual for their Wealth business. Key role to support Wealth / Financial Advisors. Provide area). Main Responsibilities Provide support to Wealth Advisors for acquisition, retention and maintenance
services company provides quality financial advice and wealth management solutions to international expatriates provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning need Proven experience in a financial advisory or wealth management role CISI level two or equivalent qualification
appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years direct experience position, with a minimum of 3 years as a private wealth manager. Strong and fundamental understanding and
A prominent Wealth Management firm is seeking an experienced Wealth and Investment Manager to join their possess a deep understanding of investment and wealth management, investment strategies, offshore and Planner (CFP) FAIS Compliant. Proven experience as a Wealth and Investment Manager with a focus on HNW clients financial markets, investment products, structuring and wealth management strategies. Strong analytical and quantitative
A prominent Wealth Management firm is seeking an energetic young investment professional to join their understanding and some exposure to investment and wealth management, investment strategies, offshore and Analyst and the focus will be on assisting Senior Wealth Managers in managing a portfolio of clients, but personality and attitude to grow into a fully-fledged Wealth Manager over time. Key to this role is a sparkle markets, investment products, structuring, and wealth management strategies. Strong analytical and quantitative
team of professionals to deliver comprehensive wealth management services, including investment management long-term goals and objectives Provide holistic wealth management advice, including investment management recognized by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an