Wealth Solutions Professional

Job Summary: As an accredited Wealth Solutions Expert, you will provide pro-active, on-demand financial service and advice to clients within a specific and qualified client market, thereby assisting them to structure their wealth and ensure a secure financial future for them and their families.Duties & Responsibilities:Maintain superior service delivery to...

As a Wealth Solutions Expert at EQ-FIN, you will play a pivotal role in providing expert financial guidance to clients, helping them achieve their goals and secure a prosperous future.Key Responsibilities:Maintain exceptional client relationships through proactive service deliveryOffer tailored financial solutions that align with clients' objectives and...

Unlock Your Potential as a Wealth Solutions ExpertAt EQ-FIN, we're on a mission to empower individuals to secure their financial futures. As a Wealth Solutions Expert, you'll play a pivotal role in helping our clients achieve their goals by providing expert financial guidance and advice.Key Responsibilities:Maintain exceptional client relationships through...

At Envestpro, we're dedicated to empowering entrepreneurs like you to achieve financial greatness. As a Professional Wealth Strategist, you'll have the opportunity to craft tailored financial strategies that empower individuals to navigate the complexities of financial planning with confidence and clarity.Key Responsibilities:Crafting comprehensive financial...

We are seeking a skilled and experienced Private Wealth Advisor/Banker to join our team in Mauritius.As a Private Wealth Advisor/Banker, you will be responsible for driving business development for our products in your designated region or target market, building and maintaining relationships with high net worth individuals and institutional investors, and...

Overview">We at Liberty Standard Bank Group are seeking an experienced and results-driven Wealth Management Consultant to join our expanding wealth management salesforce. Our team is dedicated to providing exceptional service to clients, helping them achieve their financial goals.">Salary">The successful candidate will be rewarded with a highly lucrative...

At Liberty Standard Bank Group, we are seeking a highly motivated and results-driven Wealth Management Advisor to join our rapidly expanding wealth management salesforce.Job OverviewWe offer an exciting opportunity for individuals who want to build a career in the wealth management environment. As a Wealth Management Advisor, you will be responsible for...

Unlock Your Potential as a Wealth Management and Financial Planning ProfessionalWe are seeking experienced Wealth Managers and Financial Planning professionals to join our team at Independent Resourcing Consultancy Ltd. As a Wealth Management Specialist, you will play a key role in supporting High Net Worth (HNW) clients with offshore and onshore advice,...

About People DimensionAt People Dimension, we are dedicated to providing exceptional wealth management services. Our team of experienced professionals is committed to delivering tailored solutions that meet the unique needs of our clients.Role OverviewWe are seeking an accomplished Assistant Wealth Manager to join our team. This role offers a fantastic...

Job SummaryWe are seeking a highly skilled and experienced Wealth Management Analyst to join our team at FirstRand Bank Limited. As a key member of our Wealth Management department, you will be responsible for providing administrative and implementation support to our Wealth Managers, as well as building and maintaining relationships with clients and...

Job DetailsAbout the RoleAs a Wealth Management Specialist, you will be responsible for proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research, and sales and service fulfillment to identify additional opportunities for banking new clients and growing a portfolio of existing clients...

At Liberty Standard Bank Group, we're on the hunt for like-minded individuals who share our passion for empowering people to take control of their financial futures. Company OverviewWe believe that everyone deserves the opportunity to live a life of financial freedom. That's why we're committed to creating an environment where motivated professionals can...

Unlock Your Potential as a Private Wealth Advisor/Banker in MauritiusAre you an accomplished sales professional seeking a new challenge in the expat lifestyle? Keller Executive Search presents a remarkable opportunity to leverage your expertise and skills in wealth management, private banking, or related fields. Based in the picturesque island nation of...

Qualifications and Requirements:We are seeking a skilled Sales and Solutions Professional with a strong background in mechanical engineering to join our team at MPRTC. This is a fantastic opportunity for a motivated and results-driven individual to work with a dynamic organization and contribute to our success.Key Responsibilities:Utilize your technical...

At Numeral XII (Pty) Ltd., we are seeking a highly skilled Professional Financial Services Specialist to join our dynamic team. The ideal candidate will possess excellent communication skills, a strong work ethic, and a passion for delivering exceptional results.Key Responsibilities:Develop and maintain a strong network of industry contacts and represent the...

Synopsis:A leading financial services company in Pretoria seeks an experienced Wealth Advisor/Assistant to join their dynamic team.Job Description: Assist Financial Planners in administrative tasks, ensuring seamless execution of client transactions and portfolio management. Conduct thorough research on insurance products, stay updated on industry trends,...

Unlock Your Potential as a Private AdvisorAre you a seasoned financial expert with a passion for delivering exceptional client experiences? Do you thrive in dynamic environments where your expertise is valued and your career can grow? Our client, a prestigious banking institution, is seeking a highly skilled Private Advisor to join their team.Key...

Job OverviewWe are seeking a driven individual to join our team as a Professional Financial Advisor. As a key member of our team, you will be responsible for providing expert financial advice to medium to high net wealth clients.In this role, you will work closely with clients to understand their financial goals and develop tailored solutions to meet their...

About the Role:The HR Genie is seeking a highly skilled Strategic Business Development Professional to join our team. As a key member of our sales and marketing team, you will be responsible for building meaningful relationships with wealth advisors, identifying opportunities for growth, and driving revenue and AUA growth through advisor business.Key...

We are seeking an exceptional Sales Executive to join our Liberty Standard Bank Group team. As a leading financial services company, we offer a dynamic environment for individuals to grow their careers and build successful businesses under the Liberty Brand.About UsAt Liberty Standard Bank Group, we pride ourselves on providing top-notch products and tools...