Wealth Advisory Practice

**Wealth Advisory Practice & Legal Manager, R30-R32K, 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...

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...

**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.**Role Purpose** - The purpose of the...

**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.**Role Purpose** - Involve assessing...

**Introduction** - Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult - dispenses financial planning, product advice, product execution and investments management services to individuals and - businesses in the high net worth, affluent, retail upper and small business enterprises...

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...

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...

Job Description:Growthlink Consulting seeks a Medical Advisory Lead to join our team in Pretoria. As a key member of our Healthcare Management division, you will play a critical role in executing clinical and medical advisory services, ensuring compliance with regulatory requirements, and maintaining clinical oversight on all aspects of our business.Your...

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...

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...

Liberty Standard Bank Group is a leader in the financial services industry, providing individuals with career growth and financial freedom opportunities.We are seeking a Professional Wealth Strategist to join our team and help set up their professional practice. As a key player in our organization, you will be responsible for sourcing prospective clients,...

**_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...

Are you a dynamic and results-driven sales professional looking for a thrilling opportunity? Look no further! Wealth Masters Club is looking for exceptional Sales Associates to join our elite team in Cape Town, Somerset West, Durban, Johannesburg, and Pretoria. **Why Join Wealth Masters Club?** - Exciting Career Growth: Unlock your potential and grow your...

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...

**Job Overview**: **Project Manager - Consulting and Advisory **Location**:_Virtual office working environment_** **Position Overview**:A globally recognized firm** in the **professional** **services** **industry** is seeking to employ a **Project Manager**. As the **Project Manager**, one is responsible for the **total execution of **business**...