Personal Wealth Management Specialist
1 week ago
To succeed in this role, you will need to possess the following skills and qualifications:
- A Matric certificate (essential)
- A Degree (preferable)
- A working knowledge of computer systems
- Strong communication and interpersonal skills
- A sales background and previous experience in financial services would be advantageous but not essential
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Wealth Management Professional
3 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...
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Personal Wealth Manager
4 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,...
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Personal Finance Consultant
3 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...
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Investment Advisor Expert
3 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,...
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Client Wealth Manager
2 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...
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Financial Career Specialist
3 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...
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Financial Planning Specialist
7 days ago
Umhlanga, KwaZulu-Natal, South Africa Liberty Group Ltd Full timeCompany OverviewWe are Liberty Group Ltd, a reputable company committed to helping individuals secure their financial future. Our mission is to provide personalized financial advice and solutions that empower our clients to achieve their goals.Job DescriptionThe Financial Planner will be responsible for providing expert guidance on investment strategies and...
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Personal Finance Specialist
3 days ago
Umhlanga, KwaZulu-Natal, South Africa Absa Group Full timeAbout UsThe Absa Group is an equal opportunity, affirmative action employer committed to achieving equitable demographic representation of our workforce profile. We offer a dynamic and inclusive work environment that values diversity, equity, and inclusion.Our Values:Innovation and creativityIntegrity and ethicsExcellence and qualityHow to Apply:Please...
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Wealth Management Specialist
4 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 &...
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Financial Services Professional
1 week ago
Umhlanga, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeJob DescriptionWe are seeking a highly motivated and results-driven Graduate Financial Adviser to join our team of experienced professionals. As a key member of our organization, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial advice, and developing comprehensive wealth management...
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Personal Assistant
3 weeks ago
Umhlanga, KwaZulu-Natal, South Africa Pronel Personnel Full timeA well-established company in Umhlanga is seeking an experienced Personal Assistant / Secretary to provide professional support to three directors.Key Responsibilities:Managing schedules, appointments & correspondencePreparing reports, documents & presentationsHandling administrative tasks & general office supportCoordinating meetings & travel...
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Personal Assistant
2 weeks ago
Umhlanga, KwaZulu-Natal, South Africa Pronel Personnel Full timeA well-established company in Umhlanga is seeking an experienced Personal Assistant / Secretary to provide professional support to three directors.Key Responsibilities:Managing schedules, appointments & correspondencePreparing reports, documents & presentationsHandling administrative tasks & general office supportCoordinating meetings & travel...
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Wealth Planning Specialist
3 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...
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Wealth Creation Specialist
7 days ago
Umhlanga, KwaZulu-Natal, South Africa Momentum Full timeOur MissionMomentum's mission is to be a business partner of choice, providing expert advice and guidance to IFAs. We empower them to grow their businesses through our range of products and services.Your RoleAs an Investment Consultant, you will work closely with IFAs to understand their needs and provide tailored solutions. You will also drive business...
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Portfolio Development Manager
4 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.
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Wealth Management Expert
3 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...
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Senior Financial Consultant
3 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...
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Wealth Management Advisor
7 days ago
Umhlanga, KwaZulu-Natal, South Africa Liberty Group Ltd Full timeRole SummaryThis is an exciting opportunity to join Liberty Group Ltd as a Financial Planner. The successful candidate will be responsible for delivering high-quality financial advice and guidance to clients. If you are driven, ambitious, and passionate about making a difference in people's lives, we encourage you to apply.Key AccountabilitiesProvide expert...
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Finance Specialist in Hospitality Education
2 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...
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Financial Services Professional
4 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.