Experienced Wealth Planner

Overview Hire Resolve is currently partnering with several esteemed clients seeking experienced Wealth/Financial Planners to join their teams in South Africa. These roles are ideal for professionals who excel in providing personalized financial guidance, developing comprehensive wealth management solutions, and fostering long-term client relationships. If...

Company Overview: Lucas Ash is excited to partner with South Africa's largest and most innovative insurance provider in our search for dynamic Wealth Planners and Financial Planners. By joining this industry-leading organisation, you will have the opportunity to accelerate your career while providing top-tier financial solutions to a diverse client...

Have you obtained a Post Graduate Diploma in Financial Planning or an Honours Degree in Financial Planning? Chartered Wealth offers a prestigious Articled Planner Programme for eligible PgDip Financial Planning and Honours in Financial Planning Graduates. We have designed our 3-year-long Articled Planner Programme to equip financial planning graduates with...

**Position**:Aspiring and Experienced Financial Planners **Location**:Johannesburg **Company**: Morebo Group **We’re Hiring!** Are you passionate about financial wellness and driven to help others make smart decisions that enhance their lifestyle and build wealth? Whether you're just starting out or already have experience, this is the opportunity for...

**Job Description**: This is an opportunity for a passionate and well-established Wealth Manager to flourish in a dynamic and fast paced environment, which empowers you to grow and improve. RMB Private Bank is seeking experienced Wealth Managers, to form part of our team and provide expert legacy and wealth management advice to our diverse range of...

Requirements: - Matric - Tertiary education in relevant field (BCom, Finance or Wealth management) - Postgrad diploma in Financial planning - Completed RE5 - At least 5 years experience as a private client wealth manager - Knowledge of Financial markets, Equities and foreign investment schemes - Valid drivers license Duties include but not limited to: -...

Job Title: Wealth Management Consultant - Portfolio Growth SpecialistAbout Us:We are Liberty Standard Bank Group, a leading financial institution dedicated to delivering exceptional wealth management services.Salary:$120,000 per annumJob Description:Main Responsibilities:Acquire new clients through building strong relationships and partnerships within the...

Position: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

Position: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

**Qualifications required**: - A degree in a finance related field such as a BCom, BusSc - A wealth management or investment management qualification recognized by the FSCA - A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous **Skills and experience required**: - At least 2 years’...

At Full Circle Selection, we are seeking a highly skilled Wealth Manager to join our team. As a key member of our financial services advisory group, you will be responsible for providing expert guidance and support to high-income clients in achieving their financial goals.About the RoleThe successful candidate will have 3-5 years of experience as a Wealth...

Job Description Hello future Wealth Manager - Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. As a Wealth Manager, you...

Job Description As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our...

We are seeking a client-centric Strategic Portfolio Manager to join our team at Liberty Standard Bank Group. As an experienced Wealth Planner, you will be responsible for managing and acquiring a portfolio of High Net Worth clients.Main ResponsibilitiesAcquire new clients by building great relationships internally and externallyManage pipeline and workflow...

**Financial Planner - (CFP or CFA Preferred)** **About the company**: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax and estate planning to medical practitioners nationally. **About the role**: We are seeking suitably experienced financial advisor's who are self-motivated, dynamic and...

**How you'll role** In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company’s goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this...

Job Title: Wealth Manager (Hybrid)Role Overview:The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client''s financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection. The team is composed of...

We are looking for Senior Financial Planners to join one of the biggest banks in South Africa. We are looking for passionate individuals with a FAIS aligned NQF5 qualification, completed RE5 certification and a minimum of 2 years in the industry to join our team. Our commission-based role offers unlimited earning potential, flexibility, and autonomy in...