Private Wealth Advisor

**Responsibilities**: - Manage and grow a portfolio of high-net-worth clients - Understand clients' financial goals and develop personalized wealth management strategies - Provide investment advice and recommendations - Conduct thorough financial analysis and market research - Monitor and review client portfolios to ensure alignment with investment...

We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected 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...

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...

We are seeking a skilled and experienced Private Wealth Advisor/Banker to join our team in Mauritius.As a Private Wealth Advisor/Banker, you will be responsible for driving business development for our products in your designated region or target market, building and maintaining relationships with high net worth individuals and institutional investors, and...

At Liberty Standard Bank Group, we are seeking a highly motivated and results-driven Wealth Management Advisor to join our rapidly expanding wealth management salesforce.Job OverviewWe offer an exciting opportunity for individuals who want to build a career in the wealth management environment. As a Wealth Management Advisor, you will be responsible for...

Unlock Your Potential as a Private AdvisorAre you a seasoned financial expert with a passion for delivering exceptional client experiences? Do you thrive in dynamic environments where your expertise is valued and your career can grow? Our client, a prestigious banking institution, is seeking a highly skilled Private Advisor to join their team.Key...

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,...

**Position: Independent Financial Advisor (IFA)** **Location: National** - Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products. _ **Who are we looking for?** A Financial Advisor (financial agent /...

Job Description To assist in proactively managing a portfolio of 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 management. -...

At Numeral XII (Pty) Ltd., we strive to be South-Africa's leading Asset and Fund Management Company.We offer private investment options, including Private Equity, Global Notes, and insurance products. Our goal is to provide clients with innovative solutions for their financial needs.To achieve this, we are seeking an experienced Financial Advisor who will be...

Job Title: Senior Financial AdvisorAt Rory Mackie & Associates, we are seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert financial advice to our high-net-worth clients, helping them achieve their financial goals and objectives.Key...

Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, and Estate planning. This role is enabled by optimal service, integrating and coordinating all...

**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...

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...

Description To assist in proactively managing a portfolio of 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 management....

Job SummaryWe are seeking a highly skilled Strategic Financial Advisor to join our team at FirstRand Bank Limited. As a key member of our Private Client Services team, you will be responsible for delivering exceptional financial services to our clients, focusing on wealth creation and protection strategies.Key ResponsibilitiesDevelop and implement...

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...

As a Financial Planner / Financial Advisors Career Opportunity at Liberty Standard Bank Group, you will be part of a rapidly expanding wealth management salesforce with a reputation for excellence.We are recruiting Financial Planners to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales driven. The...

Job DescriptionWe are seeking a highly skilled Senior Portfolio Manager to join our Wealth Advisory team. As a key member of our team, you will be responsible for managing a portfolio of Private Wealth Clients and working closely with our Private Bankers to provide analysis, research, and sales and service fulfillment.The ideal candidate will have a strong...