Current jobs related to Personal Finance Strategist - Durban, KwaZulu-Natal - NedBank


  • Durban, KwaZulu-Natal, South Africa Network Finance Full time

    Job OverviewWe are seeking a highly experienced and skilled Chief Financial Strategist to join our dynamic finance team as Finance Manager in the Insurance space.This is an exciting opportunity for a Chartered Accountant to drive strategic financial initiatives, manage financial reporting, and ensure regulatory compliance.Budgeting, including collaboration...


  • Durban, KwaZulu-Natal, South Africa Oasis Full time

    Oasis is seeking a highly skilled Personal Finance Consultant to join our team. The successful candidate will be responsible for providing expert financial advice and guidance to individual and institutional clients.Key ResponsibilitiesConduct comprehensive financial analyses to identify areas for improvement and opportunities for growth.Develop and...


  • Durban, KwaZulu-Natal, South Africa KMCK Talent Sourcing Full time

    At KMCK Talent Sourcing, we are seeking a seasoned Finance Manager to lead our finance department in KZN.The ideal candidate will possess a B. Com Accounting (post-grad) or CIMA qualification, with at least 5-8 years of relevant experience and strong leadership skills.We require a team player who can maintain the cash flow of the KZN region.Our company needs...


  • Durban, KwaZulu-Natal, South Africa Pro Select Consulting Full time

    Employee Growth StrategistWe are seeking a skilled Employee Growth Strategist to join our team at Pro Select Consulting. As a key member of our organization, you will be responsible for designing and implementing training programs that enhance employees' skills, knowledge, and performance.Main ResponsibilitiesDevelop and deliver comprehensive training...


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

    Welcome to Old Mutual South Africa, where you can embark on a fulfilling career as a Personal Finance Consultant.The Free Adviser Academy Learning Programme will provide you with the necessary training and expertise to become a licensed Financial Adviser.During your first three months of programme completion, you will receive a stipend to support your...


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

    Our company's history is built on a foundation of trust, innovation, and customer-centricity. As an Aspiring Financial Advisor, you'll be part of a legacy that spans decades, with a reputation for excellence in the financial services industry.In this role, you'll have the opportunity to develop your skills and expertise while working with a diverse team of...


  • Durban, KwaZulu-Natal, South Africa Derivco Full time

    About UsAt Derivco, we're a community of innovators, creators, and problem-solvers. With 30 years of experience, our team has been at the forefront of developing cutting-edge technology that powers some of the world's biggest iGaming brands.We believe in flexible hours, a supportive culture, and benefits that matter because we want you to thrive both inside...


  • Durban, KwaZulu-Natal, South Africa Microsoft Power Platform Community Full time

    Account Technology Strategist - Financial Services4 days ago Be among the first 25 applicantsOverviewMicrosoft's Enterprise Account Team focuses on partnering with customers to achieve strategic goals. This team is responsible for providing a differentiated customer experience, winning against competition by establishing Microsoft as market leaders,...


  • Durban, KwaZulu-Natal, South Africa Sheshisa Finance Full time

    Job Title:Loan Originator: ManguziCompany Overview:Sheshisa Finance is a leading financial institution dedicated to providing innovative lending solutions to our customers.Job Description:We are seeking a highly skilled and customer-focused Loan Originator to join our team in Manguzi. The successful candidate will be responsible for assessing, explaining,...

  • Spare Parts Manager

    3 weeks ago


    Durban, KwaZulu-Natal, South Africa The Personal Link Full time

    Education & Qualifications:Tertiary Qualification in either mechanical, electrical, or industrial engineering fields, with experience in sales and customer account management.Alternatively, Marketing, Commerce or Business-related qualification (Diploma/Degree), with experience in a technical / engineering sales environment.Relevant Experience:Must have at...


  • Durban, KwaZulu-Natal, South Africa Micah Govender Developments Full time

    At Mastercard, we're committed to empowering people and fostering economic growth. Our innovative technology and services are designed to make transactions secure, simple, smart, and accessible.We're seeking a Digital Marketing Strategist to join our Advisors & Consulting Services team. As a marketing transformation expert, you'll lead the development and...


