Wealth Planning Specialist

Job Title: Wealth Planning SpecialistLocation:Job Summary: We are seeking a skilled Wealth Planning Specialist to join our team at Matla Life Investments. As a key member of our financial planning department, you will be responsible for developing and implementing comprehensive wealth plans for our clients.Key Responsibilities:Conduct thorough wealth...

About Our OpportunityWe are seeking an experienced Financial Advisor to join our team at Wealth Way, a leading Financial Services Company in South Africa.As a Financial Advisor, you will be responsible for providing expert financial guidance to clients, developing and implementing personalized financial plans, and building strong relationships with...

Job OverviewAt Alphawealth, we are seeking a skilled Wealth Manager to join our team in Johannesburg.This is a full-time on-site role that involves financial planning, investment management, and managing investments for high-net-worth clients.The ideal candidate will possess strong analytical and problem-solving skills, as well as excellent communication and...

Chartered Wealth Solutions is seeking an exceptional Client Relationship Manager to lead administration efforts within one of our dedicated teams. As the primary point of contact for clients, you will manage communications, set up meetings, and build strong client relationships.Required Skills and Qualifications:Matric.Level 5 Higher Certificate in Financial...

Wealth Planning SpecialistAre you a motivated and driven individual seeking a challenging role in the financial services industry?Look no further than Warwick Wealth, where we are currently seeking a Wealth Planning Specialist to join our team.This dynamic role offers the opportunity to work closely with high net worth clients, providing expert investment...

VACANCY – WEALTH PLANNER / SPECIALISTThe role of the Wealth Planner/Specialist is to acquire new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore investment products, as well as offering and cross-selling Warwick's other complementary product offerings.Wealth...

About the RoleAs a Wealth Management Specialist at Spane4All, you will be responsible for proactively managing a portfolio of Private Wealth Clients. This involves providing analysis, research, and sales and service fulfillment to clients.Key ResponsibilitiesAssist in managing a portfolio of Private Wealth Clients with a team of Private Advisors.Identify...

We are looking for a Junior Business Operations Specialist to join our growing financial planning business at Foundation Family Wealth.The ideal candidate will have a Commerce Degree, preferably with financial planning or investment management subjects, and strong computer skills.Key Responsibilities:Capturing client information on the KYC/Client Due...

VACANCY – WEALTH PLANNER / SPECIALISTThe role requires a talented and driven investment advisory professional who is responsible for securing new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore investment products, as well as offering and cross-selling Warwick's...

Job Description:Savageone Pty Ltd is seeking a skilled Financial Planning Specialist to provide expert advice on financial planning and wealth management. As a key member of our team, you will be responsible for developing comprehensive financial plans for individuals and businesses, including investment strategies, insurance solutions, and retirement...

About Our CompanyWe are a leading Financial Services Company in South Africa, dedicated to providing expert financial guidance to our clients.Our team of experienced financial professionals is committed to helping individuals and businesses achieve their financial goals.Job OverviewWe are seeking a talented Financial Advisor to join our dynamic team. As a...

About Our CompanyCrayon is a leading, award-winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates.Our team has been awarded and recognised both globally and locally for excellence in client services and continues to work passionately towards implementing client-centric...

AlphaWealth is a leading independent wealth management firm providing investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts.Established in , AlphaWealth manages global assets exceeding R15 billion and operates in major South African and international financial centers including...

Job Overview:Savageone Pty Ltd is a leading provider of financial planning and wealth management services. We are committed to delivering exceptional results for our clients and building long-term relationships with them.Role Summary:We are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our team, you will be...

At 90 Degrees South (Pty) Ltd, we're driven by a passion to make a lasting impact on people's lives. Our focus is on the creation, preservation, and transfer of generational wealth. We seek forward-thinking individuals who hold an FAIS-aligned NQF5 qualification, have secured their RE5 certification, and boast at least 2 years of experience in financial...

Direct message the job poster from Wealth WayRecruitment Specialist @ Wealth Way | Driving Business Growth, RecruitingJoin the fastest growing Financial Services Company in South Africa working with Medical ProfessionalsAre you a motivated and experienced Financial Advisor looking for a new challenge?Do you want to take your career to the next level and make...

Chartered Wealth Solutions is seeking a highly skilled Business Intelligence Specialist to join its marketing team.The successful candidate will be responsible for collecting and analyzing data to drive business growth and developing effective marketing strategies.This role requires the ideal candidate to have hands-on experience in leveraging digital...

Company OverviewKaon Advisory Services is committed to achieving transformation and embracing diversity. This commitment drives us to create a diverse, inclusive, and equitable workplace, which is key to a thriving and sustainable business in South Africa.Job FunctionThis is a finance and sales role that requires strong analytical and problem-solving skills....

We are looking for an Expert Wealth Advisor to help individuals and businesses achieve their financial goals through comprehensive insurance solutions.Key ResponsibilitiesAs an Expert Wealth Advisor, your main duties will include:Conducting financial needs analyses to understand clients' goals and objectivesDeveloping and implementing customized financial...

About the Role">We are seeking a skilled Wealth Acquisition Specialist to join our team at findojobs-za.Your Key Responsibilities">MAXIMISE PROFITABILITY OF CLIENT BY MATCHING AS MANY PRODUCTS AS MEETS HIS/HER NEEDS.ENSURE THAT CLIENT IS FULLY BANKED BY CROSS SELLING AND SERVICING TO MEET ALL IDENTIFIED CLIENT NEEDS.RETAIN CLIENT BY ENSURING THAT ALL HIS...