Wealth Manager

Job Title: Wealth ManagerOur client, a leading banking company, is seeking a talented Wealth Manager to join their team. This is a unique opportunity to advance your career with a forward-thinking financial institution, renowned for its exceptional service and commitment to excellence.About the RoleAs a Wealth Manager, you will be part of a team that...

Role OverviewWe are seeking an exceptional Wealth Manager to enhance our clients' financial well-being through tailored investment solutions and expert guidance. This is an excellent opportunity for a seasoned professional to advance their career with a forward-thinking financial institution that prioritizes excellence and innovation.Key...

Job Title: Private Wealth AdvisorAt FirstRand Bank Limited, we are seeking a highly skilled Private Wealth Advisor to join our team. As a key member of our Private Banking and Advisory Team, you will be responsible for delivering exceptional experience and education to our Private Wealth clients.Key Responsibilities:Provide independent holistic advice and...

 About FirstRand Bank Limited FirstRand Bank Limited is a leading financial services group that offers a range of banking and wealth management solutions to individuals and businesses. Our team of experts is dedicated to providing personalized advice and support to high net worth individuals, helping them achieve their financial goals. Job Summary We are...

Role OverviewWe are seeking a highly skilled Strategic Financial Advisor to join our elite team at The Recruitment Council. As a Wealth Manager, you will be responsible for providing expert advice to our high-net-worth clients, helping them achieve their financial goals through personalized investment solutions.Key ResponsibilitiesDevelop and implement...

About EnvestproWe are a company that believes in the power of knowledge and its ability to change realities when set in action. Through our unique approach to Financial Planning, we build long-term client relationships and foster a culture of shared success and mentorship.Job OpportunityWe are looking for entrepreneurial-minded individuals who are driven to...

Company OverviewMomentum, a leading financial services provider, is committed to wealth creation and preservation, insurance, and income protection for its clients.Job DescriptionWe are seeking an experienced Retail Business Consultant to join our team in Port Elizabeth. As a Retail Business Consultant, you will craft passionate partnerships with Independent...

About the RoleMomentum, a leading financial services provider, is seeking a skilled Retail Business Consultant to join their team. As a key member of the sales team, you will be responsible for building and maintaining strong relationships with Independent Financial Advisors (IFAs) to drive business growth and achieve sales targets.Key ResponsibilitiesEngage...

About the RoleWe are seeking a motivated and entrepreneurial-minded individual to join our team as a Financial Planner. As a Financial Planner, you will have the opportunity to take your career to the next level and build long-term client relationships.Our PhilosophyAt Envestpro, we understand the value of knowledge and its power to change realities when set...

Overview We are seeking an experienced and highly skilled Wealth/Financial Planner to join our client’s team. The ideal candidate will have a strong background in finance and wealth management, with proven experience in creating comprehensive financial plans for clients. Responsibilities: – Conduct in-depth consultations with clients to assess their...

Job Description To deliver exceptional experience and education to Private Wealth 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. FNB introduction Welcome to FNB, the home of the...

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...

Job Description Hello future Private Clients Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Role purpose: To...

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 Hello future Private Clients...

- Meet with clients to discuss their financial goals. - Explain to potential clients the types of financial services they provide. - Educate clients and answer questions about our product options and potential risks. - Recommend products to clients or select products on their behalf. - Look at your clients personal circumstances and your financial plans and...

We are looking for Senior Financial Planners to join one of the biggest banks in South Africa. We are looking for passionate individuals with a FAIS aligned NQF5 qualification, completed RE5 certification and a minimum of 2 years in the industry to join our team. Our commission-based role offers unlimited earning potential, flexibility, and autonomy in...

We are looking for Senior Financial Planners to join one of the biggest banks in South Africa. We are looking for passionate individuals with a FAIS aligned NQF5 qualification, completed RE5 certification and a minimum of 2 years in the industry to join our team. Our commission-based role offers unlimited earning potential, flexibility, and autonomy in...

Job Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Advisors 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...

**Designation**: Employee Benefits Administrator | Gqeberha, Eastern Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 02 Sep 2024 **Reference Number**: POS10025 **Closing date**: 13-Sep-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...

**Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...