Advice Digital Technical Specialist – Wealth
3 weeks ago
Role: Advice Digital Technical Specialist WealthCategory: Wealth ManagementLocation: TygervalleySalary: R300 000 R350 000 Per AnnumA leading financial services provider is seeking a dynamic Digital Technical Specialist to join their Technical Advice Team in Tygervalley, Cape Town. This role supports the digital transformation of the wealth advice function by driving the adoption and development of a digital financial planning tool. It is ideal for someone with a strong foundation in financial planning and a passion for innovation, training, and adviser enablement.Key Responsibilities:Deliver training to financial advisers on the use of the digital wealth advice tool through virtual platforms (e.g., MS Teams) and in-person sessions.Participate in adviser office visits to encourage tool adoption and provide hands-on support.Collaborate with teams to improve and refine the digital advice process and tools.Drive the development, testing, and rollout of new tool enhancements.Translate complex financial planning concepts into engaging presentations and easy-to-use materials.Provide technical system support to advisers, support staff, and regional teams.Interpret financial needs analyses and digital cash flow projections to assist with client planning.Develop written and video-based training content and tool guides.Test digital enhancements for functionality and user experience.Support the standardisation of advice processes and documentation.Partner with cross-functional teams to define digital tool requirements based on real-world adviser and business needs.Compile regular communications, reports, and presentations for stakeholders on tool performance and advice processes.Requirements:A qualification in Financial Planning, Wealth Management, or Finance (completed or near completion, CFP preferred).Minimum of 2 years experience in the financial planning, wealth advice, or finance industry.Strong command of English, both written and spoken.Proficient in Microsoft Office, especially PowerPoint and Word.Willingness to travel occasionally within South Africa.Experience working directly with financial advisers or clients is a plus.Key Competencies:Professional, confident, and articulate.Energetic, innovative thinker with a problem-solving mindset.Skilled in translating complex business needs into digital solutions.Excellent written and verbal communication skills.Strong analytical and creative thinking abilities.Able to work collaboratively across departments and teams.Attention to detail with strong presentation and interpersonal skills.Adaptable, emotionally intelligent, and resilient under pressure.
-
Advice Enablement Specialist
4 weeks ago
Durban, South Africa Spane4All Full timeAdvice Enablement Specialist page is loaded## Advice Enablement Specialistlocations : Durbantime type : Full timeposted on : Posted Todaytime left to apply : End Date : October 29, Job Description To provide expertise, advice and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our front-line sales...
-
Advice Enablement Specialist-3
2 weeks ago
Durban, South Africa FirstRand Full timeJob Description To provide expertise, advice and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our front-line sales objectives through coaching and enabling Money Managers and Financial Advisors and Wealth Managers to provide the best advice to our clients that adheres to business rules and FAIS...
-
Wealth Manager, Durban
5 days ago
Durban, KwaZulu-Natal, South Africa Independent Resourcing Consultancy Full time R900 000 - R1 200 000 per yearAre you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning...
-
ICT Digital Engagement Specialist
6 days ago
Durban, South Africa Tower Group South Africa (PTY) Ltd Full timeOur client, a leader in the Financial Services & Pensions is seeking an experienced ICT Digital Engagement Specialist PURPOSE OF THE JOB The Web and Social Media Specialist is responsible for creating content and coding the design in collaboration with Public Relations department through a process that delivers up to date high-quality creative content...
-
ICT Digital Engagement Specialist
6 days ago
Durban, South Africa Tower Group Full timeOur client, a leader in the Financial Services & Pensions is seeking an experienced ICT Digital Engagement Specialist PURPOSE OF THE JOB The Web and Social Media Specialist is responsible for creating content and coding the design in collaboration with Public Relations department through a process that delivers up to date high-quality creative content...
-
ICT Digital Engagement Specialist
6 days ago
Durban, South Africa Tower Group Full timeOur client, a leader in the Financial Services & Pensions is seeking an experienced ICT Digital Engagement SpecialistPURPOSE OF THE JOBThe Web and Social Media Specialist is responsible for creating content and coding the design in collaboration with Public Relations department through a process that delivers up to date high-quality creative content...
-
National Wealth Manager
1 day ago
Durban, South Africa Big Bang Theory Solutions Full timeOur Durban based client is looking for a qualified and experienced National Wealth Manager. **CORE PURPOSE OF THE JOB** To lead and manage the wealth management division of the bank nationally, ensuring the provision of high-quality financial advisory services through a team of regional financial advisors to meet the diverse financial needs of...
-
Wealth Manager
1 day ago
Durban, KwaZulu-Natal, South Africa Nedbank Full time R1 200 000 - R2 400 000 per yearJob ClassificationRequisition Melissa CloeteBusiness Unit - Nedbank Private and Wealth - High Net WorthLocation - Nedbank Park Square Campus, Umhlanga, KZNClosing Date - 19 November 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage...
-
Wealth Manager
3 weeks ago
Durban, South Africa nedbank Full timeBusiness Unit - Nedbank Private and Wealth - High Net Worth Closing Date - 19 November 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Manage Others (MO) FAIS Affected FAIS Affected - Yes Job Purpose To manage clients wealth needs through an ongoing advisory process to...
-
Wealth Manager
2 weeks ago
Durban, South Africa Rmbwestport Full timeWealth Manager page is loaded## Wealth Managerlocations: FNB Acacia house, 2 Kikembe Drive, Umhlanga, Durban, time type: Full time posted on: Posted Today time left to apply: End Date: November 7, (2 days left to apply) job requisition id: R Job Description Provide product support training on Wills, ensure multiple channel relationships, prepare Wills free...
