Investment Wealth Manager

Wealth Planner Finance, Insurance, and Investment Join the Liberty brand and prestigious reputation. One of SAs leading financial services provider. We are looking for Financial Advisers to join our professional and dynamic corporate culture. Earn a rewarding commission based income together with passive income flows and grow your wealth over the long term....

We are seeking a highly motivated and driven Professional Financial Wealth Advisor to join our team at Liberty Standard Bank Group.About the RoleAs a Liberty Financial Adviser, you will have the opportunity to create a real difference in people's lives by helping them achieve their financial goals. You will work closely with clients to identify and tailor a...

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...

Company OverviewThe Liberty Standard Bank Group is a leading financial services provider in South Africa, known for its prestigious reputation and commitment to excellence. As a Financial Planning Specialist, you will join a dynamic corporate culture that values professionalism and customer satisfaction.Estimated Salary: R550,000 per annumJob DescriptionWe...

**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...

Business Development Consultant (Bloemfontein) Apply locations: Bloemfontein Time type: Full time Posted on: Posted Yesterday Time left to apply: End Date: January 31, 2025 (30+ days left to apply) Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose. Job...

**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...

**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...

**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...

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 Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in...

Main Purpose: To sell policies, recruit, develop and train representatives to achieve the set target To be developed into a Sales Manager when vacancies are available (Key Individual) - 1 year Programme - Full-Time Academic School: 0 - 1 month - Commissions and Finance - Compliance - Reports - Practical School (2 - 12 months) - COB Long term and...

**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...

Description Main Purpose: To sell policies, recruit, develop and train representatives to achieve the set target To be developed into a Sales Manager when vacancies are available (Key Individual) - 1 year Programme - Full-Time Academic School: 0 - 1 month - Commissions and Finance - Compliance - Reports - Practical School (2 - 12 months) - COB Long term and...

Are you an organised and detail-oriented individual with a passion for supporting senior professionals? Third Age Group is looking for a dedicated **Insurance Assistant** to provide vital support to the Head of Insurance. This is an exciting opportunity to work within a dynamic team at a company that values growth, innovation, and balance. **Key...

Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...

**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...

About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: To manage and achieve product and service sales **experience and qualifications**: - Minimum Qualification : B Comm, BSc or BEng - Experience: 5...