Private Banking Advisor Wealth

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...

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

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

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

**Responsibilities**: - Search for potential clients for services offered by Wealth Manager - Generate leads and refer to relevant advisors - Work with managers to support their business model - Contact potential clients to establish relevance of services offered - Maintain high levels of administration, complete client documents in the parameters of...

Join my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business. Are you a confident individual who is able to liaise with high net worth clients? Then this role is for you!!!ResponsibilitiesProspect potential clients for the services offered by Wealth ManagersGenerate leads and refer to relevant...

Join my successful client in the Wealth Industry to follow up on leads from the Wealth Managers to secure new business. Are you a confident individual who is able to liaise with high net worth clients? Then this role is for you!!!ResponsibilitiesProspect potential clients for the services offered by Wealth ManagersGenerate leads and refer to relevant...

Minimum BCom degree in a finance related field RE5 and Class of Business for investments completed Supervision completed **Skills and experience required**: Confident and extremely well presented as this is a client facing role At least 2 years’ experience as a Client Wealth Manager, Financial Advisor or Planner Experience in investment advisory...

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 - Contribute to the development of larger...

**Requisition Details & Talent Acquisition Contact** - REQ: 132861- Talent Acquisition Consultant: Lerato Sithole- Location: Pretoria- Cluster: Nedbank Wealth- Closing Date: 20 March 2024- Job Family- Sales and Services - Career Stream- Sales - Leadership Pipeline- Manage Self: Operational - FAIS Affected**Job Purpose** - To provide sales support services to...

The focus of the role is to provide thought leadership on Wealth management and advice processes and to promote and operationalise vertical integration of the wealth management strategy, with the ultimate aim of enabling financial advisers to manage and enhance the financial wellness of their clients across all advice-centered distribution channels.Business...

**Job Classification** - Job Family- Sales And Services - Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most...

Duties include but will not be limited to: - Reaching target - Selling and marketing products to the public - Cold calling clients to obtain business and leads - Gathering information and documentation needed to request quotations and fulfil compliance standards - Perform financial needs analysis to assess the needs of the client, before a product is...

**Job Classification** - Job Requisition - 128164 - Closing Date - 01 September 2023 - Location - Johannesburg - 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:...

Duties include but will not be limited to: - Reaching target - Selling and marketing products to the public - Cold calling clients to obtain business and leads - Gathering information and documentation needed to request quotations and fulfil compliance standards - Perform financial needs analysis to assess the needs of the client, before a product is...

Location: East Rand, Nelspruit, Durban, Western-CapeWe are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs. Role...

**Requisition Details and Talent Acquisition Contact** - REQ: 132768- Talent Acquisition Consultant: Lerato Sithole- Location: Pretoria- Cluster: Nedbank Private Wealth- Closing Date: 15 March 2024**Job Family** - Sales and Services **Career Stream** - Sales - Leadership Pipeline- Manage Self: Operational **Job Purpose** - To provide administrative...

**Requisition & Talent Acquisition Consultant Details** - REQ 123516 - Twanette Coetser - Closing Date - 19 January 2023**Cluster & Location** - Total Business Banking and Retail - Relationship Management- Centurion, Pretoria, Gauteng- Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected -...

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 **Job...