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

    What We OfferWe offer a competitive salary and benefits package, as well as opportunities for career growth and development. As a Financial Advisor, you will have the chance to work with a diverse range of customers and develop your skills in sales, marketing, and customer service.Your Key ResponsibilitiesDeveloping and Implementing Sales StrategiesBuilding...


  • Durban, KwaZulu-Natal, South Africa Sheshisa Finance Full time

    About Us:Sheshisa Finance is committed to delivering exceptional customer experiences through our innovative products and services.Our Team:We are a passionate and driven team of professionals dedicated to making a positive impact on our customers' lives.The Role:We are seeking a skilled Loan Originator to join our team in Manguzi. This is an exciting...


  • Durban, KwaZulu-Natal, South Africa Derivco Full time

    What We OfferWe're committed to fostering an inclusive and equitable workplace where everyone is valued for their unique perspectives, backgrounds, and experiences.We follow all applicable recruitment regulations and employment laws in every region in which we operate, ensuring our hiring practices are ethical, fair, and transparent.We're looking for someone...


  • Durban, KwaZulu-Natal, South Africa Adapt IT Group Full time

    Job category: Banking, Finance, Insurance. StockbrokingLocation: DurbanContract: PermanentEE position: YesAbout our companyA provider of leading specialised software and digitally-led business solutions that assist clients across targeted industries.IntroductionThe assistant finance manager will be responsible for management reporting for the group using...


  • Durban, KwaZulu-Natal, South Africa Derivco Full time

    About Us:Join the Team that's redefining iGaming TechAt Derivco, we're more than just a global technology company; we're a community of innovators, creators, and problem-solvers. With 30 years of experience, our 1,800 experts across Australia, Europe, and Southern Africa have been at the forefront of developing cutting-edge technology that powers some of the...


  • Durban, KwaZulu-Natal, South Africa Hire Resolve Full time

    This is an exciting opportunity for a detail-oriented individual to work closely with the trust's management, handling day-to-day financial transactions and ensuring the smooth functioning of its accounting processes. The ideal candidate will have strong bookkeeping and accounting knowledge, with attention to detail and accuracy.Key ResponsibilitiesMaintain...


  • Durban, KwaZulu-Natal, South Africa Communicate Recruitment Full time

    Key Job Responsibilities:Raise the bar for financial performance and risk management as a strategic leader in our client's dynamic team. As Head of Finance/CFO, you will play a pivotal role in driving business success through sustainable growth and compliance.Role Overview:The ideal candidate will lead a high-performing finance team, providing critical...


  • Durban, KwaZulu-Natal, South Africa Mr Price Group Full time

    At Mr Price Group, we are seeking an innovative Solutions Architect, focused on Financial Services & Finance. As a key member of our IT architecture team, you will play a crucial role in shaping the future of our retail landscape.You will be responsible for analysing what technologies are available and suggesting, designing and implementing creative and...


  • Durban, KwaZulu-Natal, South Africa Gayede BlueStar - Authorised by Sanlam Full time

    Finding the right balance between personal and professional life can be challenging. At Gayede BlueStar, we understand the importance of supporting our clients' goals while also prioritizing their well-being.As a Financial Advisor, you will have the opportunity to create customized plans that meet each client's unique needs. From investment strategies to...

Personal Finance Strategist

1 week ago


Durban, KwaZulu-Natal, South Africa NedBank Full time

About the Job

We are seeking a highly skilled Personal Finance Strategist to join our team in Durban and provide expert financial advice to clients.

Job Description
  • Analyse clients' financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance or other information needed to develop a bespoke financial plan.
  • Examine and suggest financial solutions and strategies for the financial plan, taking into account clients' changing life or economic circumstances, needs and requirements.
  • Assist clients in implementing their plans and carry out financial transactions.
Essential Qualifications
  • Matric / Grade 12 / National Senior Certificate
  • Diploma
Preferred Qualifications

Certificate: Financial Planning

Technical/Professional Knowledge
  • Administrative procedures and systems
  • Data analysis
  • Relevant software and systems knowledge
  • Relevant regulatory knowledge
  • Banking knowledge