Current jobs related to Senior Wealth Advisor Professional - Cape Town, Western Cape - Old Mutual South Africa


  • Cape Town, Western Cape, South Africa Financial Wealth Holdings (FWH) Full time

    Join the Team as a Senior Sales AdvisorAre you a confident closer who thrives in a target-driven environment? Do you want your next role to not only reward you financially but also give you the chance to change lives?National Debt Advisors is expanding—and we're looking for experienced Senior Sales Advisors who are hungry for success and passionate about...


  • Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    Structured wealth solutions is a leading provider of financial services, seeking a highly motivated Financial advisor to join our team for Sanlam Sky.As a Financial advisor, you will be responsible for providing structured wealth solutions to clients, utilizing your expertise in financial planning and investment management.To be successful in this role, you...


  • Cape Town, Western Cape, South Africa Real Time Wealth Full time

    Direct message the job poster from Real Time Wealth-----------------------------------------------------------------------------------------------Real Time Wealth is an independent financial services firm with offices in Tyger Valley and Somerset West.We're seeking a motivated individual to join our team and work closely with our experienced Financial...


  • Cape Town, Western Cape, South Africa Real Time Wealth Full time

    Direct message the job poster from Real Time Wealth.Real Time Wealth is an independent financial services firm with offices in Tyger Valley and Somerset West. We're seeking a motivated individual to join our team and work closely with our experienced Financial Advisors and their assistants.Position: Financial Advisor / Assistant (Medical aid and Gap...


  • Cape Town, Western Cape, South Africa Oasis Crescent Full time

    Personal Wealth AdvisorWe are seeking a highly skilled Personal Wealth Advisor to join our dynamic team. The ideal candidate will have a strong background in financial planning, possess the necessary certifications, and demonstrate a commitment to client-centric service.The successful candidate will be responsible for providing comprehensive financial...


  • Cape Town, Western Cape, South Africa Structured Wealth Solutions Full time

    Are you a results-driven professional seeking a challenging role in the financial sector? We invite you to join our team at Structured Wealth Solutions as a Broker Agent.About the Role:Conduct thorough needs assessments to identify areas where clients can optimize their financial portfolios.Design and implement personalized financial strategies that align...

  • Financial Advisor

    2 weeks ago


    Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    Structured wealth solutions are currently recruiting new Financial advisors to join a team for Sanlam SkyRequirement: Drivers license /Own vehicleMatric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in...

  • Financial Advisor

    2 weeks ago


    Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    Structured Wealth Solutions are currently recruiting new Financial Advisors to join a team for Sanlam Sky.Requirements:Driver's license / Own vehicleMatric - Grade 12RE 5 (preferably)Other relevant qualificationsPrevious working experience specifically in the financial services industry is REQUIRED (e.g. advisor / consultant)Previous working experience in...

  • Paraplanner

    3 weeks ago


    Cape Town, Western Cape, South Africa FSP Wealth Full time

    FSP Wealth City of Cape Town, Western Cape, South AfricaIndependent Financial Advisor at FSP WealthCompany DescriptionForming part of the iFSP group of companies, FSP Wealth (Pty) Ltd was established to make wealth structuring as simplistic as possible. FSP Wealth believes that your financial wellbeing should not be influenced by complex products or...


  • Cape Town, Western Cape, South Africa Structured Wealth Solutions Full time

    At Structured Wealth Solutions, we are currently seeking highly motivated and experienced Broker Agents to join our team.About the Role:This is an exciting opportunity for individuals who have a passion for structured wealth solutions and are looking to take their career to the next level. As a Broker Agent, you will be responsible for delivering exceptional...


  • Cape Town, Western Cape, South Africa Old Mutual South Africa Part time

    We are looking for a highly motivated and results-driven individual to join our team as a Wealth Management Advisor.The role involves working closely with clients to understand their financial goals, providing expert guidance, and recommending tailored investment solutions to achieve their objectives.Key responsibilities include:Developing and implementing...


  • Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    Become part of a dynamic team at Structured Wealth Solutions where you will have the opportunity to grow professionally and make a meaningful impact on our clients' financial lives.Responsibilities:Provide personalized financial planning and consulting services to clientsConduct thorough needs assessments and develop tailored solutionsBuild and maintain...


  • Cape Town, Western Cape, South Africa Hire Resolve Full time

    Hire Resolve is a leading provider of wealth management solutions, seeking an experienced Senior Wealth Assistant to join our client's team. This challenging role involves supporting the Wealth Manager in all aspects of client relationship management, including new client onboarding, account maintenance, and ongoing communication.The ideal candidate will...


  • Cape Town, Western Cape, South Africa HR Genie Full time

    NQF 5 & 6 would be advantageous (In Wealth Management)Experience :5+ years experience in the investment financial services industry is essential3+ years experience in the broker support environment is essentialProficient in English and Afrikaans (read, write, speak)Competent on service providers' website functionalities (Investment and risk service...


  • Cape Town, Western Cape, South Africa Findojobs South Africa Full time

    NQF 5 & 6 would be advantageous (In Wealth Management)Experience :5+ years' experience in the investment financial services industry is essential3+ years experience in the broker support environment is essentialProficient in English and Afrikaans (read, write, speak)Competent on service providers' website functionalities' (Investment and risk service...


  • Cape Town, Western Cape, South Africa Financial Wealth Holdings (FWH) Full time

    At Financial Wealth Holdings (FWH), we're a dynamic financial services group dedicated to helping individuals and families achieve financial stability and prosperity.Our expert team offers personalized debt management, financial planning, and personal finance solutions tailored to the unique needs of our clients.This is where you come in – as a Senior...


  • Cape Town, Western Cape, South Africa Hire Resolve Full time

    Job Title: Senior Wealth AssistantLocation: Bellville CTHire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our client's team at a reputable wealth management firm. The ideal candidate will possess a strong background in assisting high net worth individuals and families with complex wealth management and...

  • Senior Legal Advisor

    3 weeks ago


    Cape Town, Western Cape, South Africa Lexdan Select Full time

    Lexdan Select is assisting a Financial Services company with their search for a Senior Legal Advisor, based in the Southern Suburbs of Cape Town.Functions:Drafting and vetting of contracts.Advise on compliance with relevant legislation.Provide legal support to a range of group companies and business units.Liaise with external legal service...


  • Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    At Structured wealth solutions, we are committed to providing world-class financial services, and we are currently seeking an experienced Financial advisor to join our team for Sanlam Sky.The successful candidate will be responsible for managing client relationships, developing and implementing tailored investment plans, and growing their business through...


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    We are looking for a talented Junior Financial Advisor to join our team of experienced professionals. In this role, you will have the opportunity to develop your skills and expertise in financial planning, wealth management, and investment advice. You will work closely with our advisory partners to deliver high-quality services to our clients, ensuring their...

Senior Wealth Advisor Professional

2 weeks ago


Cape Town, Western Cape, South Africa Old Mutual South Africa Full time
About Us
Old Mutual South Africa is a leading insurance company that believes in the African opportunity. We are committed to identifying and developing talented individuals who can help us achieve our goals.

The Role
We are seeking a skilled Financial Advisor who can provide expert advice and guidance to our customers. As a Financial Advisor, you will work closely with our clients to understand their financial needs and develop tailored solutions to meet their goals.

Your Skills and Experience
To succeed in this role, you will need to have a Bachelors Degree (B) or High School (Grade 12). You should also possess excellent communication and interpersonal skills, and be able to work effectively in a team environment.

What We Offer
We offer a competitive salary and benefits package, as well as opportunities for career development and advancement.