Wealth Planning Specialist
3 days ago
Oasis is seeking a skilled Wealth Planning Specialist to join our team. The successful candidate will be responsible for developing and implementing wealth planning strategies for high net worth individuals and families.
Key Responsibilities- Conduct comprehensive financial analyses to identify areas for improvement and opportunities for growth.
- Develop customized wealth planning strategies that address client goals and objectives.
- Implement and monitor investment portfolios to ensure alignment with client goals.
- Provide ongoing service and support to clients to ensure they remain satisfied with their financial plans.
- Bachelor's degree in Finance, Accounting, Business, or a related field.
- FAIS qualified.
- Strong knowledge of financial planning principles and investment strategies.
- Experience working with high net worth individuals and families.
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Wealth Management Specialist
18 hours ago
Durban, KwaZulu-Natal, South Africa Lonfin Wealth Full timeAs a Financial Adviser at Lonfin Wealth, you will be responsible for:Providing expert advice on financial planning and wealth management.Assisting clients in achieving their financial goals.Developing and implementing effective investment strategies.Maintaining a strong network of contacts and referrals.Key Skills Required:Extensive sales experience.Strong...
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Wealth Management Specialist
3 weeks ago
Durban, KwaZulu-Natal, South Africa IWCP Johannesburg Ltd Full timeWealth Management Specialist Shape Your Legacy with Liberty Are you ready to take control of your financial future and help others do the same? If youre driven by success, growth, and the opportunity to build lasting wealth, this is the career for you. At IWCP, were committed to developing the next generation of leaders in wealth and investment management....
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Financial Professional
18 hours ago
Durban, KwaZulu-Natal, South Africa Lonfin Wealth Full timeCompany: Lonfin WealthDescription:We are specialists in financial planning and wealth management.We provide expert advice on investment, retirement, and wealth creation.Our team is dedicated to helping you achieve your financial goals.Job RequirementsCandidates must have an extensive sales track record or experience in the insurance industry.Must have...
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Financial Adviser
21 hours ago
Durban, KwaZulu-Natal, South Africa Lonfin Wealth Full timeCompany: Lonfin WealthDescription: Lonfin Wealth is a registered Sanlam Blue Star Franchise. We are specialists in financial planning and wealth management.Contract Type: Full TimeExperience Required: No ExperienceEducation Level: Grade 12Number of vacancies: 6Job DescriptionWe are hiring for 6 positions open for Financial...
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Wealth Management Professionals Sought
2 days ago
Durban, KwaZulu-Natal, South Africa Confiar Wealth Full timeJoin Our Dynamic TeamWe're expanding our team of experienced Financial Planners and seeking ambitious professionals who are passionate about delivering exceptional client service. As a Financial Planner at Confiar Wealth, you'll have the opportunity to build and manage a client base, provide expert financial advice, and develop a profitable practice.Your key...
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Investment Planning Consultant
18 hours ago
Durban, KwaZulu-Natal, South Africa Lonfin Wealth Full timeLonfin Wealth is an accredited Sanlam Franchise that offers a range of financial products and services.We are seeking talented individuals who can help us deliver exceptional service to our clients.Candidates must have excellent communication and negotiation skills.Ability to work in a fast-paced environment and meet deadlines.Knowledge of financial...
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Wealth Creation Expert
1 day ago
Durban, KwaZulu-Natal, South Africa Wesbank Full timeJob DescriptionWe are seeking a highly skilled Financial Services Specialist to join our team at Wesbank. As a key member of our Private Wealth department, you will be responsible for delivering exceptional experience and education to our clients on wealth creation, accumulation, and protection tactics.Key Responsibilities:Identify and advise clients on...
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Private Wealth Strategist
18 hours ago
Durban, KwaZulu-Natal, South Africa Absa Group Full timeAbsa Group is seeking a Private Wealth Strategist to join its Wealth Advisory team. In this role, you will be responsible for managing and growing a portfolio of high net worth clients, trusts, investment holding companies, and businesses.About the RoleThe successful candidate will provide specialist advice and support in the development of tactical strategy...
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Financial Planners Wanted
2 days ago
Durban, KwaZulu-Natal, South Africa Confiar Wealth Full timeUnlock Your Earning PotentialWe are seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.A Profitable Practice Building opportunity awaits you as you establish and maintain relationships with clients, provide expert financial advice, and...
