Senior Institutional Investment Advisor

Overview Elevation Financial Advisor Services partners with individuals to provide comprehensive, sustainable financial solutions. We aim to elevate clients to a stable financial space where they have control and peace of mind. Our approach is rooted in prudence and wisdom, ensuring that every collaborative decision leads to prosperity. We focus on evolving...

Join Sanlam as a Senior Financial Advisor This is a full-time hybrid role for a Senior Financial Advisor at Avion Wealth BlueStar - authorized by Sanlam. The Senior Financial Advisor will be responsible for financial planning, retirement planning, investments, and providing financial advisory services. The role is based in Johannesburg with the flexibility...

A financial services firm in Gauteng seeks a Human Capital Business Partner to deliver investment solutions for institutional clients. The candidate will support relationship management, contribute to business development, and ensure client satisfaction through professional service. Ideal applicants should have a degree in Finance, strong leadership skills,...

Direct message the job poster from CA Financial Appointments I connect quality Financial Services professionals with credible organizations in South Africa. Are you ready to lead one of South Africa’s largest and most complex investment portfolios? We’re working with a leading institutional platform seeking a strategic thinker and collaborative leader to...

Direct message the job poster from CA Financial Appointments I connect quality Financial Services professionals with credible organizations in South Africa. Are you ready to lead one of South Africa's largest and most complex investment portfolios? We're working with a leading institutional platform seeking a strategic thinker and collaborative leader to...

A leading banking institution in Bloemfontein seeks a Business Financial Advisor to provide financial and investment advice. Successful candidates will have a Bachelor’s degree in commerce or finance and 3 to 5 years of experience in financial services. This position is fully remote, focusing on client management and sales targets. Applicants must be...

A financial advisory firm in Umhlanga Rocks is seeking an Entry-level Financial Advisor. This full-time hybrid position involves creating personalized financial plans, offering investment and retirement advice, and helping clients achieve their financial goals. A Matric or equivalent, as well as 12 months’ experience in financial services, are required for...

A financial services firm in Umhlanga is seeking a Financial Advisor for a full-time hybrid role. You will create personalized financial plans, advise clients on investments and retirement, and conduct financial assessments. Candidates must have at least a Matric qualification and a minimum of 12 months’ experience in financial services. A valid driver's...

Be among the first 25 applicants. This is a full-time, hybrid role based in Cape Town / Johannesburg. The Financial Advisor will consult with clients to assess their financial goals, develop personalised financial plans, and provide strategic advice on investments and retirement planning. The role involves conducting financial analyses, staying up-to-date...

2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. To provide comprehensive individual financial advice support to Alexforbes with the aim of ensuring compliance with applicable law, individual tax, exchange control ("excon"), investment and financial advice requirements for retail clients, resolving...