Wealth Management Specialist

3 days ago


Umhlanga, KwaZulu-Natal, South Africa Momentum Full time
Key Responsibilities
  • Enthusiast through Brand, SME Service & Digital: Understand target audience, landscape, competitor influences, events that enthuse, critical moments of truth.
  • Ensure long-lasting relationships with IFAs and move them from non-active supporters to active ambassadors.
  • Connection to brand and digital way of work.
  • Production/Business retention & growth of assets.


  • Umhlanga, KwaZulu-Natal, South Africa Millennium Wealth Bluestar Sanlam Full time

    Succeed as a Financial Planner at Millennium Wealth Bluestar Sanlam by leveraging your expertise to drive financial growth and success for our clients.About the RoleAs a key member of our team, you will be responsible for providing comprehensive financial advice and guidance to clients, helping them achieve their long-term financial objectives.Your key...

  • Client Wealth Manager

    17 hours ago


    Umhlanga, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    As a Client Wealth Manager at Liberty Standard Bank Group 2, you will be responsible for managing client relationships and identifying opportunities for growth and expansion.Key ResponsibilitiesBuilding and maintaining strong relationships with existing clients.Identifying new business opportunities and developing strategies to capitalize on them.Providing...


  • Umhlanga, KwaZulu-Natal, South Africa Millennium Wealth Bluestar Sanlam Full time

    Are you a talented and ambitious individual looking to make a significant impact in the finance sector while securing your professional future? About Millennium Wealth Bluestar SanlamWe are a trusted and established company committed to helping individuals and families achieve their financial goals.In this role, you will provide expert financial advice and...


  • Umhlanga, KwaZulu-Natal, South Africa Millennium Wealth Bluestar Sanlam Full time

    Unlock your potential as a Financial Adviser at Millennium Wealth Bluestar Sanlam and play a pivotal role in shaping the financial futures of our clients.About the CompanyWe are a leading provider of wealth management services, dedicated to helping individuals and families achieve their financial goals through expert advice and guidance.In this dynamic role,...


  • Umhlanga, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Required Skills and QualificationsTo succeed in this role, you will need to possess the following skills and qualifications:A Matric certificate (essential)A Degree (preferable)A working knowledge of computer systemsStrong communication and interpersonal skillsA sales background and previous experience in financial services would be advantageous but not...


  • Umhlanga, KwaZulu-Natal, South Africa Catch Recruit Full time

    About UsCatch Recruit is an independent brokerage specializing in financial planning and asset management for medical practitioners nationwide.We offer a range of services, including short-term insurance, tax, and estate planning, delivered by our team of dedicated experts.In this role, you will be responsible for:Providing customized financial planning and...


  • Umhlanga, KwaZulu-Natal, South Africa Momentum Full time

    Our MissionMomentum's mission is to be a business partner of choice, providing expert advice and guidance to IFAs. We empower them to grow their businesses through our range of products and services.Your RoleAs an Investment Consultant, you will work closely with IFAs to understand their needs and provide tailored solutions. You will also drive business...


  • Umhlanga, KwaZulu-Natal, South Africa Momentum Full time

    What We OfferMomentum is a leading financial services provider committed to wealth creation and preservation. As an Investment Consultant, you will be empowered to craft passionate partnerships, provide expert advice, and drive business growth. You will also have opportunities for professional development and career advancement.


  • Umhlanga, KwaZulu-Natal, South Africa Old Mutual Full time

    Delivering Exceptional ServiceAs a Financial Advisor at Old Mutual, you will be responsible for delivering exceptional financial services to clients. This involves providing personalized financial planning, risk management, and investment advice that meets their unique needs.To achieve this, you will need to possess a deep understanding of financial markets,...


  • Umhlanga, KwaZulu-Natal, South Africa Absa Group Full time

    Job OverviewWe are seeking a highly motivated and results-driven Professional Financial Advisor to join our dynamic team. As a key contributor, you will be responsible for delivering exceptional client service, driving business growth, and developing strong relationships with internal and external stakeholders.Responsibilities:To conduct comprehensive...


