Current jobs related to Financial Services Expert - Pretoria, Gauteng - Momentum Metropolitan Holdings Limited

  • Financial Planning Expert

    5 days ago

    Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    Job ResponsibilitiesDevelop and implement tailored financial plans for clients.Provide expert guidance on investments, retirement planning, and wealth management.Maintain strong relationships with clients through regular consultations and communication.Stay updated on the latest market trends and financial regulations.RequirementsTo succeed in this role, you...

  • Financial Wellness Expert

    5 days ago

    Pretoria, Gauteng, South Africa Bayport Financial Services Full time

    At Bayport Financial Services, we're on a mission to empower employees to take control of their financial wellbeing. As a Senior Financial Wellness Consultant, you'll play a pivotal role in helping our Corporate clients improve their overall financial health.Key Responsibilities:Evaluate employees' financial situations and provide tailored solutions for...

  • Career Opportunities in Financial Services

    2 days ago

    Pretoria, Gauteng, South Africa Hilgard Financial Services Full time

    Hilgard Financial Services is a dynamic organization seeking an ambitious individual to join our team as a Financial Advisor. The ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals.About the RoleThis entry-level position offers a unique opportunity for individuals to develop their skills in...

  • Financial Planning Expert

    18 hours ago

    Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    Company OverviewInnovative Financial Advisor Services is a well-established, professionally staffed insurance advisory that delivers tailor-made solutions to clients. Our unique approach and skillset enable us to provide flexible and best-of-breed services with zero wastage.Role DescriptionThis full-time role involves providing comprehensive financial...

  • Chief Financial Strategy Specialist

    5 days ago

    Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    Company OverviewInnovative Financial Advisor Services is a modern and well-capitalized insurance advisory that offers unique solutions to clients. As an open architecture brokerage, our team of experts can provide comprehensive financial planning, investment advice, and retirement planning services.

  • Mid-Senior Level C# .NET Expert

    5 days ago

    Pretoria, Gauteng, South Africa Credit Gateway Financial Services Full time

    Credit Gateway Financial Services is a leading player in the FinTech industry, providing innovative financial wellness solutions. We are seeking a Mid-Senior Level C# .NET expert to join our in-house software development team, responsible for designing, developing, and maintaining our .NET core web application.About the JobThe successful candidate will have...

  • Accounting and Financial Services Expert

    2 days ago

    Pretoria, Gauteng, South Africa DeARX Services (Pty)Ltd Full time

    About the RoleThis is an exciting opportunity for a skilled SAP finance and accounting specialist to join our team at DeARX Services (Pty)Ltd. The successful candidate will be responsible for delivering high-quality financial solutions that meet the business needs.Key ResponsibilitiesDevelop and implement financial solutions that meet business needs.Ensure...

  • Short-Term Insurance Expert

    2 days ago

    Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full time

    At BetterSure Financial Consultants, we require a Short-Term Insurance Expert to handle non-motor claims. This role involves assessing claims, coordinating with service providers, and ensuring compliance with company policies and regulatory requirements.Job Description:Assess claims validity by reviewing documentation, conducting investigations, and liaising...

  • Financial Planning and Advisory Role

    2 days ago

    Pretoria, Gauteng, South Africa Hilgard Financial Services Full time

    We are seeking a highly skilled Financial Advisor to join our team at Hilgard Financial Services. As a key member of our team, you will play a crucial role in delivering high-quality investment solutions to our clients.About UsHilgard Financial Services is a reputable organization dedicated to providing top-notch financial planning and advisory services. We...

  • Senior Financial Wellness Consultant

    3 weeks ago

    Pretoria, Gauteng, South Africa Bayport Financial Services Full time

    Job title : Senior Financial Wellness Consultant - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionThe Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of...

  • Financial Services Specialist

    2 days ago

    Pretoria, Gauteng, South Africa Absa Group Full time

    About UsAbsa Group is a leading African banking group with a rich history spanning over 100 years. We offer a unique opportunity to be part of a dynamic and growing organisation that is committed to empowering Africa's future.Job DescriptionThe Financial Services Specialist will be responsible for providing expert advice and guidance to Small Business...

