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...
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...
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 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...
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...
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...
The Paraplanner is a specialist role primarily responsible for producing the financial plan (estate liquidity and investment planning) to meet the clients needs. The Paraplanner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications. In addition, a thorough knowledge of product features, performance, interest rates, cost and benefits...
Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture iscommitted to wealth creation and preservation, insurance, and income protection for all our clients. We do this through ourunderstanding of the retail insurance, savings, and investment markets in SA. Role Purpose The Retail Business Consultant crafts...
Responsibilities: - Independently manage and consult on client portfolio. - Establish and maintain relationships with key decision makers at the participating Employer - Provision of appropriate advice, excellent client service and project management of Fund critical events to ensure the smooth running of the Fund. - Effective management of service providers and adherence to the companies...
A leading Investment company based in Cape Town is searching for a Senior Risk Analyst to join their team. Job description:Will be responsible for overseeing all risk management activities for Distribution Wealth, performing accurate and independent analysis in relation to risk items (including operational incidents), and then present findings to the relevant risk manager and business...
Introduction- Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...
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...
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...