Private Wealth Advisor

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. Hello future Private Wealth Advisor - Durban Welcome to FNB,...

Job Description Hello future Private Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who can: -...

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. Hello future Private Advisor Welcome to FNB, the home of the...

Job 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...

We are seeking a Wealth Advisor (Private Banking) to act as an intermediary between our company and our customers. You will provide financial advice to our clients and make recommendations on how to best use their money. **Responsibilities**: - Assess client’s overall financial picture, understand their needs and develop a solid financial plan - Oversee...

Job Description To deliver exceptional experience and education to Private Clients/Private Clients RMB 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 Hello future Private Advisor Welcome to...

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...

Job Description Hello future Private Banking Advisor - Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Role Purpose To...

As a Financial Advisor, you’ve built a career based on your skills, training, and reputation. But, now it’s time to elevate your career and join a team of reputable Financial Advisor’s at one of South Africa’s largest financial services companies. Authorised Sanlam Franchise, Lonfin Wealth BlueStar which is one of the leading BlueStar Franchise’s...

Unlock Your PotentialAt Envestpro, we are on a mission to empower individuals at every stage of their professional journey to achieve financial greatness. As a Strategic Wealth Advisor, you will be part of a supportive community of like-minded professionals who share your passion for making a difference.**Key Responsibilities:**Demonstrate exceptional...

Job Title: Financial Services Manager for Private Wealth ClientsDescriptionThe successful candidate will be responsible for managing a portfolio of Private Wealth Clients, providing analysis, research and sales and service fulfilment to identify opportunities for banking new clients and growing a portfolio of existing clients.Key ResponsibilitiesTo assist in...

Our Durban based client is looking for a qualified and experienced National Wealth Manager. **CORE PURPOSE OF THE JOB** To lead and manage the wealth management division of the bank nationally, ensuring the provision of high-quality financial advisory services through a team of regional financial advisors to meet the diverse financial needs of...

Job SummaryAs a Wealth Strategy Advisor with The Recruitment Council, you will play a pivotal role in guiding clients toward achieving their financial goals through comprehensive financial planning and investment management.This is an exciting opportunity for a driven individual to join our team and contribute to the growth and success of our clients. We...

About EnvestproWe are a community of entrepreneurs dedicated to helping each other thrive in the world of finance.Our mission is to empower individuals at every stage of their professional journey to achieve financial greatness through personalized wealth management strategies and expert guidance.Key Responsibilities:Demonstrate exceptional business acumen...

Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Advisors 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...

We are recruiting experienced Financial Advisors who are looking to join a forward-thinking, industry-leading Wealth Management Consultancy with licenses to operate across Europe. The deVere Group of Companies are the world’s premier wealth tech and advice organization. deVere Group, via its well-regulated subsidiaries, is able to access cutting edge...

**Business Description**: Sanlam Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial planners to...

NATIONAL (countrywide requirement) financial services brand with _added benefit of independent flexibility_ seeks various levels of FINANCIAL & WEALTH PLANNERS/FINANCIAL ADVISORS ONLY Executive, Senior and General Financial & Wealth Planners will be considered for these roles, PLEASE DO NOT APPLY IF YOU DO HAVE THE FOLLOWING ESSENTIAL REQUIREMENTS: -...

A financial services advisory group is looking for a full-time Wealth Advisor to work in their Wealth Department. **DUTIES & RESPONSIBILITIES, NOT LIMITED TO**: - Develop new business and maintain existing business - Build relationships with clients - Retain existing clients and generate business from them by reviewing existing portfolios - Meet with new...

Overview We are looking for a Wealth Advisor (Private Banking) to act as an intermediary between our company and customers. You will provide our clients with financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to research the marketplace on available products and services, identify customers’...