  • Umhlanga, KwaZulu-Natal, South Africa Liberty Group Ltd Full time

    Company OverviewWe are Liberty Group Ltd, a reputable company committed to helping individuals secure their financial future. Our mission is to provide personalized financial advice and solutions that empower our clients to achieve their goals.Job DescriptionThe Financial Planner will be responsible for providing expert guidance on investment strategies and...


  • Umhlanga, KwaZulu-Natal, South Africa Catch Recruit Full time

    About the RoleAs a Wealth Planning Specialist, you will play a key role in shaping the financial futures of our esteemed clients. We are seeking an experienced professional who can provide holistic financial advice, tailored to individual goals and risk tolerance.Your responsibilities will include:Identifying new business opportunities within our existing...


  • Umhlanga, KwaZulu-Natal, South Africa Liberty Group Ltd Full time

    Role SummaryThis is an exciting opportunity to join Liberty Group Ltd as a Financial Planner. The successful candidate will be responsible for delivering high-quality financial advice and guidance to clients. If you are driven, ambitious, and passionate about making a difference in people's lives, we encourage you to apply.Key AccountabilitiesProvide expert...


  • Umhlanga, KwaZulu-Natal, South Africa Invictus Education Group Full time

    Professor of Hospitality Finance ManagementInvictus Education Group invites applications from accomplished professionals with a strong background in finance and hospitality to join our faculty as a Hospitality Finance Management Lecturer.About the OpportunityThis is an exceptional chance to make a lasting impact on the next generation of hospitality leaders...


  • Umhlanga, KwaZulu-Natal, South Africa Momentum Full time

    About the RoleThe successful candidate will be responsible for understanding the investments and wealth management industry in SA and international markets, as well as possessing strong knowledge of Fund Selection, DFM, and Securities. They will also have a proven track record in dealing with clients and/or IFAs in a practice management environment.


  • Umhlanga, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Job DescriptionWe are seeking a highly motivated and results-driven Graduate Financial Adviser to join our team of experienced professionals. As a key member of our organization, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial advice, and developing comprehensive wealth management...


  • Umhlanga, KwaZulu-Natal, South Africa Winning Form Group Full time

    Winning Form Group is seeking an experienced Procurement Specialist to join our team in Umhlanga, Durban. This role involves procuring a wide range of commodities and managing procurement processes to meet the company's operational needs.Key responsibilities include negotiating with suppliers, ensuring products and services are sourced correctly with the...


  • Umhlanga, KwaZulu-Natal, South Africa Financial Advisors HR Full time

    National insurance broker franchise 100% commission only. Current advisers earning between 30k to 250k per month***WORKING PERSAL MARKETS, TEAM LEADERS ALSO REQUIRED***This is a full-time remote role for a Financial Adviser/Insurance Broker/Salesperson. A leading financial services company committed to providing top notch wealth management and protection...

  • Financial Planner

    2 days ago


    Umhlanga, KwaZulu-Natal, South Africa Millennium Wealth Bluestar Sanlam Full time

    Are you a talented and ambitious individual looking for a career that empowers you to make a significant impact while securing your financial future? Look no furtherJoin Our Team as a Financial AdviserWhat We Offer:Lucrative Earning PotentialA Trusted and Established CompanyComprehensive Training & SupportFlexible Work ScheduleUnlimited Growth...


  • Umhlanga, KwaZulu-Natal, South Africa North Coast Labour Consultants CC Full time

    North Coast Labour Consultants CC seeks a skilled Sales Automation Specialist to join their team in Umhlanga, Durban. As a results-oriented sales professional, you will be responsible for developing new business relationships and generating new income for the company.The ideal candidate will possess drive, motivation, and attention to detail in ensuring all...