Investment Solutions Advisor
18 hours ago
We are seeking a highly skilled Investment Solutions Advisor to join our team at Structured Wealth Solutions in Cape Town. As a key member of our Sanlam Sky team, you will be responsible for delivering exceptional client service and providing expert financial guidance to individuals and families.
Responsibilities- Provide personalized financial planning and investment advice to clients.
- Analyze clients' financial situations and develop tailored solutions to meet their needs.
- Strong understanding of financial products, including investments, retirement plans, and insurance policies.
- Excellent communication and interpersonal skills, with ability to build strong relationships with clients.
To succeed in this role, you must be self-motivated, enthusiastic, and results-driven, with a passion for delivering exceptional client experiences.
-
Financial Advisor
6 days ago
Cape Town, Western Cape, South Africa Structured wealth solutions Full timeStructured wealth solutions are currently recruiting new Financial advisors to join a team for Sanlam SkyRequirement: Drivers license /Own vehicleMatric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in...
-
Investment Solutions Specialist
6 days ago
Cape Town, Western Cape, South Africa Structured wealth solutions Full timeCapital Legacy is seeking an experienced Investment Solutions Specialist to join their team. As a specialist, you will work closely with clients to understand their financial goals and develop personalized investment strategies.Responsibilities:Analyze clients' financial situations and create tailored investment plansResearch and recommend suitable...
-
Senior Investment Advisor
18 hours ago
Cape Town, Western Cape, South Africa Oasis Crescent Full timeAbout Oasis CrescentWe are a reputable investment company committed to delivering exceptional financial solutions to our clients. Our team of professionals is dedicated to providing personalized advice and comprehensive investment strategies that meet the unique needs of our clients.Job DescriptionWe are seeking a qualified and experienced Financial Advisor...
-
Retirement and Investment Advisor
18 hours ago
Cape Town, Western Cape, South Africa Simply Full timeAbout This OpportunityThis is an exciting opportunity to join a leading insurance company as a Financial Advisor. As a Financial Advisor, you will be responsible for providing expert advice on financial planning, retirement planning, and investments to clients. You will also contribute to the development of new business opportunities and...
-
Cape Town, Western Cape, South Africa C40 Cities Full timeAbout the Role:The Investment Distribution Specialist will play a pivotal role in taking our message to the market, building relationships with distribution channels and financial advisors, and implementing our business sales and growth strategy.We are seeking an experienced professional with a strong background in investment distribution, passion for...
-
Insurance and Investments Advisor
6 days ago
Cape Town, Western Cape, South Africa Structured wealth solutions Full timeAt Structured Wealth Solutions, we are committed to empowering individuals to achieve their financial objectives. We are currently seeking an accomplished Broker Agent to join our elite team for CAPITAL LEGACY.Our Mission:To provide innovative and tailored wealth management solutions that meet the unique needs of our clients. We strive to deliver exceptional...
-
Head of Investments
2 days ago
Cape Town, Western Cape, South Africa Old Mutual South Africa Full timeOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionRole overviewOur fast-growing Private Clients Business is looking for a new leader of its investment capability. The role evolves on the scope of the Chief Investment Officer by including a strong strategic focus and leadership of multiple investment...
-
Investment Solutions Specialist
7 hours ago
Cape Town, Western Cape, South Africa Efficient Frontier Recruitment Full timeRole OverviewEfficient Frontier Recruitment is seeking an investment professional to take responsibility for a portfolio of institutional clients and provide a comprehensive investment consulting service.The ideal candidate will possess strong technical skills, excellent communication abilities, and the capacity to work independently under pressure.Key...
-
Senior Financial Advisor
18 hours ago
Cape Town, Western Cape, South Africa BetaPlus Group Solutions Full time**Job Description**This is a full-time role for an Independent Financial Advisor located in Cape Town, with some work-from-home flexibility. The advisor will be responsible for providing financial planning and advisory services, retirement planning, and managing investments.Day-to-day tasks include analysing financial data, developing personalised financial...
