Insurance/Wealth Advisory

Wealth AdvisorBoutique Financial Advisory business seeks client-centric person, with an entrepreneurial mindset. Be instrumental in acquiring and managing a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects. Run your own practice in the business. Exciting career opportunity.***Main Responsibilities Acquire new clients by...

These jobs were popular with other job seekers Insurance and Wealth Creation Professionals t/a IWCP Insurance and Wealth Creation Professionals t/a IWCP Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts...

Are you based in the United States? Select your country to see jobs specific to your locationRole Purpose:To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investmentsResponsibilities:Formulate proposals in cash management, risk...

Job DescriptionTo deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principlesHello future Private Wealth Advisor,Welcome to FNB, the...

Job Title: Client Wealth ManagerCompany: Leading Financial Services FirmQualifications Required:A degree in a finance related field such as a BCom or BusScA wealth management or investment management qualification recognized by the Financial Sector Conduct Authority (FSCA)A postgraduate Diploma in Financial Planning, Economics, Investment Management, or CFA...

Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years' experience as a Client...

To find out more, click Apply or head on over to Crayon to review the full spec and apply?How you'll roleIn your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company's goals and objectives as well as your own. You will provide...

Bring your possibility to life Define your career with us 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 SummaryShort Term...

Job Advert Summary:The member base forms part of the Wealth Advisory channel and will be served, maintained and assisted with new and additional needs by the Virtual Wealth Manager.Minimum Requirements:Formal Qualifications BCom with relevance or Post-Graduate Diploma in Financial Planning or studying towards this qualification will be advantageous RE...

As a Wealth Manager, you will be in a team where experts come together using a data-informed IntegratedAdvice approach that takes a holistic view of each client's current reality and combines this with their goals, familyneeds and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up toour promise of staying...

Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory...

Bring your possibility to life Define your career with us 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 SummaryShort Term...

OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN.WE OFFER1) Excellent Comm splits. Different contracts available.2)A Vesting Bonus3) 13th Cheque / production bonus 6-8% of annual commission4) Training Allowance of R25 000 paid (upfront or...

With the provision of significant qualified leads, the Wealth Manager's main responsibility is to drive penetration into the banking customer base through relationship building and offering clients fully independent wealth and financial planning solutions. Independent Practitioner Partnership model vs Traditional Employment model:The Independent Practitioner...

AN OPPORTUNITY FOR A CAREER WITH THE NUMBER 1SANLAM BLUESTAR FRANCHISE IN THE COUNTRY :BERGHSHIRE BLUESTAROUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN.WE OFFER Choice of different Sanlam adviser contracts Vesting Bonuses for the first...

Marsh is the leading insurance broker and risk adviser worldwide, with over 35,000 colleagues in 130 countries. They provide data-driven risk solutions and advisory services to commercial and individual clients. Marsh is part of Marsh McLennan, a global professional services firm in risk, strategy, and people. The firm, with annual revenue of nearly US $17...

Marsh is the leading insurance broker and risk adviser worldwide, with over 35,000 colleagues in 130 countries. They provide data-driven risk solutions and advisory services to commercial and individual clients. Marsh is part of Marsh McLennan, a global professional services firm in risk, strategy, and people. The firm, with annual revenue of nearly US $17...

The main purpose of the position is to manage the short-term sales team and administration function and determine the number of policies that should be sold during a certain period and oversee the sales team's progress in meeting goals. It also includes the provision of strategies for increasing sales, feedback, and developing marketing campaigns.Key Role...

Requisition Details & Talent Acquisition Consultant Tshegofatso SemenyaJob Family Risk, Audit and ComplianceCareer Stream AuditingLeadership Pipeline Manage Self ProfessionalJob Purpose To conduct portfolio audits and manage stakeholder relationships and portfolio specifically relating to Insurance which is part of the wider Wealth...

Head Distribution Short Term Insurance page is loaded Head Distribution Short Term Insurance Apply remote type Hybrid locations Johannesburg time type Full time posted on Posted Yesterday job requisition id R Empowering Africa's tomorrow, story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and...