Wealth Planner

2 weeks ago

Mbombela, South Africa Nedbank Full time

A leading South African financial institution is looking for a financial expert to provide wealth creation advice and develop customized financial plans for clients. The ideal candidate will have experience in financial planning, strong analytical skills, and an ability to build trusting relationships. This role offers the opportunity to grow a profitable practice while ensuring compliance with industry regulations.#J-18808-Ljbffr

  • Financial Planner

    3 weeks ago

    Mbombela, South Africa Nedbank Full time

    Job Purpose To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank. Job Responsibilities Analyse clients' financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a bespoke...

  • Financial Planner

    6 days ago

    Mbombela, South Africa nedbank Full time

    REQ: Closing Date: 27 May 2024 Job Family Sales and Services Manage Self: Technical FAIS Affected FAIS Affected - Yes Job Purpose To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank. Job Responsibilities Analyse clients’ financial statuses to determine their expenses, income,...

  • Wealth Planner

    6 days ago

    Mbombela, South Africa Nedbank Full time

    A leading South African financial institution is seeking a financial expert to provide wealth creation advice and develop customized financial plans. The ideal candidate should have experience in financial planning, strong analytical skills, and the ability to build trusting relationships with clients. This role offers an exciting opportunity to establish a...