Lead Wealth Advisor

Job DescriptionWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Innovative Financial Advisor Services. In this role, you will be responsible for providing comprehensive financial planning, investment advice, and retirement planning services to clients. Your primary goal will be to develop and maintain strong...

We are looking for a UHNW Wealth Management Advisor to provide holistic and appropriate solutions in meeting clients' needs. The successful candidate will possess excellent communication skills, a strong understanding of the wealth management industry, and the ability to build strong relationships with high net worth clients.About the RoleTo develop,...

About CrayonCrayon, a renowned global financial services company, has been providing quality financial advice and wealth management solutions to international expatriates since 1998. They have received awards and recognition globally and locally for excellence in client services and continue to work towards implementing client-centric solutions.Your Job...

IntroductionCrayon, a leading global financial services company, offers a unique opportunity for experienced Financial Advisors to join their team in Mauritius.Your RoleYou will be responsible for effectively planning and managing leads, interacting with potential businesses and professionals to achieve the company's goals and objectives. You will provide...

About UsInnovative Financial Advisor Services offers innovative solutions to meet clients' unique financial needs. As an open architecture brokerage, our Senior Advisers can provide solutions on almost every regulated product, fund, short-term insurance, and medical-aid in RSA.Your RoleThis hybrid role is based in Pretoria and Johannesburg, with the...

The Rawson Property Group, a prominent estate agency group in Southern Africa since 1982, is dedicated to excellence in the real estate industry. We have received multiple International Property Awards for our exceptional service.Job RoleThis is a full-time on-site position for an Estate Wealth Consultant located in Gauteng, South Africa. The consultant will...

Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.Act...

time left to apply End Date: February 28, 2025 (3 days left to apply)job requisition id R29406Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new...

Shape Your Future with Liberty Become a Financial Advisor Are you ambitious, driven, and eager to build a career that rewards success? Do you thrive in a supportive team environment that encourages growth, innovation, and excellence? This is your opportunity to step into a role that offers unlimited earning potential, world-class training, and the backing of...

Financial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Mauritius. As a key member of our team, you will play a crucial role in providing exceptional financial advice and wealth management solutions to our clients.About Your RoleYou will be responsible for planning and managing leads, interacting with potential...

Are you ready to turn your business mindset into a rewarding career in finance? Seeking a path that combines your passion for business with the opportunity to guide others toward financial success? Join us as a Financial Advisor and embark on a journey where every day is an adventure in innovation and empowerment. As a Financial Advisor, you will: Craft...

Job SummaryWe are seeking an experienced Insurance Advisor to promote Sanlam Retail Mass's products and increase market share through effective sales and client service strategies.Key ResponsibilitiesGaining and maintaining an in-depth understanding of SRM product ranges.Understanding customer needs, financial goals, and means, and providing the right...

About the RoleWe are seeking a talented Investment Consultant to join our team at Momentum Investments. As a key member of our team, you will be responsible for developing strong relationships with independent financial advisors (IFAs).Duties and ResponsibilitiesBuilding trust with IFAs through personalized advice and coaching.Strengthening the SIC/IFA...

Career Opportunities at CrayonCrayon, a respected global financial services company, is seeking an experienced Financial Advisor to join their team in Mauritius. As a key member of our team, you will play a crucial role in providing exceptional financial advice and wealth management solutions to our clients.About Your RoleYou will be responsible for planning...

Job ResponsibilitiesDevelop and implement tailored financial plans for clients.Provide expert guidance on investments, retirement planning, and wealth management.Maintain strong relationships with clients through regular consultations and communication.Stay updated on the latest market trends and financial regulations.RequirementsTo succeed in this role, you...

JOIN OUR TEAM AS A FINANCIAL ADVISORAre you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no furtherA leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting opportunity...

JOIN OUR TEAM AS A FINANCIAL ADVISORAre you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no furtherA leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting opportunity...

A Financial Planner position available in either Pretoria or Bellville for a leading company within the financial industry.Your:EducationA financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning;CFP designation is essential.Experience RequiredMinimum of 3 years relevant...

A Financial Planner position available for a leading company within the financial industry.Your: EducationA financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning;CFP designation is essential.Experience RequiredMinimum of 3 years relevant experience;Proficient in Afrikaans,...

Hire Resolve is seeking a Strategic Business Development Executive to join our clients team, a leading financial services firm with a strong track record of success. This is an exciting opportunity for a highly motivated and results-driven professional to play a key role in driving business growth and enhancing advisor performance. The position is based in...