Banking Advisor Wealth

Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management....

We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...

As a Financial Planner / Financial Advisors Career Opportunity at Liberty Standard Bank Group, you will be part of a rapidly expanding wealth management salesforce with a reputation for excellence.We are recruiting Financial Planners to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales driven. The...

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...

As a Wealth Solutions Expert at EQ-FIN, you will play a pivotal role in providing expert financial guidance to clients, helping them achieve their goals and secure a prosperous future.Key Responsibilities:Maintain exceptional client relationships through proactive service deliveryOffer tailored financial solutions that align with clients' objectives and...

About the RoleWe are seeking a highly skilled and motivated Wealth Management Consultant to join our team at FirstRand Bank Limited.Job DescriptionAs a Wealth Management Consultant, you will be responsible for proactively managing a portfolio of Private Wealth Clients through provision of analysis, research and sales and service fulfilment. Your goal will be...

About the RoleWe are seeking an experienced Wealth Manager to join our team at FirstRand Bank Limited.As a Wealth Manager, you will be responsible for providing high-quality financial services and advice to our clients. This includes formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients...

**Responsibilities**: - Manage and grow a portfolio of high-net-worth clients - Understand clients' financial goals and develop personalized wealth management strategies - Provide investment advice and recommendations - Conduct thorough financial analysis and market research - Monitor and review client portfolios to ensure alignment with investment...

**_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...

**Overview**: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to...

We are seeking an experienced sales professional to join our team as a Wealth Sales Advisor at Liberty Standard Bank Group.About Us:Liberty is a leading financial services company that offers a range of products and services. Our company is committed to helping individuals and businesses achieve their financial goals.Job Description:The successful candidate...

Job SummaryThis role involves building and maintaining professional business relationships across a portfolio of private wealth clients, achieving financial targets, acquiring new clients, and improving customer experience within the bank's regulatory and compliance frameworks.Key ResponsibilitiesAccountability: To build customer relationships in preferred...

At FirstRand Bank Limited, we're seeking a seasoned Top Investment Advisor to join our esteemed team of financial experts. This exciting opportunity is ideal for an ambitious professional looking to excel in the world of high net worth individual wealth management.Job Summary:The successful candidate will be responsible for providing expert financial...

We are seeking a highly ambitious and charismatic Wealth Management Professional to join our team at Liberty Standard Bank Group.This is an exciting opportunity for driven individuals who are passionate about financial planning and want to make a real difference in people's lives.As a Financial Planner, you will be responsible for providing sound financial...

Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...

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...

**Requirements**: - **Matric (Grade 12)**: - **Own reliable vehicle**: - **RE5 Certificate**: - **CPD Hours**: - **NQF5 Wealth management** **Competencies**: - **1 week product training and accreditation.**: - **3 weeks sales and field training.**: - **Training salary of R8000**: - **R2000 per week.**: - **Clients gifts supplied.**: - **Tablet...

We are seeking a highly motivated and results-driven Wealth Management Expert to join our team at Liberty Standard Bank Group. As an Insurance Sales Representative, you will have the opportunity to build a lucrative career in wealth management, providing expert financial advice and solutions to clients.OverviewAbout Liberty Standard Bank GroupWe are a...

Job DescriptionWe are seeking a highly skilled Senior Portfolio Manager to join our Wealth Advisory team. As a key member of our team, you will be responsible for managing a portfolio of Private Wealth Clients and working closely with our Private Bankers to provide analysis, research, and sales and service fulfillment.The ideal candidate will have a strong...