Strategic Client Relationships Lead in Financial Planning

Join a leading financial services provider dedicated to empowering clients with expert financial advice. In this role, you will build strong relationships with clients, understanding their unique needs and providing tailored financial solutions. Your commitment to ethical practices and compliance will ensure the trust and loyalty of your clients. This...

Introduction A well-established company in the Financial Services sector, based in Rustenburg is looking for a dedicated, detail-oriented, and highly motivated Client Relationship Manager to join their team. The successful candidate will work alongside Financial Planners and take full responsibility for the preparation and maintenance of client files,...

**PURPOSE OF THE ROLE**: Responsible to assist and empower clients to achieve their lifestyle - and financial goals by initiating and leading client-centric financial planning discussions. To provide future-fit advice, conduct a holistic financial needs analysis and present appropriate solutions to new and existing clients. Accountable for the advice...

A leading insurance company in South Africa seeks self-motivated and dynamic individuals for the role of Commissioned Financial Adviser. This position focuses on championing customers in achieving their financial goals by identifying their needs, providing tailored financial advice, and implementing suitable financial plans. Candidates will be responsible...

Ensure the smooth running of the allocated Financial Wellness Unit by compiling and implementing solves, marketing and promotional plans. Positively manage performance of all agents, as to meet and solve targets, thereby ensuring growth and service delivery according to Bayport Financial Services business and operational strategy. Manage the relationship...

A leading financial services company in Rustenburg is seeking a candidate to provide customer service and develop relationships with potential clients. The ideal candidate will have strong skills in consultative selling and customer management, supported by relevant qualifications. Responsibilities include assessing customer needs, maintaining CRM data, and...

**Sales Manager: Relationship Banking** - Requisition Number-141883 - Closing Date-22 September 2025 - Location-North West - Rustenburg - Job Family - Sales and Services - Career Stream - Relationship Management - Leadership Pipeline - Manager of Others - FAIS Affected - FAIS Affected - Yes **Job Purpose** - To lead, guide, support and coach front-line...

Commissioned Financial Adviser page is loaded## Commissioned Financial Adviserlocations: Rustenburg: Ellisrasposted on: Posted Todayjob requisition id: JR-72351**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.We are looking for self-motivated and dynamic individuals who have...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this. Aspire to be a Financial Adviser We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role involves championing our valued...

**RM: Private Clients** - Requisition Number -139236 - Closing Date-18 August 2025 - Location - Rustenburg - Job Family - Sales And Services - Career Stream - Relationship Management - Leadership Pipeline - Manage Self: Professional - FAIS Affected - FAIS Affected - Yes **Job Purpose** - To deliver banking solutions to clients by understanding their...