Private Wealth Advisor

Job DescriptionTo 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...

We are seeking a Wealth Advisor (Private Banking) to act as an intermediary between our company and our customers. You will provide financial advice to our clients and make recommendations on how to best use their money.Responsibilities: Assess client's overall financial picture, understand their needs and develop a solid financial plan Oversee the course of...

As a Financial Advisor, you've built a career based on your skills, training, and reputation. But, now it's time to elevate your career and join a team of reputable Financial Advisor's at one of South Africa's largest financial services companies.Authorised Sanlam Franchise, Lonfin Wealth BlueStar which is one of the leading BlueStar Franchise's nationally,...

About UsTrident Wealth Management is one of the largest and fastest growing franchise of Old Mutual Life Assurance Ltd. Our success and growth is largely due to our focus and dedication on attracting and retaining the right calibre of financial advisors. We are the trusted partner to a number of large entities, societies and municipalities throughout South...

Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial advisors to be based in...

Role PurposeTo 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 investments.Qualifications and Experience Minimum Qualification: Relevant Degree in Investment or Economics. Certified Financial Planner. Experience: 3 to 5 years'...

Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is looking for experienced life and investment executive sales financial planners...

Business Description:Sanlam Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is looking for experienced life and investment financial planners to be...

My client offering this position in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly...

Job ClassificationJob Requisition Closing Date - 6 March 2023Location - KwaZulu NatalCluster:Nedbank Wealth Wealth Management SA Business UnitPlease Note: Preference will be given to applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage Self: Professional FAIS Affected FAIS Affected YesJob...

Overview:The role of the Junior Financial Advisor is to provide support to the Senior Financial Advisor that will allow them to focus on advising the clients. A successful Junior Financial Advisor may then move up to advising clients, dependent on performance, experience, and expertise.Responsibilities: Responsible for assisting Senior Financial Advisors in...

The Wealth Network, a dynamic team and a juristic representative of Discovery is seeking an innovative Paraplanner. We are not just in search of experience; we are looking for a strategic thinker who excels in the meticulous administration of client portfolios and thrives on enhancing our service delivery through proactive client management and operational...

Department & Region: Kwa-Zulu Natal / Gauteng Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng. Company offers the following:ü Provision of office space and full infrastructure for financial advisorsü Full suite of administration services, i.e. new business finalisation, client services...

Job Advert Summary:The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client's personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life...

Skyrocket your careers as a Financial advisor.Requirements: Matric Drivers license Reliable vehicle Clear credit score and no criminal record.Benefits: Groundbreaking training on sales, mindset and financial planning. A chance to build true wealth and a 100% commision structure.Job Types: Full-time, PermanentPay: Up to R50 000,00 per...

We're looking a dynamic and energetic Sales Advisor to join a well established FSP in Umhlanga.Requirements: Grade 1 RE 1 & RE 2 years relevant experience in insurance sales Certificate or Diploma in Financial Planning / Wealth Management Knowledge of Shariah compliant products advantageous Own vehicle and valid drivers license Numerical ability Proficient...

Description To assist in proactively managing a portfolio of FNB 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....

Department & Region:Financial Advisors:Durban / Johannesburg / Cape Town***Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is...

Main job functionJoin an advisory company specializing in providing consulting services on diverse infrastructure and project finance deals. The team consists of seasoned project advisory and development management professionals with extensive experience in PPP projects, infrastructure initiatives, project finance transactions, and commercial property...

To find out more, click Apply or head on over to Crayon to review the full spec and 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 bespoke...