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Private Advisor
3 weeks ago
- Deliver exceptional experience and education to Private Clients on basic
wealth creation, accumulation.
- Increase vertical sales index (VSI) and drive client retention and entrenchment through using
contextual Money Management principles.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensuring effective management of the leads
pipeline.
- Produce consistently high-quality outputs within agreed deadlines.
Qualifications & Experience
- Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) Meet all requirements
on SUB-CATS.
- Experience - 3 to 5 years experience within a Sales/Service area of a financial environment.
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Private Advisor
2 weeks ago
Pretoria, Gauteng, South Africa FirstRand group Full timeDescription Hello future Private Advisor – 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. Are you someone who can: ...
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Private Advisor
3 weeks ago
Pretoria, South Africa The Hiring House Full timeResponsibilities - Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.- Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.- Understand and market all financial services solutions within the relevant business offering.- Assist...
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Private Advisor
3 weeks ago
Pretoria, South Africa Adzuna ZA B C2 Full timeResponsibilities - Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.- Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.- Understand and market all financial services solutions within the relevant business offering.- Assist...
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Junior Financial Advisor
4 weeks ago
Pretoria, South Africa Rory Mackie & Associates Full time**Overview**: The role of the Junior Financial Advisor is to provide support to the Senior Financial Advisor that will allow them to focus on advising the clients. A successful Junior Financial Advisor may then move up to advising clients, dependent on performance, experience, and expertise. **Responsibilities**: - Responsible for assisting Senior...
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Private Advisor
2 weeks ago
Pretoria, Gauteng, South Africa The Hiring House Full timeResponsibilities Deliver exceptional experience and education to Private Clients on basicwealth creation, accumulation. Increase vertical sales index (VSI) and drive client retention and entrenchment through usingcontextual Money Management principles. Understand and market all financial services solutions within the relevant business offering. Assist with...
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Independent Financial Advisors
3 weeks ago
Pretoria, South Africa Status Asset Management Full time**Position: Independent Financial Advisor (IFA)** **Location: National** - Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. _ **Who are we looking for?** A Financial Advisor (financial agent /...
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Private Client Advisor
2 months ago
Pretoria, South Africa FirstRand Full timeJob Description To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles - Contribute to the development of larger...
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Financial Advisor
4 weeks ago
Pretoria, South Africa Rory Mackie & Associates Full time**Overview**: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to...
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Independent Financial Advisors
1 week ago
Pretoria, Gauteng, South Africa Status Asset Management Full timePosition: Independent Financial Advisor (IFA)Location: National Aluma Capital strives to be South-Africa's leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. _Who are we looking for?A Financial Advisor (financial agent / broker) who will be...
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Financial Advisor
3 months ago
Pretoria, South Africa Rory Mackie & Associates Full timeOverview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...
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Financial Advisor
3 months ago
Pretoria, South Africa Rory Mackie & Associates Full timeOverview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...
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Financial Advisor
4 weeks ago
Pretoria, South Africa Rory Mackie & Associates Full timeOverview: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to...
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Financial Advisor
1 week ago
Pretoria, Gauteng, South Africa Rory Mackie & Associates Full timeOverview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...
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Financial Advisor
2 months ago
Pretoria, South Africa Rory Mackie & Associates Full timeOverview: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to...
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Financial Advisor
4 weeks ago
Pretoria, South Africa Rory Mackie & Associates Full timeOverview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...
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Financial Advisor
4 weeks ago
Pretoria, South Africa Rory Mackie & Associates Full timeOverview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...
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Independent Financial Advisors
1 month ago
Pretoria, South Africa Status Asset Management Full timePosition: Independent Financial Advisor (IFA) Location: National Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. Who are we looking for? A Financial Advisor (financial agent / broker) who will be...
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Independent Financial Advisors
4 weeks ago
Pretoria, South Africa Status Asset Management Full timePosition: Independent Financial Advisor (IFA) Location: National Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. Who are we looking for? A Financial Advisor (financial agent / broker) who will be...
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Municipality Advisor
3 weeks ago
Pretoria, South Africa Chemonics International Full timeChemonics is seeking a Municipality Advisor for their Empower Southern Africa (ESA) Project. I. Background The USAID Empower Southern Africa (ESA) Project is a $85 million, five-year activity aimed at increasing the availability of and access to affordable, reliable, sustainable and clean energy in Southern Africa in order to reach measurable...
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Water and Sanitation Advisor
3 weeks ago
Pretoria, South Africa Chemonics International Full timeChemonics seeks a Water and Sanitation Advisor for the anticipated, five-year $30-$35 million USAID-funded Resilient Cities Limpopo Activity. The purpose of this activity is to increase access to safely managed and reliable critical services—namely water, sanitation, and solid waste management— for urban residents in the Limpopo River Basin. The activity...