Investment Wealth Manager

Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigiousBank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business.Qualifications and Experience:Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law...

Location: Eastern CapeAre you a recent graduate with a passion for finance and a drive to help clients achieve their financial goals? This wealth management company is looking for a motivated and detail-oriented Wealth Advisor Assistant to join our team. This is an excellent opportunity to start your career in wealth management with a leading firm dedicated...

Job DescriptionTo 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.Hello future Wealth Manager, Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make...

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we've helped you dream of it, plan for it, deal with it. We've been in it with you. All of it.This role enables a driven and ambitious individual to become a trained Financial...

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 SummaryManage and...

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial...

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial...

We are looking for a Junior Wealth Advisor. Salary : R16 000 per month CTC commensurate with experience and qualification Qualifications / Requirements: B.Comm Financial Planning (essential)Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams)Knowledge of service provider products and their online websites operationsValid drivers...

We are looking for a Junior Wealth Advisor. Salary : R16 000 per month CTC commensurate with experience and qualification Qualifications / Requirements: B.Comm Financial Planning (essential)Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams)Knowledge of service provider products and their online websites operationsValid drivers...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Select how often (in days) to receive an alert: Location: Bellville, Western Cape, South Africa About Sanlam Corporate: Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive...

Our client in the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified person with previous experience providing technical and administrative financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity...

Requirements: CA, CFA, Honours degree or other relevant accreditationAt least 1 year of relevant working experience in the financial or related sectors.Non-listed equity valuation and financial modelling experience.Duties and Responsibilities include:Financial modelling and analysis.Preparing investment papers and reports.Assisting with aspects relating to...

Senior Investment Officer (Midlands "Westville") Permanent EL002538 Finance This is an excellent career opportunity for an energetic young professional to be part of a winning team in a growing national company with branches throughout South Africa. The successful candidate will have the ability to build and maintain strong working relationships, have...

Job experience and Skills we seek to place:BCom Accounting/Investment Management/Financial Sciences or related degrees.Corporate Finance institute Certifications are a plus.SAICA articles/ CFA levels completed.Strong academic records, awards and work achievements.Financial Modelling Exposure is an advantageIf you are interested in an opportunity, allow us to...

Bring your possibility to life Define your career with usWith 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 DescriptionProject...

Job published:Job published:Job ID:Job ID: 34743 Phone number:Phone number:Job Description Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Umhlanga Ridge The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best...

Job Purpose:To support the Wealth Management SA (WMSA) business in identifying opportunities for different segments, and work to use identified insights to design compelling, disruptive and commercially viable Client Value Propositions for the Advice and Philanthropy (Giving) offering. We are looking for individuals who thrive in a fast-paced and constantly...

Job Description:Assists in planning and implementing pursuit of strategic opportunities for Business Insurance, by cultivating client relationships or other commercial relationships and identifying new markets for Business Insurance products or services.(ads1)Job Responsibilities:Gather and analyze relevant information; and gain agreement to a statement of...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply locations Grahamstown posted on Posted 2 Days Ago 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 international expertise, a career with our family offers the...

Job Description:The position is responsible for the day to day administration of Umbrella Fund Operations, within the Retirement Funds business unit. This is a core administration function and the incumbent would be required to holistically manage and control a portfolio of different Retirement Fund disciplines, for example monthly contribution, claim,...