Wealth Growth Partner for IFAs

A financial services provider in KwaZulu-Natal seeks an Investment Consultant to develop strong partnerships with Independent Financial Advisors (IFAs). The ideal candidate will have a BCom degree, extensive experience in the financial services industry, and a solid understanding of investments and wealth management. Responsibilities include coaching IFAs,...

A financial services provider in KwaZulu-Natal is seeking an Investment Consultant to build strong partnerships with Independent Financial Advisors (IFAs). The successful candidate should possess a BCom degree and have extensive experience in the financial services industry. Key responsibilities will include coaching IFAs, enhancing brand connections, and...

A leading financial services provider is seeking a Retail Business Consultant in Durban to enhance partnerships with IFAs and drive sales. Candidates should possess a 3-year BCom degree and 1-3 years of sales experience. Strong business acumen and communication skills are essential for building lasting relationships. This full-time position requires a...

A leading financial services provider in Durban is seeking a Retail Development Consultant to build partnerships with Independent Financial Advisors (IFAs). The role involves understanding IFA needs, driving sales objectives, and developing industry relationships. Ideal candidates should hold a BCom degree and possess up to 3 years' experience in financial...

Talent Pool: Investment Consultant (KwaZulu – Natal) Momentum, a financial services provider of choice since , known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and...

Role Purpose The Investment Consultant crafts passionate, self‑starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client...

Role Purpose: The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC / IFA business relationship will be strengthened by client...

Minimum requirements: Matric with RE exams and FAIS complianceRelevant business or legal qualification and financial services sales experience advantageousAbility to deliver annual and monthly FX sales targetsStrong relationship-building skills with IFAs, wealth managers, accountants and financial institutionsExperience generating and closing FX sales...

A financial services company in Durban seeks an experienced Investment Regional Manager to lead a team of consultants. The role involves building relationships with Independent Financial Advisers (IFAs) and ensuring the growth of the investment business while achieving sales targets. Candidates should have substantial investments and management experience,...

Minimum requirements: Matric with RE exams and FAIS compliance Relevant business or legal qualification and financial services sales experience advantageous Ability to deliver annual and monthly FX sales targets Strong relationship-building skills with IFAs, wealth managers, accountants and financial institutions Experience generating and closing FX sales...