Manager Investments Wealth

Multi-disciplinary Financial Services Company, providing the full spectrum of wealth management, financial advisory, investment, tax and fiduciary services is looking for a Wealth Manager / Financial Advisor. Client is based in Umhlanga New Town Centre. Relevant financial services qualifications applicable. Ability to commute/relocate: - Umhlanga,...

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** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA**Disclaimer** -...

**Designation**: Wealth Adviser Assistant | Umhlanga, KwaZulu-Natal **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 12 Jun 2024 **Reference Number**: POS37908 **Closing date**: 27-Aug-2024 **Position...

**Introduction** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in...

**Introduction** - Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.**Role...

About the RoleA well-established wealth management firm in Umhlanga is seeking an experienced Private Wealth Manager to join their team.Job DescriptionDeliver exceptional client service by attending to all existing client queries and requests in a timely and professional manner.Handle, maintain, and track all leads received by the Wealth Management team to...

A well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client Relationship Specialist to join their growing team.Key responsibilities:Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of service.Handling, maintenance and tracking of all leads received by...

Role Overview:The Client Relationship Officer will be responsible for managing relationships with existing clients, as well as identifying and pursuing new business opportunities.Key Responsibilities:Contacting allocated qualified leads and setting up appointments with potential clients.Attending to all client queries and requests in a timely and...

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...

**Designation**: Wealth Adviser Assistant |Umhlanga, Kwazulu Natal **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 30 Jul 2024 **Reference Number**: POS02097 **Closing date**: 27-Aug-2024 **Position...

We are seeking a talented Financial Services Professional to join our team at Liberty Standard Bank Group 2. As a Financial Adviser, you will play a vital role in helping our clients achieve their financial goals.About the RoleThe successful candidate will be responsible for:Developing new business opportunities through financial needs analysis and...

Client Relationship OfficerPronel Personnel is seeking a skilled Client Relationship Officer to join their team in Umhlanga. As a key member of the Wealth Specialist team, you will be responsible for building and maintaining strong relationships with clients, ensuring exceptional service and support.Key Responsibilities:Contact and engage with allocated...

Client Relationship OfficerA well-established wealth specialist seeks a Client Relationship Officer to join their team.Key Responsibilities:Client Outreach: Contact allocated leads, set up appointments with potential clients for the Wealth Specialist.Client Support: Address existing client queries and requests timeously and professionally, offering high...

A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing teamKey responsibilities: Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist Attending to all existing client queries and requests timeously and...

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...

A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing teamKey responsibilities: Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist Attending to all existing client queries and requests timeously and...

Pronel Personnel, a reputable wealth management firm based in Umhlanga, is seeking an exceptional Business Development Associate to join their team. This exciting opportunity offers a competitive salary of approximately R300,000 - R400,000 per annum, commensurate with experience.About the Role:The successful candidate will be responsible for establishing and...

A well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client Relationship Specialist to join their growing team.Key responsibilities: Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of service.Handling, maintenance and tracking of all leads received by...

Client Relationship OfficerA dynamic and experienced Client Relationship Officer is required to join our team at Pronel Personnel. This role involves building and maintaining strong relationships with clients, ensuring exceptional customer service, and driving business growth.Key Responsibilities:Establish and maintain relationships with existing and...