-
Capital Legacy Advisor
6 days ago
Cape Town, Western Cape, South Africa Structured wealth solutions Full timeWe are looking for a highly motivated Capital Legacy Advisor to join our team. As an advisor, you will work closely with clients to identify their financial needs and develop comprehensive plans to achieve their goals.Key Accountabilities:Conduct thorough client assessments to understand their financial situation and goalsDevelop and implement customized...
-
Investment Solutions Architect
2 days ago
Cape Town, Western Cape, South Africa Old Mutual South Africa Full timeAs a seasoned professional, you will play a crucial role in driving innovation in investment solutions to cater to the unique needs of affluent and high-net-worth clients.You will oversee the continuous enhancement of investment capabilities, ensuring the firm remains at the forefront of wealth management trends.Required Skills and Qualifications:Minimum 15+...
-
Investment Solutions Expert
7 hours ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAt Aquarius Specialist Recruitment, we are seeking a highly skilled Investment Specialist to join our team. This role would be ideal for an individual with a strong investment background who can effectively engage with clients and prospects to meet the increasing demand for business.This role will suit a person who understands the investments universe, as...
-
Investment Advisory Expert
18 hours ago
Cape Town, Western Cape, South Africa Old Mutual South Africa Full timeAbout Our CompanyOld Mutual Limited is a leading provider of financial solutions to retail and corporate customers across Africa.We are committed to helping our customers achieve their long-term financial goals through expert advice and tailored financial solutions.The OpportunityThis is a great opportunity for a Financial Advisor to join our team and make a...
-
Financial Advisor
19 hours ago
Cape Town, Western Cape, South Africa Structuredwealth Full timeJoin to apply for the Financial Advisor role at Structured Wealth SolutionsStructured Wealth Solutions is currently recruiting new Financial Advisors to join a team for Sanlam Sky.RequirementsDriver's license / Own vehicleMatric - Grade 12RE 5 (preferably)Other Relevant QualificationsPrevious working experience specifically in the financial services industry...
-
Investment Reporting Specialist
7 hours ago
Cape Town, Western Cape, South Africa Monocle Solutions Full timeAbout the PositionWe are seeking an experienced Investment Reporting Specialist to join our team at Monocle Solutions. As a key member of our finance department, you will play a critical role in developing and maintaining finance reporting processes, focusing on key metrics for investments, life, and general insurance products.Your primary responsibilities...
-
Financial Advisor
5 days ago
Cape Town, Western Cape, South Africa Oasis Full timeJoin to apply for the Financial Advisor - Cape Town role at Oasis CrescentJob title: Financial Advisor - Cape TownJob Location: Western Cape, Cape TownDeadline: April 14, 2025Position OverviewWe are seeking a qualified and experienced Financial Advisor to join our dynamic team. The ideal candidate will have a strong background in financial planning, possess...
-
Investment Portfolio Advisor
5 days ago
Cape Town, Western Cape, South Africa Absa Bank Full timeWe are looking for a skilled and experienced Wealth Manager to join our team of financial professionals at Absa Bank. As a key member of our organization, you will be responsible for providing high-quality financial planning and advice to our clients.We offer a unique opportunity to join a leading provider of financial solutions, and be part of a...
-
Investment Distribution Specialist
5 days ago
Cape Town, Western Cape, South Africa C40 Cities Full timeAn exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town.As the Investment Distribution Specialist within this dynamic and progressive business, you will play a pivotal role in taking their message to the market, building relationships with distribution channels and financial...
-
Senior Investment Financial Manager
7 hours ago
Cape Town, Western Cape, South Africa Monocle Solutions Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Financial Manager to join our team at Monocle Solutions. As a key member of our finance department, you will play a critical role in driving business growth and success.Your primary responsibilities will include developing and maintaining finance reporting processes, focusing on key metrics for...
-
Investment Planning Consultant
5 days ago
Cape Town, Western Cape, South Africa Oasis Full timeAbout the RoleThe Wealth Management Advisor will be responsible for providing expert financial planning and advisory services to clients. The ideal candidate will have a strong background in finance, excellent communication skills, and a passion for delivering exceptional client service.ResponsibilitiesConduct thorough financial assessments to identify areas...