Wealth Advisor

About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase...

Sanlam stands as a leading financial services provider in South Africa. Our focus lies in fostering enduring connections with our advisors. Rooted in a deep respect for individuals' inherent value and an understanding of their potential, our company ethos drives us. In this position, you'll be tasked with delivering competent financial advice to both new and...

TWK Agri has the following vacancy available: Financial Advisor (Life Insurance) within the Insurance Department at Sandton, Gauteng.Responsibilities and Duties Conduct comprehensive financial analysis to support the financial planning process Review and analyse client information, investment portfolios and financial goals Prepare detailed and accurate...

TWK Agri has the following vacancy available: Financial Advisor (Life Insurance) within the Insurance Department at Sandton, Gauteng. **Responsibilities and Duties** - Conduct comprehensive financial analysis to support the financial planning process - Review and analyse client information, investment portfolios and financial goals - Prepare detailed and...

OF TASKSComplete work requests (including the preparation of written Records of Advice, technical calculations and technical advice) on behalf of Wealth managers/ advisors as per company policies and proceduresReview all financial information on Elite Wealth or load new information Assist with co-ordination, prioritisation and monitoring of paraplanning work...

Description To Provide legal solutions to complex legal and business challenges to mitigate against legal risk and partner with the business on the implementation of policies to comply with legal and regulatory requirements and business processes Provides guidance and management to more junior legal advisors Hello Future Legal Advisor Welcome to...

Description To Provide legal solutions to complex legal and business challenges to mitigate against legal risk and partner with the business on the implementation of policies to comply with legal and regulatory requirements and business processes Provides guidance and management to more junior legal advisors Hello Future Legal Advisor Welcome to...

_ Our clients come from all walks of life and so do we We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger._Why You?"Your best investment is yourself. There is nothing that compares to it." - _Warren Buffett._Attention all Financial AdvisorsAre you looking to take...

Business Unit:Sales & DistributionFunction:Financial Advisors (Certified Financial Planner)Date:31 May 2024About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of...

Description RMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to...

A well-established multi-manager asset management firm is seeking a dynamic, experienced, and results-driven Head of Sales to join our team in Johannesburg. We offer a full range of funds on all major platforms, including offshore domiciled funds, catering to the needs of Independent Financial Advisors (IFAs). Our unique approach has created a compelling...

Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients,...

Insurance brokerage looking for young vibrant driven focused individuals who would like to join our dynamic team. **Duties**: - Book meetings for the financial advisor. - Calendar management. - Assist manager/director with admin. **Requirement**: - Matric - Knowledge on insurance products. - Sales experience. - Fluent in written and spoken English. -...

Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

Brokerage looking for young driven indivduals with a sales background to join our team.Job Discription:Book meetings for the financial advisor from our data base.AdminCalender managementRequirement:Fluent englishSales expTeam playerPlease note that this is a commission based job with a high earning potential.Job Types: Full-time, Part-timePart-time hours:...

DescriptionAssist in managing a portfolio of Private Wealth Clients along with a team of Private Bankers by providing analysis, research, and sales and service fulfillment to identify new banking opportunities and grow the existing client base through effective stakeholder management.Act responsibly with work resources to contribute to cost...

Insurance brokerage looking for young vibrant driven focused individuals who would like to join our dynamic team.Duties: Book meetings for the financial advisor. Calendar management. Assist manager/director with admin.Requirement: Matric Knowledge on insurance products. Sales experience. Fluent in written and spoken English. Basic outlook skills. Well...

Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management....