Wealth Advisory Rpactice

**Wealth Advisory Practice & Legal Manager, Silverlakes area** Upmarket company in the Financial Services Industry providing Turnkey financial services requires the following: The Practice Manager shall be responsible for managing the practice and providing support to Financial Advisors and helping achieve overall business goals, specifically focused on...

Join one of the leading independent Wealth Managers in an advisory role. **Responsibilities**: - Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's - Estate planning - Retirement planning - Education planning - Make detailed recommendations taking cognisance of each client's...

The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments. To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ability to commute/relocate: - Pretoria,...

BCom / BBusSc or similar finance / wealth / investment management related qualification. Completed post graduate diploma or CFA/CFP qualification will be given preference. RE5 is required. **Skills and experience required**: At least 2-3 years’ experience as a client wealth manager / financial advisor / planner / similar. Experience in investment...

RE5 is required BCom / BBusSc or similar finance / wealth / investment management related qualification. Completed post graduate diploma or CFA/CFP qualification will be given preference. **Skills and experience required**: At least 2-3 years’ experience as a client wealth manager / financial advisor / planner / similar. Experience in investment...

Consider a career as an EQ-FIN Financial Advisory Specialist At EQ-FIN (an affiliate of Liberty Group), we are on an ongoing entrepreneurial quest evolving through excellence that drives quality, and securing wealth by connecting people with life solutions for financial freedom. We want to secure the future dreams, aspirations and career plans you have for...

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...

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...

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...

Consider a career as an EQ-FIN Wealth Planning Specialist Company Description EQ-FIN is an outsourced assurance management company based in the Johannesburg, Pretoria, Durban and Cape Town. We represent Liberty Group Ltd and STANLIB in the South African financial services industry. Our vision is to be the first choice for clients and financial advisory...

Unlock Your Financial Potential with EQ-FINWe are an affiliate of Liberty Group, driven by a relentless pursuit of excellence in securing wealth and connecting individuals with life solutions for financial freedom.Our mission is to empower you to achieve your dreams, aspirations, and career plans, while celebrating with you when you realize them. We also...

The purpose of the role is to serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. **Minimum Qualification**: Relevant Degree in Investment or Economics. Certified Financial Planner. **Experience**: 3 to 5 years...

**_Company Description_** Discovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as...

Job Description To provide expertise, advice and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our front-line sales objectives through coaching and enabling Money Managers and Financial Advisors and Wealth Managers to provide the best advice to our clients that adheres to business rules and FAIS...

**Gauteng**, PTA - East** **R 10000 - R 15000 Monthly Cost To Company (Market related, Negotiable)** An award winning and highly reputable wealth management and financial advisory firm based in Pretoria East requires an** Administration Clerk** to assist in general administration in the financial planning division. The position requires an organised,...

**Job Number** - 67467 **Job Type** - Permanent **Job Title** - Financial Advisor **Computer Skills** - Ms Office **Industry** - Financial Services **City** - Tshwane (Pretoria) **Province** - Gauteng - As a Financial Advisory Group, we provide an extensive range of advisory services, including Personal Financial Planning, Investment Management,...

**Sales Professionals to be trained as Financial Planners.** **JHB - PTA- CT- DBN** Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand...

Empowering Africa’s tomorrow, together one story at a time. - 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...

**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.**Disclaimer** - As an applicant, please...

-Introduction Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...