Investment Wealth Manager

Job Title: Wealth AdvisorLocation: Remote (KZN and/or Bloemfontein)Salary: Market RelatedBenefits: Employee recognition initiativesVacancy Type: Remote (KZN and/or Bloemfontein)Job Summary:We are seeking a highly skilled and experienced Wealth Advisor to join our team at Perfect Placement Recruitment. As a Wealth Advisor, you will be responsible for...

Our client, a leader in Investment, Wealth and Insurance has a fantastic opportunity for a Regional Manager who will report to the Head of Distribution, Wealth & Investment. If you are looking for a rewarding career within the financial services industry, then this role is for you!You will be responsible for managing the region (Free State, North West &...

Job Title: Wealth AdvisorLocation: KZN and/or BloemfonteinSalary: Market RelatedBenefits: Employee recognition initiativesVacancy Type: Remote (KZN and/or Bloemfontein)Closing date: End Sept 2024 Duties and responsibilities:Develop new business and maintain existing business.Build relationships with clients.Retain existing clients and generate business from...

Job Title: Wealth AdvisorLocation: KZN and/or BloemfonteinSalary: Market RelatedBenefits: Employee recognition initiativesVacancy Type: Remote (KZN and/or Bloemfontein)Closing date: End Sept 2024 Duties and responsibilities: Develop new business and maintain existing business. Build relationships with clients. Retain existing clients and generate...

Job Title: Wealth AdvisorLocation: KZN and/or BloemfonteinSalary: Market RelatedBenefits: Employee recognition initiativesVacancy Type: Remote (KZN and/or Bloemfontein)Closing date: End Sept 2024 Duties and responsibilities:Develop new business and maintain existing business.Build relationships with clients.Retain existing clients and generate business from...

Job Description This is a remote position. Company Description: A leading Independent Financial Advisor (IFA) in the South African market, is known for offering customised solutions and advice tailored to the financial life cycle of each client. Origin Group has a strong presence with a national footprint, working with partners and service providers...

Job description: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to our Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after...

**VACANCY | INSURE ADVISER ASSISTANT | BLOEMFONTEIN, FREE STATE | PERMANENT** PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we...

This is a remote position. Company Description: A leading Independent Financial Advisor (IFA) in the South African market, is known for offering customised solutions and advice tailored to the financial life cycle of each client. Origin Group has a strong presence with a national footprint, working with partners and service providers within the financial...

**Introduction** - Momentum, a financial services provider of choice since 1966, 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 investment markets in...

Job SummaryWe are seeking a highly skilled and experienced Branch Manager to lead our retail branch in Sanlam Limited. As a key member of our team, you will be responsible for driving sales growth, improving customer satisfaction, and ensuring operational excellence.Key ResponsibilitiesStrategic Leadership: Develop and execute strategies to drive sales...

**Introduction** - Momentum, a financial services provider of choice since 1966, 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 investment markets in...

**Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

**Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

**Job Classification** **Requisition** - 135840 - Melissa Cloete**Cluster** - Nedbank Wealth Cluster - Nedbank Insurance Division**Location** - Bloemfontein**Closing Date** - 13 September 2024- Job Family- Sales And Services - Career Stream- Sales - Leadership Pipeline- Manage Self: Technical - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To attain...

Job SummaryWe are seeking a highly motivated and results-driven Insurance Relationship Manager to join our Nedbank Wealth Cluster team. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and driving revenue growth.Key ResponsibilitiesContribute to...

Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

**Who are we?** **MBIS Regional Manager:Free State** - Minimum Qualification Required- NQF4/Matric/Standard 10 - 60 FAIS credits/Full Insurance Qualifications (depending on Dofa) - Financial Services Board Regulatory Exams (RE5) completed - NQF 5 & NQF 6 advantageous - Must have your own reliable transport - Valid code B driver’s license - Minimum...

**RESPONSIBILITIES INCLUDE**: **Create strategic customer account plans** - Analyse and identify the needs (and expectations) of the customer. Understand the customer’s business drivers, tapping into the customer behaviour and decision making journey to deliver AVBOB’s business objectives. - Create appropriate strategic account plans to support the...

We are looking for a dedicated and professional Insurance Assistant to join our team.Job Overview:As a Broker Assistant / New Business & Servicing Administrator, you will handle various administrative tasks related to Long & Short Term Insurance, Medical Aid, Banking, and Investments.Key Responsibilities:Manage administrative tasks for new business and...