Professional Wealth Advisor

Transforming Lives through Financial ExpertiseOld Mutual is a pioneer in Africa's insurance industry, driven by a passion for empowering individuals and communities.About the RoleWe are seeking highly motivated and results-driven professionals to join our team as Financial Advisors.About YouYou will be responsible for championing our valued customers'...

Job SummaryAs a Branch Advisor FAIS-2, you will be responsible for providing a positive customer experience by being helpful and sensitive to customer transactional needs and expectations. You will educate customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.Key ResponsibilitiesBuild and maintain strong...

Momentum, a renowned financial services provider since 1966, is committed to wealth creation and preservation. Our innovative culture and entrepreneurial spirit set us apart in the market.Job DescriptionWe are seeking an experienced Retail Development Consultant to craft meaningful partnerships with Independent Financial Advisers (IFAs). The ideal candidate...

Old Mutual: Unlocking Africa's Financial Potential">We are committed to empowering individuals to achieve their lifetime goals by providing expert financial guidance.">The role of a Financial Advisor at Old Mutual involves championing valued customers to identify their financial needs, provide sound advice, and recommend tailored financial plans.">About the...

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

Business Description: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial advisors to be based...

Job Description: Financial Advisor The Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and...

Job Description: Financial Advisor The Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and...

Job Title: Junior Financial Advisor Reporting To: Regional Head Purpose of the Job: The Junior Financial Advisor plays a pivotal role in contributing to the overall profitability of the business by supporting advisory partners with documentation and compliance requirements for both existing and new clients. This position requires a proactive individual...

We are looking for self-driven, entrepreneurial-thinking Financial Advisors to join our growing team as we extend our global presence. Submit your contact details, if you are an experienced IFA who wants to maximise your income and skill set while ensuring you have a worldwide support and training platform, along with market-leading goods and...

Description Hello future Private 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. Are you someone who can: ...

Description Hello future Private 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. Are you someone who...

**Job description** **Requirements**: Minimum 4 years of experience in the financial services industry rendering financial advice (desirable) Compliance with FAIS Fit and Proper requirements (desirable) NQF Level 6 qualification (desirable) Driver’s license and own transport (desirable) **Salary**: Up to R20,000.00 per month

Full job description Job Title: Insurance Sales Agent Location: South Africa Nation Wide Reports to: Senior Financial Advisor/Branch Manager Job Summary: The Financial Advisor will be responsible for providing clients with expert financial advice and tailored financial solutions. The role involves assessing clients' financial needs, goals, and risk...

Unlock Your Potential in Private BankingWe are seeking a highly skilled Private Client Advisor to join our team at FirstRand Bank Limited. As a key member of our team, you will be responsible for delivering exceptional experience and education to Private Banking clients on basic wealth creation and accumulation.About the Role:You will increase vertical sales...

Responsibilities: - Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings - Prospect and obtain new clients in the market to add to it's already extensive book - Provide financial products and services in a professional manner, building rapport and confidence in the clients - Work with...

We are seeking a highly skilled Financial Manager to oversee all financial operations at our client, a leading company in the retail industry. This role is ideal for a qualified Chartered Accountant with a passion for finance and a wealth of commercial experience.About the RoleThe successful candidate will be responsible for ensuring accurate and timely...

**Listing reference**: 017940**Listing status**: Online- **Position summary** **Industry**:Wholesale & Retail Trade - **Job category**:Retail Operations**Location**:Hibiscus Coast / South Coast - **Contract**:Permanent**Remuneration**:Market Related - **EE position**:Yes**Introduction** - Are you passionate about beauty products and helping people look and...

Are you a seasoned risk management professional with a wealth of experience in credit risk within the Banking industry? My client is seeking a Chief Risk Officer to lead their risk management efforts and ensure alignment with international standards while driving profitability. Role Overview: As the Chief Risk Officer, reporting to the Group Managing...

We are committed to diversity and inclusion when recruiting internally and externally. Preference will be given to employment equity candidates Description of the role  To retain and maintain strong relationships with an existing base of clients that fall within the Medical (Public  Sector) space. The role will also entail pro-actively cross...

Advisory Partner Empowering Clients Through Strategic Financial Planning and Wealth Management The Advisory Partner role is ideal for a seasoned financial professional who excels in relationship building, strategic financial advising, and business development. This position requires an individual skilled in guiding clients through a comprehensive range of...

Brief Role Description To manage the Legal Department matters relating to the African Region. This comprises Sub-Saharan Africa (excluding South Africa, Namibia, Botswana and Eswatini) and North Africa. The role is to provide expert, efficient and cost effective legal services in all fields of the law (excluding Labour Law) by rendering legal services,...

Job Title: Retail Business Development Manager Location: Western Cape Reports to: Head of Retail Business Unit: Investment Management (Retail Division) Job Summary: The Retail Business Development Manager will play a key role in driving the growth of the companys retail investment portfolio in the Western Cape. This individual will be responsible for...

Job Title: Retail Business Development Manager Location: Western Cape Reports to: Head of Retail Business Unit: Investment Management (Retail Division) Job Summary: The Retail Business Development Manager will play a key role in driving the growth of the companys retail investment portfolio in the Western Cape. This individual will be responsible for...

Closing Date2023/03/20Reference NumberMMH230307-12Job TitleRetail Development Consultant (Durban)Position TypePermanentRole FamilySalesClusterMomentum Distribution ServicesRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceKwaZulu-NatalLocation - Town / CityDurbanIntroduction Momentum, a financial services provider of choice...