Wealth Management Professional
4 days ago
- A Level 7 qualification in Finance, Commerce or Marketing; OR An NQF Level 4 and 5 years experience with high performance in loan sales at Bayport.
- People engagement is a key requirement.
- Financial literacy knowledge and skills – reasonable understanding of personal finance, debt, and savings.
- Ability to explain basic financial concepts to others.
- Passion and desire to assist people in financial distress.
- Must be willing to work flexible hours.
- Must be fluent in English, including both verbal and written mediums. At least one or two African languages will be an advantage.
- A valid driver's licence - Code B.
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Wealth Management Professionals Sought
5 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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Wealth Management Specialist
4 days 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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Financial Professional
4 days 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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Wealth Management Professional
1 day ago
Durban, KwaZulu-Natal, South Africa Momentum Full timeAre you a results-driven professional looking for a challenging role in the financial services sector? We are seeking an experienced Investment Consultant to join our team at Momentum.Job OverviewThe successful candidate will have a proven track record of success in the financial services industry, with a strong focus on investments. They will be responsible...
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Wealth Management Professional
3 days ago
Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full timeWe are seeking a highly skilled Wealth Management Professional to join our team at Old Mutual South Africa.The company offers a comprehensive learning program, the Free Adviser Academy Learning Programme, designed to equip you with the necessary skills and knowledge to succeed as a Personal Financial Adviser.During the first three months of programme...
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Financial Planner Opportunities
4 days ago
Durban, KwaZulu-Natal, South Africa Confiar Wealth Full timeAbout Confiar WealthWe are a leading wealth management company, committed to helping individuals achieve their financial goals. Our dynamic team of professionals is dedicated to providing expert financial advice and guidance.
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Wealth Management Specialist
4 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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Wealth Management Expert
21 hours ago
Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full timeWealth Management ExpertOld Mutual South Africa invites applications from experienced Wealth Management Experts to join our team.About the JobThe successful candidate will be responsible for providing high-level financial advice to clients, recommending and implementing tailored wealth management strategies. This role requires a strong understanding of...
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Experienced Advisors Wanted
4 days ago
Durban, KwaZulu-Natal, South Africa Confiar Wealth Full timeYour Role as a Financial PlannerAs a Financial Planner at Confiar Wealth, you will be responsible for building and managing a client base, providing professional advice, and developing a profitable practice. You will have the opportunity to work with a diverse range of clients, from individuals to families and businesses.
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Wealth Management Professional: Strategic Advisor
21 hours ago
Durban, KwaZulu-Natal, South Africa Momentum Metropolitan Holdings Limited Full timeStrategic Partnership RoleWe are seeking a strategic advisor to partner with investment and wealth independent financial advisors (IFAs) to build and maintain strong relationships. The successful candidate will have a solid understanding of the investments and wealth management industry, including product, market, and sales knowledge.Key ObjectivesTo...
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Financial Adviser
4 days 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 Specialist
1 day ago
Durban, KwaZulu-Natal, South Africa Absa Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Wealth Banker to join our team. As a Private Wealth Banker, you will be responsible for building and maintaining professional business relationships with our high net worth clients.Your primary objective will be to achieve financial targets by proactively acquiring new clients and...
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Financial Planners Wanted
5 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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Wealth Creation Expert
4 days 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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Wealth Management Consultant
6 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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Private Wealth Strategist
4 days 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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Wealth Management and Advisory Position
21 hours ago
Durban, KwaZulu-Natal, South Africa Old Mutual Full timeSecure Your Future as a Financial AdvisorPioneering Change in the Financial Services IndustryAt Old Mutual, we believe in harnessing the power of human potential to drive growth and progress.Unlock New Opportunities in Wealth Management and AdviceWe are searching for innovative and customer-centric professionals who can help our clients navigate the...
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Career Advancement in Wealth Management
4 days ago
Durban, KwaZulu-Natal, South Africa Confiar Wealth Full timeBenefits of Working with UsLucrative Commission Structure: Our commission structure rewards your hard work and dedication, providing opportunities for career advancement and financial growth.Vesting Bonus: Earn a bonus over the first 24 months, providing a significant boost to your income.Full Admin Support: Our dedicated team handles administrative tasks,...
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Ambitious Wealth Creation Professional
21 hours ago
Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full timeAmbitious individuals with a passion for wealth creation are invited to join Old Mutual South Africa, a forward-thinking insurance company dedicated to harnessing Africa's potential.The role at hand requires exceptional sales skills, including consultative selling, direct selling, and strategic selling, to identify customers' financial needs and provide...
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Experienced Wealth Manager
12 hours ago
Durban, KwaZulu-Natal, South Africa Old Mutual Full timeOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for experienced wealth managers who can provide sound financial advice and recommend tailored solutions to our valued customers.The role involves championing our customers to achieve their lifetime goals by identifying their financial needs,...