Wealth Advisor

Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years’ experience as a Client...

Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years’ experience as a Client...

Qualifications required: A degree in a finance related field such as a BCom, BusSc A wealth management or investment management qualification recognized by the FSCA A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous Skills and experience required: At least 2 years’ experience as a...

Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years’ experience as a Client...

Meet with referred customers in Financial setting or customer’s homes or offices as requested - Collect and analyze customer data such as income, assets, investment, and/or debts to determine appropriate financial products best meets the customer’s needs and financial circumstances - Provide guidance to customers regarding the advantages and...

Our client, a leading South African financial group founded in 1985, encompasses insurers and a comparison platform. Rooted in providing peace of mind, they safeguard possessions, loved ones, and life plans. Pioneering innovation and service, their diverse team drives excellence, and they are looking for a Tied Financial Advisor to join their team. **Job...

Our client, a leading South African financial group founded in 1985, encompasses insurers and a comparison platform. Rooted in providing peace of mind, they safeguard possessions, loved ones, and life plans. Pioneering innovation and service, their diverse team drives excellence, and they are looking for a **Tied Financial Advisor** to join their...

Job Description To assist in proactively managing a portfolio of FNB 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...

Attention to Detail & Organizational Skills? Join a fantastic Wealth Management Team in Krugersdorp! ✨Are you a highly organized individual with a keen eye for detail? Do you thrive in a fast-paced environment and enjoy providing exceptional support? Then we want to hear from you!A boutique wealth management firm based in Krugersdorp is seeking a talented...

Attention to Detail & Organizational Skills? Join a fantastic Wealth Management Team in Krugersdorp! ✨Are you a highly organized individual with a keen eye for detail? Do you thrive in a fast-paced environment and enjoy providing exceptional support? Then we want to hear from you!A boutique wealth management firm based in Krugersdorp is seeking a talented...

**Job Requisition** - REQ 120563**Job Location** - Sandton- FAIS Affected- FAIS Affected - Yes**Job Purpose** - To support clients and their families across Nedbank to achieve their philanthropic aspirations, by providing appropriate philanthropic advice (initial and ongoing) and services, by following a client segment-led approach, spanning: strategic...

We created the All-Gen Group in 2013 to provide you with a comprehensive range of financial services where you can deal with experts in each area of your wealth management without having to compromise on your experience or risk unnecessary exposure.Everything from insurance, accounting and tax services to estate planning, setting up trusts and benefiting...

Wealthbit is currently looking for a Customer Success Manager with previous experience in the information technology industry. We build finance products to **simplify financial planning for everyone**. This is the Wealthbit platform, an app that helps people understand how to build a financially secure life while living the life they want, achieving their...

**Job Advert Summary**: To assist and support financial advisors primarily with investment advice, but also estate planning and business planning as part of a Specialist Support Services division whose purpose is to complement trusted advisers’ value proposition to their clients (members and prospective members) so as to enhance the overall member...

About the CompanyCompany’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of the company. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global...

Introducing the Ultimate Wealth Management / Financial Adviser Opportunity Are you ready to embark on a career where you can connect with High Net Worth Individuals and offer expert advice in the Short Term Insurance space? If you're nodding your head in agreement, keep reading because this opportunity might just be your next big step!Our Client believes in...

**Requisition Details & Talent Acquisition Contact** - REQ 124134 - Tshego Semenya**Job Family** - Risk, Audit and Compliance**Portfolio** - Wealth (Wealth Management, Asset Manager and Insurance)**Reporting Into** - Senior Manager: Wealth**Division/Cluster** - Group Internal Audit**Career Stream** - Auditing**Leadership Pipeline** - Manage Self...

**Job Advert Summary**: **Purpose of the Job**: PPS Life Broker Services has an opportunity for a service-driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The...

Calling all Senior Financial Advisors,Are you hungry for business?Are you a team player? Enthusiastic, energetic and able to function independently?Are you highly organised and well balanced ,and actively engaging in a healthy lifestyle?Are you self-motivate?Driven to achieve?Structured, positive, and neatly presented?Benefits and Perks:Medical...

RESPONSIBILITIES Sales Opportunities CreationDevelop a personal network within the sales territory and represent theorganization at relevant industry events, sourcing of referrals, andrecommendations from existing customers and other contacts to identify salesopportunities, promote the organization, and enhance its reputation. Identify Personal Lines and...