Client Wealth Manager

Succeed 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...

Unlock 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,...

Are 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...

Grow 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...

Delivering 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,...

Job 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...

Why Choose Envestpro? We offer a dynamic and supportive work environment that fosters growth and development. Our team of experienced professionals is dedicated to delivering exceptional results and helping our clients achieve their goals.We're seeking a highly motivated and skilled Financial Advisor to join our team, someone who shares our passion for...

Lonfin Wealth Bluestar Financial Advisory Services, authorized by Sanlam, provides a comprehensive range of insurance products to safeguard your future and protect you against life's uncertainties. Located in the City of KZN, we offer retirement annuities, life annuities, investments, employee benefits, and various insurance solutions to meet your needs.Role...

About 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.

About the RoleWe are looking for a seasoned executive to lead our client operations team at Ignition CX. As a key member of our leadership team, you will be responsible for driving business performance, developing strategic plans, and delivering exceptional client experiences.Responsibilities:Oversee client operations to ensure alignment with business...

About 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...

What 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.

Key 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 &...

About Us: Envestpro is a community of entrepreneurs dedicated to helping each other thrive. Our mission is to empower individuals at every stage of their professional journey to achieve financial greatness.">Fuel Your Entrepreneurial Journey: Transform into a Financial Advisor with Envestpro, where you can combine your passion for business with the...

About the RoleAs a Senior Client Executive at Marsh Middle East and Africa, you will focus on delivering exceptional service and value to a portfolio of large, corporate businesses in South Africa.This involves leveraging your expertise in insurance broking to lead the annual renewal cycle and daily servicing of clients, while also supporting claims and...

Are you a talented and ambitious individual looking for a career that empowers you to make a significant impact while securing your financial future? Look no furtherJoin Our Team as a Financial AdviserWhat We Offer:Lucrative Earning PotentialA Trusted and Established CompanyComprehensive Training & SupportFlexible Work ScheduleUnlimited Growth...

National insurance broker franchise 100% commission only. Current advisers earning between 30k to 250k per month***WORKING PERSAL MARKETS, TEAM LEADERS ALSO REQUIRED***This is a full-time remote role for a Financial Adviser/Insurance Broker/Salesperson. A leading financial services company committed to providing top notch wealth management and protection...

RequirementsTo be successful in this role, you will need to possess:A minimum of 8-10 years' experience in large corporate client service delivery within the insurance area.FAIS compliance.Relevant formal qualification and AIISA (or similar).Minimum 150 credits and have passed RE 5 Examination.Proficiency in English.Highly developed communication and...

About UsEnvestpro is a community of entrepreneurs dedicated to empowering individuals at every stage of their professional journey to achieve financial greatness.Job DescriptionAs a Transformational Financial Expert, you will draw on your entrepreneurial spirit to connect with clients on a personal level, understanding their unique financial goals and...

About 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...