Senior Wealth Adviser Assistant

**Designation**: Wealth Adviser Assistant | Pretoria, Gauteng **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Konsult **Posted on**: 26 Jun 2023 **Reference Number**: PSG-DW-VAC0185 **Closing date**: 10 Jul 2023 **Position...

Gauteng, Tshwane (Pretoria) - (Market related) **_ Our client in the Insurance Sector is seeking an Wealth Adviser to join their team in Pretoria - Gauteng._** **_ Position: Wealth Adviser_** **_Industry: Insurance_** **_Location: Pretoria, Gauteng_** **Minimum Requirements**: - Matric; - Certified Financial Planning (CFP) or equivalent full...

**Designation**: Wealth Adviser Assistant (ADP) | Pretoria East, Gauteng **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 25 Apr 2024 **Reference...

Liberty is looking for Advisers to come and join its dynamic team of Financial Advisers around Gauteng. Roles and Responsibilities: · Successful candidates will be running their own professional practice under the Liberty umbrella and getting ...Minimum Requirements: · National Senior Certificate (Grade 12). · Minimum of 2 years Sales experience. · Valid...

RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - Involve assessing...

**_Position: Wealth Adviser_** **_Industry: Insurance_** **_Location: Pretoria, Gauteng_** **Minimum Requirements**: - Matric; - Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 Credits); - Successfully completed the Class of Business exam; - Successfully completed the RE5 exam; - Currently registered with the Financial...

Established wealth management team who offer their clients tailored and holistic investment and wealth planning solutions, seek a passionate Wealth Manager for their Gauteng region. Fantastic team culture of collaborative and professional team members. **Responsibilities**: - Introduce new clients to our business, focussing on higher equity clients -...

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. - Identify Local and Offshore fiduciary opportunities and...

**Job Classification** - Job Requisition - 128164 - Closing Date - 01 September 2023 - Location - Johannesburg - Cluster - Nedbank Wealth - Wealth Management SA Business Unit - Please Note: Preference will be given to applicants from Underrepresented Groups- Job Family- Investment Banking- Career Stream- Advisory - Leadership Pipeline- Manage Self:...

The focus of the role is to provide thought leadership on Wealth management and advice processes and to promote and operationalise vertical integration of the wealth management strategy, with the ultimate aim of enabling financial advisers to manage and enhance the financial wellness of their clients across all advice-centered distribution channels.Business...

A Financial Service Provider Gauteng is currently looking for experienced and qualified Client Services Specialists for one of their Branches in Pretoria. The person will assist with the presales administration process, the product implementation administration process, and the post administration process and will report into the Client Services Hub. This...

Join my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business. Are you a confident individual who is able to liaise with high net worth clients? Then this role is for you!!!ResponsibilitiesProspect potential clients for the services offered by Wealth ManagersGenerate leads and refer to relevant...

Join my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business. Are you a confident individual who is able to liaise with high net worth clients? Then this role is for you!!!ResponsibilitiesProspect potential clients for the services offered by Wealth ManagersGenerate leads and refer to relevant...

BDO PTA has a vacancy for a Cash Management Administrator. Reporting to the Operations Manager, BDO Wealth Advisers. Responsibilities will include providing support to the Wealth & Healthcare Advisers with the following: - Opening new accounts and processing client payment requests - Maintaining client FICA records on system - Liaison with clients, written...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

Ready to take your career to the next level with a well-established, well-known brand in the industry? You have come to the right place because IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for **Real Estate Agents**. If you are a natural networker gifted with the art of persuasion and who isn’t afraid of high...

Job ClassificationJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeTo manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy.Job...

_**ADMIN ASSISTANT, R15k, PTA EAST**_ Upmarket Brokerage specializing in Wealth Management and Financial Planning requires the following to join their young, dynamic team: - Must be able to read, write and speak Afrikaans and English fluently. - 3-5 Years experience in similar or financial industry - RE 5 will be to your advantage. - Must be able to do...

Job ClassificationJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeTo manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy.Job Responsibilities•...