Wealth Service Agent

VACANCY – FINANCIAL ADVISORWarwick seeks an experienced Investment Advisory professional to join its team as a Financial Advisor/Wealth Planner. The successful candidate will be responsible for securing new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore...

Wealth Planning SpecialistAre you a motivated and driven individual seeking a challenging role in the financial services industry?Look no further than Warwick Wealth, where we are currently seeking a Wealth Planning Specialist to join our team.This dynamic role offers the opportunity to work closely with high net worth clients, providing expert investment...

About Our OpportunityWe are seeking an experienced Financial Advisor to join our team at Wealth Way, a leading Financial Services Company in South Africa.As a Financial Advisor, you will be responsible for providing expert financial guidance to clients, developing and implementing personalized financial plans, and building strong relationships with...

We are seeking a highly motivated individual to fill the Wealth Management Team Head position.The successful candidate will be responsible for managing the performance of agents to meet targets and deliver exceptional service quality. You will also develop and implement strategies to ensure the Financial Wellness Unit operates efficiently and...

About Wealth WayWe are a leading Financial Services Company in South Africa, dedicated to providing expert financial guidance to our clients.Our team of experienced financial professionals is committed to helping individuals and businesses achieve their financial goals.Job OverviewWe are seeking a talented Financial Advisor to join our dynamic team. As a...

VACANCY – WEALTH PLANNER / SPECIALISTThe role of the Wealth Planner/Specialist is to acquire new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore investment products, as well as offering and cross-selling Warwick's other complementary product offerings.Wealth...

We are looking for a highly skilled and motivated professional to fill the role of National Manager: Wealth Advisory. As a key member of our senior leadership team, you will be responsible for driving the growth and development of our wealth advisory services.The ideal candidate will have a deep understanding of the financial services industry, excellent...

VACANCY – WEALTH PLANNER / SPECIALISTThe role requires a talented and driven investment advisory professional who is responsible for securing new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore investment products, as well as offering and cross-selling Warwick's...

We are seeking an experienced and accomplished leader to fill the role of National Manager: Wealth Advisory. This critical position will play a vital part in shaping the future of our wealth advisory services and driving our company's growth and success.The ideal candidate will possess a unique blend of skills, expertise, and passion for delivering...

AlphaWealth is a leading independent wealth management firm providing investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts.Established in , AlphaWealth manages global assets exceeding R15 billion and operates in major South African and international financial centers including...

We invite you to become part of our team at one of the leading investment banks in South Africa, voted as one of the most sustainable investment banks globally, to grow your career in Wealth ManagementAre you a driven Financial Sales Professional with a passion for helping High Net Worth Individuals (HNWIs) grow their wealth?This opportunity offers an...

About the Role:We are looking for a results-driven Client Relationship Manager to join our Wealth Services team. As a key member of our team, you will be responsible for building and maintaining strong relationships with high-net-worth clients, identifying opportunities to grow their business, and delivering exceptional customer service.Main...

About the RoleAs a Wealth Management Specialist at Spane4All, you will be responsible for proactively managing a portfolio of Private Wealth Clients. This involves providing analysis, research, and sales and service fulfillment to clients.Key ResponsibilitiesAssist in managing a portfolio of Private Wealth Clients with a team of Private Advisors.Identify...

PRIMARY PURPOSE To generate and grow sales whilst maintaining required GP%, great agent relationships and high-level customer service by offering world-class itineraries to exceed agent & guests' expectations. To secure, cost and present product to the agent / guest accurately, efficiently, timeously by creating inspirational luxury travel. This position is...

About the CompanyFNZ is a leading provider of wealth management platforms and services. Our mission is to open up wealth so that everyone, everywhere can invest in their future on their terms.We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial...

At Chartered Wealth Solutions, we are dedicated to building strong client relationships. As a Client Relationship Manager, you will be the primary point of contact for clients, managing communications, setting up meetings, and fostering ongoing relationship-building efforts.Key Responsibilities:Client Engagement: Act as the primary point of contact for...

Cool Ideas is looking for dynamic, energetic salesperson(s) to join our Fibre to the Business (FTTB) Team. We require agents in the Gauteng and Western Cape region.Requirements :Minimum of 3 years demonstrable sales experienceExcellent communication skills; written and verbalMust be driven to achieve monthly sales targetsRoles and responsibilities :Cold...

DESCRIPTION: To retain existing and drive new business within agreed rates and credit policies by promoting the image, products, and services of the individual units available in buildings assigned to the sales agent and the Ithemba Group as a whole.DUTIES AND RESPONSIBILITIESAdminister incoming prospective leads across various platforms by contacting the...

Direct message the job poster from Foundation Family WealthFinancial Planner (under supervision) at Foundation Family Wealth | Aspiring CFPBusiness Support - FINANCIAL PLANNINGOur financial planning business is growing and requires the services of a tech-savvy problem solver to support our Client Service and Advice Team.The ideal candidate is a good...

Direct message the job poster from Wealth WayRecruitment Specialist @ Wealth Way | Driving Business Growth, RecruitingJoin the fastest growing Financial Services Company in South Africa working with Medical ProfessionalsAre you a motivated and experienced Financial Advisor looking for a new challenge?Do you want to take your career to the next level and make...