Wealth Manager

**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...

**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...

A Financial Service Provider based in Hilcrest Kwazulu Natal, is currently looking for an experienced and qualified Administrator, who will assist the Wealth Manager with the presales administration process, the product implementation administration process, and the post administration process. This involves working with various insurance companies, clients...

**Company Description** Trident Wealth Management, an Old Mutual Agency franchise, is a financial planning firm that provides best-of-breed financial planning resources, tools and advice, all backed by Old Mutual’s reputation as South Africa’s most trusted financial services provider. Located in Durban, the partnership with Old Mutual allows Trident...

**Job description**: **Responsibilities**: - Client Services - Identifying new business opportunities within the client base, as well as growing the client base through new accounts. - General Administration **Key Activities**: - Onsite visits and induction/ongoing training/presentation to clients - Assist clients with queries - Arrange and attend...

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...

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...

**Job Advert Summary**: The focus of this position is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential requiring patience and a willingness to assist. Communication with others is based on knowledge of repetitive job routines and procedures. Consistent, error free...

AOS Wealth (PTY) Ltd is a Financial Planning Firm based in Durban North KZN. We are seeking an **Administrator in Long-Term Insurance(Life/Medical Aid/Investment)**. **ONLY CANDIDATES WITH THE REQUIRED EXPERIENCE TO APPLY.** **Type of employment**: Fixed term contract. **Salary**:R9000,00 - R11 000,00 (Dependent on qualification and...

My client is seeking a Regional Manager in the Wealth space offering an attractive basic and commission! **Responsibilities**: **Strategy, Planning and Management** - Assist in formulating the region’s future direction and supporting tactical initiatives - Monitor and direct the implementation of strategic business plans - Develop Revenue generating...

**Role 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 investments. **Qualifications and Experience** - Minimum Qualification: Relevant Degree in Investment or Economics. Certified Financial Planner. - Experience: 3...

**Job Classification** - **REQ: 123198 - Refilwe Falatsi**: - **Location: Park Square Campus, KZN / EC**: - **Closing Date: 23 January 2023**: - **Division: Wealth Management SA (Distribution)**: - **Employment Equity Statement: Preference will be given to individuals from the underrepresented groups.**: - **NB: This is a graduate position, applicants...

We are recruiting experienced Financial Advisors who are looking to join a forward-thinking, industry-leading Wealth Management Consultancy with licenses to operate across Europe. The deVere Group of Companies are the world’s premier wealth tech and advice organization. deVere Group, via its well-regulated subsidiaries, is able to access cutting edge...

We have several exciting roles in leading wealth management and insurance brokers in the Durban area. Positions available: - Commercial and Personal Lines Underwriter - Short term Claims Consultant - Corporate Benefit Specialist - Medical Aid Specialist - Broker Assistant/Administrator - Paraplanning manager **Requirements**: - Completed Matric or...

Founded in the 90’s this duo, with their wealth of experience in Freight Forwarding saw the opportunity and established a business with the infrastructure to offer a total logistic solution to South African and International clients. As an accredited Freight Forwarder they have a track record in successfully manage their clients’ imports and export from...

If you are searching for a meaningful career that offers the opportunity to make a difference in the lives of customers and you want to work for a company that is a leader in its field, you will find it at Liberty.Requirements: LaptopClear credit record Clear criminal record Industry experience (advantageous)Own vehicleSkills:A high degree of...

We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

**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...

**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...

**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...