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Financial Planning Manager
6 days ago
Durban, KwaZulu-Natal, South Africa Mayfly Agri (Pty) Ltd Full timeMayfly Agri (Pty) Ltd is a leading financial services group in Africa, seeking an experienced Regional Manager: Financial Planning to drive excellence in financial advisory services. This role demands a strong commitment to regulatory compliance, professional development, and best practices in financial planning.Key Responsibilities:Providing guidance and...
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Advisory Roles for Experienced Planners
1 day ago
Durban, KwaZulu-Natal, South Africa Confiar Wealth Full timeDevelop a Successful CareerWe're seeking experienced Financial Planners to join our team at Confiar Wealth. As a Financial Planner, you'll play a critical role in building and maintaining relationships with clients, providing expert financial advice, and developing a profitable practice.Your key responsibilities will include:• Client Engagement and...
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Wealth Management Consultant
3 days ago
Durban, KwaZulu-Natal, South Africa Oasis Full timeWe are seeking a Wealth Management Consultant to join our team at Oasis. In this role, you will be responsible for managing and growing a portfolio of clients, providing financial planning advice, and generating leads.Key qualifications for this position include a Bachelor's degree in Finance or a related field, being FAIS qualified, and having excellent...
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Wealth Planning Expert
3 days ago
Durban, KwaZulu-Natal, South Africa Gayede BlueStar - Authorised by Sanlam Full timeGlobally, companies are seeking professionals who can effectively manage their finances. As a Financial Advisor at Gayede BlueStar, you will play a vital role in helping businesses and individuals make informed decisions about their money.This position requires a unique blend of financial acumen and interpersonal skills. You will be responsible for providing...
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Wealth Planning Director
6 days ago
Durban, KwaZulu-Natal, South Africa Mayfly Agri (Pty) Ltd Full timeAs a Regional Manager: Financial Planning at Mayfly Agri (Pty) Ltd, you will be responsible for providing guidance and support to financial planners, ensuring compliance with regulatory requirements, and overseeing training interventions. This role demands a strong commitment to professional development and best practices in financial planning.Key...
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Wealth Banker
21 hours ago
Durban, KwaZulu-Natal, South Africa Absa Group Full timeEmpowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryManage...
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Private Wealth Advisor
1 day ago
Durban, KwaZulu-Natal, South Africa Wesbank Full timetime left to apply End Date: March 24, 2025 (2 days left to apply)job requisition id R21598Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual...
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Wealth Management Consultant
3 days ago
Durban, KwaZulu-Natal, South Africa Sanlam Full timeJoin Our TeamWe are seeking a talented and ambitious Wealth Management Consultant to join our team at Sanlam. In this role, you will be responsible for providing financial advice and support to our clients, as well as identifying opportunities for business growth and development.Main Responsibilities:Clients Consultations and Sales: Ensure all client...
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Logistics Planning Specialist
3 days ago
Durban, KwaZulu-Natal, South Africa PY Placements Full timeJob DescriptionWe are looking for a Logistics Planning Specialist to join our team in Mobeni / Jacobs.The successful candidate will have 4-5 years of experience in planning, supply chain and logistics roles, with a relevant Supply Chain degree or diploma.Duties & ResponsibilitiesCompile and analyse reports to inform business decisionsAssist with purchase of...
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Project Planning Specialist
3 days ago
Durban, KwaZulu-Natal, South Africa Professional Career Services - Gauteng Full timeAbout the JobAs a Project Planning Specialist, you will play a critical role in ensuring the success of our manufacturing projects. This is an exciting opportunity to work with a leading company in the Automotive sector and develop your skills in project management.Key ResponsibilitiesProject Management: Manage multiple projects simultaneously and ensure...
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Material Planning Specialist
3 days ago
Durban, KwaZulu-Natal, South Africa Defy Appliances Full timeTalent Acquisition and Employer Brand SpecialistWe are currently seeking an experienced and highly motivated Imports Material Planner to join our team at Defy Appliances, based in Durban, Jacobs.**Key Responsibilities:**Develop and implement effective material planning strategies for serial production,Coordinate supply chain activities for serial production...