Estate & Wealth Planning Specialist

A leading financial services provider in Gauteng seeks a Financial Advisor to review client policies, provide specialist advice, and assist clients in making informed decisions. The role emphasizes ongoing client servicing with a focus on wealth management and requires a qualification with at least 120 credits plus 2 years of related experience. Join a...

Attention Wealth Management Professionals! Our client is currently seeking a highly motivated and experienced Wealth Advisor / Wealth Paraplanner to join their dynamic team. As a Wealth Advisor / Wealth Paraplanner, you will be responsible for acquiring and managing a portfolio of high net worth clients, while providing exceptional financial planning and...

SAP Real Estate Lead Consultant at Blue Pearl HQ Job Description We are seeking a seasoned SAP Real Estate Lead Consultant to manage and optimize SAP RE‑FX solutions within a banking environment. The role involves overseeing property and lease management processes, ensuring compliance with IFRS 16, and integrating real‑estate data with financial...

Job Brief We are looking for a professional Real Estate Agent to be an intermediary between sellers and buyers. Real Estate Agent responsibilities include marketing listings and providing guidance to buyers and sellers. This is a great opportunity for someone looking to grow their career in real estate. **Requirements**: Proven working experience as a real...

**Who are we?** - Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. - With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement...

EQ-FIN Bryanston - Wealth Planner Full Training Provided (Follow a comprehensive, entrepreneurial, management as well as leadership curriculum) Location: Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape) Type: Permanent Hours: Full Time Published: 3 days ago Unlimited Earning Potential - Rewards and Incentives EE/AA, Non EE/AA...

### **Empowering Africa’s tomorrow, together…one 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 opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.**Job...

Empowering Africa’s tomorrow, together…one 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 opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary...

Senior Client Specialist Job location: Sandton, Gauteng, South Africa. We’re looking for a Senior Client Specialist to drive excellence in Broker Consultant (BC) support, lead product expertise initiatives, and strengthen the Wealth & Investments front‑office Centre of Excellence. What You'll Do Provide specialist product and technical support to BCs on...

About the Role:Were looking for a Senior Client Specialist to drive excellence in Broker Consultant (BC) support, lead product expertise initiatives, and strengthen the Wealth & Investments front-office Centre of Excellence. This role combines product mastery, advanced client engagement, operational accuracy, and strategic insight serving as a senior...