Wealth Management Experts

Wealth Creation ExpertWe are seeking an experienced and skilled individual to join our team as an Established Financial Advisor. The successful candidate will be responsible for creating and implementing comprehensive financial plans that meet the needs of our clients.This role requires strong analytical and problem-solving skills, as well as the ability to...

We are looking for a talented Wealth Management Advisor to join our team at The Recruitment Council. As a key member of our team, you will be responsible for providing expert advice to clients on their wealth management options.About the Role:Meet with clients to understand their financial goals and objectives.Analyze clients' financial situations and...

A career as a Financial Adviser offers a lucrative earning potential, flexible work schedule, and unlimited growth opportunities.About Millennium Wealth Bluestar SanlamWe're dedicated to providing a comprehensive training program that equips our professionals with the necessary skills to excel in their roles.As a Financial Adviser, you'll have the...

Momentum is a leading financial services provider committed to creating and preserving wealth for our clients. We are seeking an experienced Investment Consultant to join our team and contribute to our success.The successful candidate will have a strong understanding of the investments and wealth management industry in South Africa and international markets,...

Job Purpose : To partner with the wealth manager to mainly address risk planning related needs the clients have and to cultivate new and existing client relationships.An associate is required to have client management skills as well as holistic financial planning and product knowledge.The associate must be able to show abilities of business development and...

Job Purpose : To partner with the wealth manager to mainly address risk planning related needs the clients have and to cultivate new and existing client relationships. An associate is required to have client management skills as well as holistic financial planning and product knowledge. The associate must be able to show abilities of business development...

We are searching for an experienced Wealth Management Assistant to join our team in Durban, South Africa. As a Wealth Management Assistant, you will play a vital role in supporting our wealth management team in providing exceptional client service and achieving business goals.About the RoleThe successful candidate will be responsible for:Providing...

Pronel Personnel is seeking a highly skilled Wealth Management Specialist to join their team. This role involves providing exceptional client service and support, ensuring seamless communication with clients and colleagues alike.About the Role:Attend to all existing client queries and requests in a timely and professional manner, maintaining the highest...

At Pps Recruitment, we are seeking a highly skilled and motivated Wealth Development Specialist to join our team. This role is ideal for individuals who are passionate about helping clients achieve their financial goals.Job DescriptionThe primary responsibility of this position is to assist wealth managers in addressing client risk needs within the context...

Are you a talented and ambitious individual looking to secure your financial future?About UsMillennium Wealth Bluestar Sanlam is a trusted and established company offering comprehensive training and support.We're passionate about empowering individuals to achieve their financial goals through expert financial advice.Key ResponsibilitiesProvide in-depth...

Job OverviewWe are seeking an experienced Wealth Portfolio Advisor to join our team. As a Wealth Portfolio Advisor, you will play a vital role in helping high-net-worth clients achieve their financial objectives through integrated wealth management.Meet sales targets by identifying opportunities within the existing client base and advising on approved...

Pronel Personnel is looking for a highly motivated Private Wealth Manager to join their team. The successful candidate will be responsible for managing complex client portfolios, delivering exceptional results, and exceeding expectations.About the Role:Manage complex client portfolios, ensuring alignment with clients' financial objectives and risk...

A successful Financial Adviser requires strong communication skills, a passion for finance, and a client-centric attitude.About Millennium Wealth Bluestar SanlamWe're a trusted and established company offering a comprehensive training program and a dynamic work environment.As a Financial Adviser, you'll have the opportunity to build lasting relationships...

About UsWe offer full support & infrastructure: Office space, telephony services, administration, and compliance support.Our comprehensive training program includes industry-related qualifications, technical & soft skills development.Marketing & business coaching: Helping you build a strong client base.Access to a lead generation system: Maximizing your...

About the RoleAs a Financial Advisor, you will work closely with clients to understand their financial needs and goals.You will provide expert guidance and support to help them achieve their objectives, while also expanding your knowledge of financial products and market trends.This is a rewarding career path that offers opportunities for personal and...

Skills Provision is searching for an Assistant Wealth Manager for a Financial Organisation in Durban, South Africa.Salary & BenefitsR.380,000 p / aThe RoleThe Assistant Wealth Manager will provide complete clerical assistance to Managers for the maintenance of client relationships and solid investment decisions and returns. The candidate's key relations will...

We are looking for a highly skilled and motivated individual to fill the position of senior wealth management role at Sanlam Limited.In this role, you will be responsible for managing complex financial situations, providing strategic advice to clients, and developing long-term wealth management plans.To excel in this position, you must have a deep...

CompetenciesWe are seeking a highly skilled and motivated individual to join our team as a Wealth Management Specialist.Key CompetenciesThis role requires the ability to build strong relationships with customers, understand their financial goals and objectives, and develop customized wealth management plans to help them achieve success.The successful...

Sanlam Limited is seeking a talented and ambitious individual to fill the position of expert advisor in Richards Bay & surrounding areas.In this role, you will be responsible for building strong relationships with clients, providing personalized financial advice, and identifying opportunities for business growth.To succeed in this position, you must possess...

Pps Recruitment is looking for a Risk Management Associate to join our Advisory Services team. As a Risk Management Associate, you will play a crucial role in assisting wealth managers in identifying and mitigating risks associated with client portfolios.About the RoleIn this role, you will be responsible for providing support to wealth managers in...