Senior Private Banking Advisor | Financial Planning

Direct message the job poster from Succession Financial Planning National Recruitment Leader: Partnering with Financial Advisors & Independent Brokers to diversify their income streams, build sustainable practices… Looking for your next career move? About the Role: Succession Financial Planning invites you to join our team, where you’ll have access to...

Talent Acquisition Specialist at Momentum Group We are looking for new and established financial advisors to join our business in Sandton and KZN. At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser,...

A leading financial services firm in Sandton is seeking a Talent Acquisition Specialist. The role involves advising clients on their financial goals, networking to find new clients, and preparing detailed financial plans. Candidates should have a Grade 12 education, a South African ID, and a valid driver's license. This position is suitable for both...

Job DescriptionTo deliver exceptional financial advisory and intermediary service and education to Private Clients. The Private Financial Advisor will provide financial advice, focusing on insurance and investment solutions. The role requires FAIS accreditation, product expertise, and strong client engagement skills.Hello Future Private Financial...

Branch Consultant/ Financial Advisor - Alexander Pan African Mall Job Description To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications Type of Qualification: Diploma NQF...

A prominent banking institution is looking for a Legal Advisor to provide legal advice on complex matters and manage legal risks across its banking divisions. The ideal candidate will have 5-6 years' experience in banking or commercial law, as well as being an admitted attorney with a Bachelor's degree in Law or Commerce. Strong communication and analytical...

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...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis,...

About us, purpose, experience and qualifications **about us**: **purpose**: - To play a key role in providing legal and compliance advisory role within Ashburton Investments**experience and qualifications**: - Qualified as an attorney or advocate is essential. - 3 years’ experience as a legal counsel/advisor in the financial services industry,...

Job DescriptionThe Lending Advisor is responsible for managing end-to-end lending transactions for RMB Private Bank (RMBPB) Private Clients (PC) and Private Wealth (PW) clients. This role involves originating lending deals for the bank, assessing clients' financial requirements and cash flow positions, and structuring tailored lending solutions. The Lending...