Private Wealth Advisor

**Investment Advisor / Wealth Manager** Our growing Retail Wealth Advice business is recruiting Investment Advisors with experience in CAT 1 categories to expand our distribution channel within the Western Cape region. We have an incredible opportunity for entrepreneurial advisors passionate about providing holistic advice to assist customers during their...

**Wealth Advisor - Stellenbosch** Expanding bank seeks client-orientated indiv for Fin Advisory / Wealth business. Pivotal role to acquire and manage a portfolio of High-Net-worth client in the Stellenbosch region. Build great relationships and deliver personalised service. Exciting career opportunity to build book of clients from scratch. *** **Main...

Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that the Advisor projects a professional, competent and caring image to the outside...

Purpose of Position: Support the highly efficient and focused small team of financial advisors in the practice to service clients and support the business with regards to internal reporting and driving other internal policies & procedures. - Elite Wealth CRM and Tools - Astute - Finametrica - Adobe Acrobat Pro Roles and Responsibilities: The Client...

**Wealth Consultant** We are seeking experienced insurance sales advisors in the Western Cape Region, with an entrepreneurial attitude with a specific focus on risk financial products (funeral and life cover) to customers. If you are looking for a change and want to have the opportunity to develop new skills then we would like to discuss your options with...

Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a 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...

Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a 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...

Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a 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...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...

**Job Classification** - Job Requisition - 127018- Closing Date - 23 June 2023 - Location - Cape Town - Cluster - Nedbank Wealth - Wealth Management SA Business Unit - Please Note: Preference will be given to applicants from Underrepresented Groups- Job Family- Investment Banking - Career Stream- Advisory - Leadership Pipeline- Manage Self: Professional -...

My client, a leader in the Wealth industry is seeking a Compliance Administrator to mitigate risk for the company by ensuring that advisors are providing suitable advice to clients, according to client needs and risk appetite; ensuring that all advisors are Fit and Proper, and relevant documentation is completed in order for the advisors to perform their...

Berghshire Wealth BlueStar is a committed team of elite financial planners devoted to finding solutions to suit every client's specific financial needs. Based in all three major provinces of South Africa, our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of the...

_PARAPLANNER CAPE TOWN_ - Join a wealth management company to provide administration support to senior financial advisor _ - You will be allocated a portfolio of clients to assist in_ - Processing transactions. - Dealing with clients directly, - Looking after accounts and support high level retirement and investment and financial planning - Minium...

Senior Financial Advisor, W CapeEntrepreneurial Bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Western Cape region. Exciting career opportunity to build a book of Wealth clients. Main ResponsibilitiesGenerate business and build a strong book of clients.Manage a portfolio of High-Net-Worth...

Our client based in the Insurace/Financial Sector requires Financial Advisors.Offices are in Irene, Alberton and Tygervalley.You must be money hungry and put the client’s needs first. Desired Expereince & Qualifications :•Matric/Grade 12•RE5 •NQF5-Wealth Management/Financial Planning plus experience in the Insurance Industry. This position is...

Working in partnership with an External Private Banker by being pro-actively involved in the facilitation, administration and implementation, of client’s requests. Working with vanilla credit proposals, and cross selling full product offering. All underpinned by service excellence to clients at all touch points. **Requirements**: - Relevant Tertiary...

Currently hiring for interested and enthusiastic Old Mutual agents/ financial advisors that has prior experience in sales. The position will require you to market Old mutual products to clients and selling funeral policies. Salary : Commission based only. Requirements : Matric , Regulatory examinations ( advantageous) and previous working experience in...

Currently hiring for interested and enthusiastic Old Mutual agents/ financial advisors that has prior experience in sales. The position will require you to market Old mutual products to clients and selling funeral policies. Salary : Commission based only. Requirements : Matric , Regulatory examinations ( advantageous) and previous working experience in...

Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory...

The South African College of Applied Psychology (SACAP) is the leading independent provider of education in psychology, counselling and coaching, offering accredited undergraduate and postgraduate qualifications. The Student Life and Leadership Advisor (SLL) plays a pivotal role in the Student Life and Leadership Centre, contributing to the holistic...