Wealth Advisors

We are looking for a Customised Wealth Management Advisor to provide holistic and bespoke wealth management advice to our clients. As a key member of our wealth management team, you will work closely with clients to understand their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive wealth management plans tailored to...

Job title : Private Wealth Advisor (Pretoria)Job Location : Gauteng, PretoriaDeadline : April 27, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionRMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client's wealth journey. Our strong record of excellence, combined...

Sales Professionals Wanted – Become a Financial AdvisorAre you a high-performing salesperson who knows how to generate leads and close deals? Have you mastered the art of networking, cold calling, and converting prospects into clients? If so, it's time to take your skills to the next level with a career in financial planningWho We're Looking For:We want...

About this OpportunityWe have an exciting opportunity for a Wealth Management Expert to join our team at Investec. As a Senior Financial Advisor, you will be responsible for providing expert financial guidance to our clients on investment and risk management strategies.Key Responsibilities:Develop and implement comprehensive wealth management plans that meet...

Job TitleWe are seeking a skilled and experienced Private Banking Advisor to join our team at Trafalgar Property And Financial Services.Job DescriptionThe successful candidate will be responsible for designing and implementing tailored financial solutions for high-net-worth individuals, including investment strategy and wealth management advice.Key...

The Client Services role involves supporting the wealth business and occasionally assisting the group's subsidiary businesses. Rather than having separate teams for different services, everyone in Client Services handles a variety of tasks, offering a great opportunity to gain broad experience in the financial services industry. The role calls for strong...

Are you a high-performing salesperson looking to take your skills to the next level? We are seeking experienced sales professionals to join our team of financial planners and build a rewarding career with unlimited earning potential.About Concept Wealth HoldingsWe provide comprehensive training and licensing support to help you become a certified financial...

The key to success lies in understanding your clients' unique needs and delivering bespoke solutions that drive results. As a financial advisor at Concept Wealth Holdings, you will play a vital role in shaping our clients' financial futures and enjoying a fulfilling career in the process.Role Highlights:Develop deep relationships with clients to identify and...

A Financial Planner position available for a leading company within the financial industry.OverviewWe are seeking an experienced Financial Planner to join our team in South Africa. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key ResponsibilitiesConsolidate and...

KBSSpikes, a Sanlam Accredited Broker, is looking for Financial Advisors that are enthusiastic, dedicated, target-driven, and focused.The candidate will be rendering Sanlam Financial Services.The candidates will be earning on commission only for the first two-month probation period.After the successful probation, the candidates will earn R3000.00 basic...

Company DescriptionWelcome to Hereford Group The Hereford Group of Companies, established in February, is a prominent financial services provider in South Africa. With a focus on financial advisory services, the Group offers a wide range of services across major centers in South Africa.Hereford Group is seeking highly entrepreneurial individuals who are...

About the Role:Concept Wealth Holdings Mzansi is seeking a talented individual to join their team as a Financial Adviser. This exciting opportunity will allow you to establish and maintain a client base, provide professional advice, and build a profitable practice.Key Responsibilities:Develop and execute strategies to acquire new clients and grow existing...

Are you ready to turn your business mindset into a rewarding career in finance? Seeking a path that combines your passion for business with the opportunity to guide others toward financial success? Join us as a Financial Advisor and embark on a journey where every day is an adventure in innovation and empowerment. As a Financial Advisor, you will: Craft...

Jse Limited is hiring an Expert Financial Advisor to join its esteemed team. The successful candidate will have expertise in advising clients on complex financial matters, including wealth management, tax planning, and estate planning.Key Responsibilities:Conducting thorough financial assessments and creating personalized plansCollaborating with...

Job Overview:Kaon Advisory Services is a reputable financial advisory firm offering expert wealth management solutions. As an Executive Financial Advisor, you will be responsible for delivering high-quality financial advice to our clients. This role presents an excellent opportunity to grow your career in a dynamic and supportive environment.About UsWe...

A leading financial services provider, People Dimension, is seeking a highly skilled and experienced Wealth Advisor/Assistant to join their team.The successful candidate will assist Financial Planners in all administrative tasks, including research, proposal preparation, client communication, and reporting.Key responsibilities include:Supporting Financial...

We are seeking an Investment Consultant to craft passionate partnerships with our network of independent financial advisors (IFAs).About UsMomentum is a leading financial services provider that has been serving South Africans since 1966. We pride ourselves on our entrepreneurial spirit and innovative culture.Role PurposeThe successful candidate will be...

About the RoleThe Private Banking Advisor will be responsible for delivering exceptional client service and building long-term relationships with high-net-worth individuals.Key ResponsibilitiesConduct thorough needs analysis and develop personalized financial plans for clients.Provide ongoing investment advice and portfolio management.Stay up-to-date with...

5 days ago Be among the first 25 applicantsDirect message the job poster from 1.618 Financial ServicesCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time Executive Independent Financial Advisor role is a hybrid position, located in Pretoria, with some work from home acceptable. The responsibilities include providing...

Role OverviewThe successful candidate will act as a Financial Services Advisor, responsible for servicing and managing all client profiles to ensure clients remain on the books. This includes sending payment reminders, conducting follow-ups and remaining in contact to address potential queries or provide support.Main ResponsibilitiesManage own capacity to...