  • Corporate Financial Solutions Specialist

    5 days ago

    Pretoria, Gauteng, South Africa Bayport Financial Services Full time

    We're seeking a highly skilled Senior Financial Wellness Consultant to join our team at Bayport Financial Services. This is an excellent opportunity to make a real difference in the lives of our Corporate clients and help them achieve financial stability.About the Role:This role will involve working closely with employees to assess their financial...

  • Employee Financial Wellbeing Advocate

    5 days ago

    Pretoria, Gauteng, South Africa Bayport Financial Services Full time

    As a Senior Financial Wellness Consultant at Bayport Financial Services, you'll play a vital role in empowering our Corporate clients to take control of their financial wellbeing. We're looking for an experienced professional to join our team and make a meaningful impact.About the Role:This position involves working closely with employees to assess their...

  • Financial Wellness Unit Manager

    3 weeks ago

    Pretoria, Gauteng, South Africa Bayport Financial Services Full time

    Job title : Financial Wellness Unit Manager - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionEnsure the smooth running of the allocated Financial Wellness Unit by compiling and implementing solves, marketing and promotional plans. Positively manage performance of all...

  • Advisory Services Manager

    18 hours ago

    Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    Our TeamWe strive to offer innovative solutions to meet our clients' unique financial needs. This role is ideal for a Senior Financial Advisor who wants to work with a modern, well-capitalized, and professionally staffed insurance advisory.Your Key ResponsibilitiesAs a Senior Financial Advisor, you will be responsible for providing comprehensive financial...

  • Senior Financial Advisor

    22 hours ago

    Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    Company DescriptionInnovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions...

  • Wealth Management Professional

    5 days ago

    Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    Job DescriptionWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Innovative Financial Advisor Services. In this role, you will be responsible for providing comprehensive financial planning, investment advice, and retirement planning services to clients. Your primary goal will be to develop and maintain strong...

  • Luxury Financial Solutions Expert

    6 hours ago

    Pretoria, Gauteng, South Africa Spane4all Full time

    Luxury Financial Solutions Expert is responsible for cultivating and managing objective working relationships with a variety of stakeholders, including end-users, SMEs, project managers, and senior staff members. The role requires a strong understanding of the luxury financial services market, excellent communication skills, and the ability to build strong...

  • Retirement Planning Advisor

    5 days ago

    Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    About UsInnovative Financial Advisor Services is a forward-thinking insurance advisory that offers innovative solutions to meet clients' unique financial needs. Our team of experts provides comprehensive financial planning, investment advice, and retirement planning services to help clients achieve their long-term financial goals.Why Join Us?Opportunity to...

  • Strategic Financial Consultant

    18 hours ago

    Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    Why Work with Us?We offer a dynamic and supportive work environment where you can grow your career. As a Senior Financial Advisor, you will have the opportunity to work with a modern, well-capitalized, and professionally staffed insurance advisory that delivers tailor-made solutions to clients.Your Key TasksAs a Senior Financial Advisor, your key tasks will...

Financial Services Expert

2 weeks ago

Pretoria, Gauteng, South Africa Momentum Metropolitan Holdings Limited Full time

About Us:

Momentum Metropolitan Holdings Limited is a leading financial services provider, dedicated to delivering innovative solutions for wealth creation and preservation.

We strive to empower individuals and businesses through our comprehensive range of products and services, ensuring a secure and prosperous future.

Our commitment to excellence drives us to continuously improve and adapt to the ever-changing landscape of the financial industry.

As a member of our team, you will be part of a dynamic and collaborative environment that values creativity, entrepreneurship, and innovation.

Job Description:

The Investment Consultant plays a pivotal role in crafting meaningful partnerships with investment and wealth independent financial advisors (IFAs). This involves developing and maintaining strong relationships, providing expert guidance, and staying up-to-date with industry trends and developments.

The successful candidate will have a solid understanding of investments, wealth management, and the local and international markets. They will also possess excellent communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment.

Key Responsibilities:

  • Develop and maintain strong relationships with IFAs, providing expert guidance and support
  • Stay up-to-date with industry trends and developments, ensuring the highest level of knowledge and expertise
  • Collaborate with internal stakeholders to drive business growth and retention
  • Analyse and address client needs, identifying opportunities for improvement and implementing solutions