Wealth Creation Associate

Innovative Financial Solutions at Optasia.We strive to create personalized experiences for our clients, leveraging our expertise in wealth creation and accumulation. Our goal is to empower individuals to make informed decisions about their financial futures.Role Overview:Conduct market analysis and develop targeted strategies to enhance client engagement and...

We are seeking an Investment Consultant to craft passionate partnerships with our network of independent financial advisors (IFAs).About UsMomentum is a leading financial services provider that has been serving South Africans since 1966. We pride ourselves on our entrepreneurial spirit and innovative culture.Role PurposeThe successful candidate will be...

The Client Services role involves supporting the wealth business and occasionally assisting the group's subsidiary businesses. Rather than having separate teams for different services, everyone in Client Services handles a variety of tasks, offering a great opportunity to gain broad experience in the financial services industry. The role calls for strong...

About UsFNB is a leader in the financial services industry, committed to delivering exceptional experiences to our clients.We pride ourselves on being a team of experts who come together to drive growth and success.

About the RoleWe are seeking a skilled Financial Services Expert to join our team. The ideal candidate will have a strong understanding of financial services solutions and be able to effectively communicate these to our clients.The successful candidate will be responsible for increasing vertical sales index (VSI) and driving client retention and entrenchment...

Optasia: Delivering Exceptional Client Experiences.We strive to create personalized experiences for our clients, leveraging our expertise in wealth creation and accumulation. Our goal is to empower individuals to make informed decisions about their financial futures.Responsibilities:Develop and execute strategic marketing initiatives that drive business...

IntroductionAre you prepared for a fresh challenge, a new work environment, and a unique outlook on your professional journey? If you're seeking independence, flexibility, and the chance to craft a prosperous career, your next step awaits IWCP (Insurance and Wealth Creation Professionals) presents an exciting opportunity as a Financial Consultant.Embark on a...

As a Private Banking Specialist at FirstRand Bank Limited, you will play a vital role in proactively managing a portfolio of Private Wealth Clients. This entails working closely with a team of Private Bankers to provide analysis, research, and sales and service fulfilment. Your primary goal is to identify additional opportunities for banking new clients and...

Job Title : Product Manager – Cyber SecurityDivision: Cyber SecurityLocation & Address: JohannesburgTotal Staff in Function: 1WORKING RELATIONSHIPS:Internal: Procurement, Sales Operations, Brand Operations, Account Managers, Systems Engineers / Presales, Marketing, Logistics, Regional ManagersExternal: Vendor, Resellers, End Users, Vendor Alliance...

Tech Hartford is one of the leading technology companies in the Hartford area, providing innovative solutions to businesses and individuals alike. We are seeking a driven and customer-focused individual to join our team as a Customer Service Associate.As a Customer Service Associate at Tech Hartford, you will be the face and voice of our company, providing...

To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.Key...

About The Career Network SAAt The Career Network SA, we strive to deliver exceptional client service and support to our wealth management clients. We are seeking a highly skilled and motivated individual to join our team as an Assistant to a Wealth Manager.Job OverviewThis role involves providing comprehensive support to our wealth managers in managing...

To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.Welcome to the home...

Job title : Financial Sales Consultant / Financial AdvisorJob Location : Gauteng, PretoriaDeadline : April 03, 2025Quick Recommended LinksJobs by Location Job by industries DUTIES AND RESPONSIBILITIES:Source clients through networking and referral initiatives.  Build long lasting relationships with clients through excellent ongoing client services Give...

Required Skills and QualificationsExperience: A minimum of 4 years' experience in the financial services industry, specifically in wealth management or a related field.Skills: Strong communication and interpersonal skills, ability to multitask, proficiency in Microsoft Office and other software applications.Education: Bachelor's degree in Business...

About InterSystems CorporationWe are a creative data technology provider, delivering a unified foundation for next-generation applications.Our data platforms solve interoperability, speed, and scalability problems for large organizations around the globe.We are seeking a talented Marketing and Sales Associate to join our team.The ideal candidate will be...

Welcome to FNB, the home of the #changeables.We design for the shapeshifters and deliver products and services that make us incredibly proud of the 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:Deliver exceptional experience and education to...

Momentum is a financial services provider committed to wealth creation and preservation, insurance, and income protection. We understand the retail insurance, savings, and investment markets in SA.Job DescriptionThe Investment Consultant crafts passionate partnerships with independent financial advisors (IFAs). They must have product, market, and sales...

Key ResponsibilitiesDeliver exceptional experience and education to Private Banking clients on basic wealth creation and accumulation.Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.Understand and market all financial services solutions within the relevant business...

Associate Director / Director - Sandton - HKA BirminghamHKA is a leading provider of consulting, expert and advisory services for the construction, manufacturing, process and technology industries. As independent consultants, experts and advisors, we deliver solutions amid uncertainty and provide insights that make the best possible outcomes a reality for...