Current jobs related to Wealth Management Professional - Umhlanga, KwaZulu-Natal - Pronel Personnel
-
Wealth Management Professional
6 days ago
Umhlanga, KwaZulu-Natal, South Africa Millennium Wealth Bluestar Sanlam Full timeSucceed 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...
-
Executive Wealth Manager
2 days ago
Umhlanga, KwaZulu-Natal, South Africa PPS Full timeExecutive RoleWe are looking for an Executive Wealth Manager to join our team at PPS. In this role, you will be responsible for managing complex financial situations and providing expert guidance to high-net-worth individuals and families.Key Responsibilities:Delivering bespoke financial solutions and adviceManaging and maintaining client...
-
Client Wealth Manager
5 days ago
Umhlanga, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeAs 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...
-
Investment Advisor Expert
6 days ago
Umhlanga, KwaZulu-Natal, South Africa Millennium Wealth Bluestar Sanlam Full timeUnlock 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,...
-
Wealth Management Professional
3 days ago
Umhlanga, KwaZulu-Natal, South Africa Envestpro Full timeWhy Choose Envestpro? We offer a dynamic and supportive work environment that fosters growth and development. Our team of experienced professionals is dedicated to delivering exceptional results and helping our clients achieve their goals.We're seeking a highly motivated and skilled Financial Advisor to join our team, someone who shares our passion for...
-
Financial Career Specialist
6 days ago
Umhlanga, KwaZulu-Natal, South Africa Millennium Wealth Bluestar Sanlam Full timeAre 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...
-
Personal Finance Consultant
6 days ago
Umhlanga, KwaZulu-Natal, South Africa Millennium Wealth Bluestar Sanlam Full timeGrow your career as a Financial Planner at Millennium Wealth Bluestar Sanlam and take advantage of opportunities to develop your skills and expertise in a dynamic and supportive environment.About the JobThis is a full-time position in the finance and sales department, offering a competitive salary and benefits package.In this role, you will be responsible...
-
Financial Services Professional
7 days ago
Umhlanga, KwaZulu-Natal, South Africa Momentum Full timeAbout 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.
-
Portfolio Development Manager
7 days ago
Umhlanga, KwaZulu-Natal, South Africa Momentum Full timeWhat 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.
-
Wealth Management Expert
6 days ago
Umhlanga, KwaZulu-Natal, South Africa Absa Group Full timeJob 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...
-
Financial Risk Planning Specialist
1 day ago
Umhlanga, KwaZulu-Natal, South Africa PPS Recruitment Full timeJob OverviewWe are seeking a highly skilled Financial Risk Planning Specialist to join our team at PPS Recruitment. This is an exciting opportunity for a talented professional to partner with wealth managers and cultivate new and existing client relationships.
-
Personal Wealth Manager
7 days ago
Umhlanga, KwaZulu-Natal, South Africa Old Mutual Full timeDelivering 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,...
-
Wealth Management Specialist
7 days ago
Umhlanga, KwaZulu-Natal, South Africa Momentum Full timeKey ResponsibilitiesEnthusiast 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 &...
-
Risk Management Professional
1 day ago
Umhlanga, KwaZulu-Natal, South Africa The Appointment Firm Full timeRisk Management OpportunityWe are looking for a Risk Management Professional to oversee claims and develop strategies for effective risk mitigation.About the JobThis role involves working with our team to identify and address potential risks, ensuring compliance with industry standards.Key DutiesConduct thorough risk assessments and develop mitigation...
-
Finance Specialist in Hospitality Education
5 days ago
Umhlanga, KwaZulu-Natal, South Africa Invictus Education Group Full timeProfessor 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...
-
Transformational Financial Expert
2 days ago
Umhlanga, KwaZulu-Natal, South Africa Envestpro Full timeAbout UsEnvestpro is a community of entrepreneurs dedicated to empowering individuals at every stage of their professional journey to achieve financial greatness.Job DescriptionAs a Transformational Financial Expert, you will draw on your entrepreneurial spirit to connect with clients on a personal level, understanding their unique financial goals and...
-
Financial Advisor
3 days ago
Umhlanga, KwaZulu-Natal, South Africa Envestpro Full timeAbout Us: Envestpro is a community of entrepreneurs dedicated to helping each other thrive. Our mission is to empower individuals at every stage of their professional journey to achieve financial greatness.">Fuel Your Entrepreneurial Journey: Transform into a Financial Advisor with Envestpro, where you can combine your passion for business with the...
-
Senior Financial Consultant
6 days ago
Umhlanga, KwaZulu-Natal, South Africa Catch Recruit Full timeAbout 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...
-
Wealth Planning Specialist
6 days ago
Umhlanga, KwaZulu-Natal, South Africa Catch Recruit Full timeAbout 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 Invictus Full timeHospitality Finance Management LecturerWe are seeking a qualified Finance Specialist Lecturer with Hospitality Management experience to join our academic team at Invictus.This is an excellent opportunity for a passionate and experienced professional to share their expertise in finance and hospitality, inspiring the next generation of industry leaders.Key...
Wealth Management Professional
2 weeks ago
Pronel Personnel is seeking a highly motivated and experienced Client Relationship Specialist to join their team.
As a Client Relationship Specialist, you will be responsible for delivering exceptional client service, handling and maintaining leads, reconciling and submitting daily reports, and ensuring compliance with regulatory requirements.
The ideal candidate will have a strong understanding of financial markets, securities and financial instruments, as well as excellent communication and interpersonal skills.
You will be working closely with the Wealth Specialist team to achieve targets and deliverables, and will be responsible for conducting client reviews in a FAIS compliant manner.
