Wealth Management

  • Financial Planner
  • Financial Planning Coach
  • Wealth Manager
  • Financial Advisor

Your 3 – 5 years of  Ultra-High Wealth Management experience coupled with your relevant qualifications (B Com/CFA/CA(SA)/CFP/Advanced Post Graduate Diploma in Financial Planning) will set you in good stead to succeed in this role. The role will focus on gathering and retaining AUM by providing the best advice and thought leadership to clients within the ultra-high net worth and family office segments. This is to be achieved by taking account of an individuals unique risk and return objectives and providing investment advice anchored on their investment philosophy. The Wealth Manager will display strategic thought leadership, based on analysis of current trends and market environments, contributing both at a regional as well as a national level whilst adhering to risk management processes and policies. Furthermore, they would look to identify new products for development whilst ensuring ongoing collaboration with other business units within the organisation. To apply, please send your CV in strictest confidence to... Read More

A highly successful team of Wealth Specialists within a leader in the Wealth Management space, is looking to add an additional resource due to increased inflows. The nature of the client base is international/offshore investors and can be extremely complex covering a range of skills required, including:  currencies, tax, economic and legal regimes, regulatory environments and complex personal situations. This makes the demands of providing investment and savings advice, usually on a remote basis, with investments within a strongly regulated framework very challenging. In addition the jobholder must be able to put clients at their ease and obtain relevant information regarding their financial affairs, making clients feel that they are receiving a personal service and not being ‘sold to’. The incumbent must identify suitable clients, developing sales opportunities of complex products. This requires a high degree of analysis of the clients situation, and an indepth assessment of their financial attitudes (e.g. to risk) and objectives. The jobholder will provide Investment and Savings recommendations to clients (who include non-resident and/or foreign nationals and/or expatriates) across the company’s ‘in house’ product range to achieve specified sales targets and generate agreed income levels. Promote the wider range of Wealth products, referring clients to other parts of the Group as applicable. Delivers a high and efficient level of service across a broad in house investments and savings product range. To apply, please send your CV in strictest confidence to phryne@capitala.co.za          ... Read More

A leading diversified financial services firm requires Business Development Managers to service existing clients and build relationships with new IFA partners, Tied Agencies, Private Bank Wealth Managers and the like across the Pretoria region. A sound knowledge of retail investment products (unit trusts & platforms), ability to develop and implement a marketing plan and an existing IFA network are key requirements. Our client offers a competitive salary with lucrative incentives. Applicants should ideally have a Bachelor’s degree accompanied with 5+ years experience in the SA retail market. Please forward your CV to... Read More

Wealth Manager

Location: | Requirements:

Wealth Manager Our client is a well renowned private client business that manages assets for affluent private individuals & entities. An opportunity exists for a Wealth Manager to join this highly recognized market player and add value to one of their top performing branches. The ideal candidate will not only have a passion for the markets but be a self starter, have entrepreneurial spirit, have drive and ambition and integrity. Please forward CV to... Read More

The elite offshore private banking division of a large financial services group is offering a challenging, high profile opportunity to an experienced banking executive. You will be required to lead a team of relationship managers and administrative staff whose focus will be the international banking requirements of high net worth individuals. Your sound understanding of offshore transactional banking issues, as well as expertise in credit analysis and management are key factors for this lucrative career move. Please send your CV to capsearch@capitala.co.za to... Read More

As a leading financial services operation in South Africa, our client receives acclaim for their superb skills base and consistent success in all areas.  Their expanding Private Banking Division requires a new business manager (B Com/CFP/Other Bus degree) with at least 4 years experience in providing high net worth clients with a range of financial solutions. With your focus on retirement planning and additional sound knowledge of unit trusts, offshore investments, trusts and fiduciary services, NOW is your chance to join an exemplary industry leader and be optimally rewarded for your skills and performance. To apply, please e-mail your CV to capsearch@capitala.co.za or complete the form... Read More

Wealth Banker/Manager

Location: | Requirements:

The role is to build and acquire new Wealth Management relationships, i.e. Transaction Banking, Credit, FX, etc. whilst maintaining existing Wealth Management relationships within the Bank. The role is to focus upon the Ultra-High Net Worth/Key Client & Family Office segments.  The Wealth Banker ensures collaboration with other business units throughout the Wealth Management business and wider organization. The Wealth Banker is responsible for participating in the formulation and embedment of client engagement strategies over a period of 6 to 18 months and aligned to the broader business plan for Wealth Advisory. Education and Experience Required: Masters / Bachelor’s degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration). CFA/CA (SA) with 3 years minimum experience in a financial services industry. CFP/Advanced Post Graduate Diploma Financial Planning. Passed FSB regulatory exams.  If you possess the above qualifications and experience and you are interested in this opportunity, please email your CV to ... Read More

The banking arm of a leading and innovative financial services group is in search of solution driven financial planners who have a knack for developing new clients to join their well established and fast growing business. Your tertiary qualification coupled with a minimum of 3 years experience in Financial Planning, as well as a working knowledge of investments, risk and the Financial Services industry as a whole, will secure an interview. The ideal candidate will be assertive, hold high ethical standards and have the ability to influence. Take the opportunity to join this dynamic organisation and be optimally rewarded for your skills and performance. Send your CV in strictest confidence to... Read More

The investment arm of one of South Africa’s most innovative financial services groups is offering a well connected, confident achiever the opportunity to join their team of first class professionals. Use your track record of developing and maintaining successful IFA relationships as a stepping stone into this lucrative position. A performance driven attitude, strong interpersonal skills coupled with your tertiary qualification and your 5+ years experience in retail investments will secure you a position with an organisation that is geared to make waves in the market. Please send your updated CV in confidence to... Read More

Leading Wealth Management organisation seeks a dynamic High Net Worth Wealth Manager. Utilise your experience dealing with clients and managing a portfolio of a NAV R100mil+ and 10 years experience within a private client... Read More

Join the wealth arm of one of South Africa’s leading Financial Services Groups as a financial planner providing holistic lifestyle solutions to high net worth individuals.  This is an opportunity for a dynamic and ambitious financial planner who wants to take their career to the next level. You will be exposed to industry best practice, a cutting edge advice model and be trained by some of the leaders in the wealth management space.  Your passion for investments coupled with 2 years experience as a financial planner, position you as the ideal candidate for this role.  Please email your updated CV to... Read More

B-BBEE - We are a proud Level 4 Contributor