Estate and Wealth Management Specialist
7 days ago
DGL HR is a leading Africa-focused financial services group offering a range of career-enhancing opportunities.
Job SummaryWe are seeking a Leasing Executive to join our team and provide financial and estate planning advice to our clients.
Responsibilities:- Provide appropriate financial and estate planning advice to Private and Business Banking Clients.
- Understand long-term insurance products and the bank's offerings.
- Have 3-5 years' experience in sales environments, specifically intermediary services for banking and insurance categories.
- NQF level 7 qualification or degree with credits aligned to FAIS and FSCA requirements.
- RE 5: Representatives certification.
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Real Estate Expert
4 days ago
Pretoria, Gauteng, South Africa iGrow Wealth Investments Full timeiGrow Wealth Investments is seeking a highly motivated and experienced Residential Sales Specialist to join our dynamic team. As a key member of our real estate division, you will be responsible for delivering exceptional service to clients and helping them achieve their property investment goals.About the Role:Conduct market research and stay up-to-date...
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Estate Property Experts Wanted
4 days ago
Pretoria, Gauteng, South Africa iGrow Wealth Investments Full timeiGrow Wealth Investments is a dynamic and innovative professional real estate division part of the iGrow Group of Companies.We are dedicated to delivering exceptional service, driven by results. Our mission is to help clients find their perfect high-yielding investment property or ideal primary residence, providing unparalleled support and education...
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Estate and Investment Manager
4 days ago
Pretoria, Gauteng, South Africa HR Genie Full timeAbout the JobWe are seeking a highly skilled Financial Planner to join our team at HR Options.Job SummaryThis role involves providing expert advice on financial planning, estate planning, risk management, and business insurance to clients.Main ResponsibilitiesLiaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers,...
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Real Estate Agents
4 days ago
Pretoria, Gauteng, South Africa iGrow Wealth Investments Full timeIGrow Real Estate International - an extremely dynamic and innovative professional real estate division part of the IGrow Group of Companies. Here we are dedicated to delivering exceptional service and we are very result driven. We specialise in residential real estate sales for property investors and primary users alike. Our mission is to help clients find...
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International Wealth Manager
4 days ago
Pretoria, Gauteng, South Africa Crayon Full timeDuties & ResponsibilitiesAchieve objectives and targets through effective planning, lead management, and engaging with potential clients.Identify and target key stakeholders and ensure strong relationships are fostered.Contact potential clients and create a rapport by networking and following up on leads.Conduct in-depth needs analyses and provide...
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Wealth Management Expert
2 days ago
Pretoria, Gauteng, South Africa Investec Full timeAbout this OpportunityWe have an exciting opportunity for a Wealth Management Expert to join our team at Investec. As a Senior Financial Advisor, you will be responsible for providing expert financial guidance to our clients on investment and risk management strategies.Key Responsibilities:Develop and implement comprehensive wealth management plans that meet...
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Wealth Management Specialist
7 days ago
Pretoria, Gauteng, South Africa Jse Limited Part timeJse Limited is seeking an experienced Wealth Management Specialist to join its dynamic team. The successful candidate will have expertise in advising clients on various financial products and services, including wealth management, retirement planning, and investment solutions.Responsibilities:Delivering high-quality financial services to clientsMaintaining...
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Real Estate Administrative Specialist
5 days ago
Pretoria, Gauteng, South Africa Orion Real Estate Ltd Full timeAbout Our Team:Orion Real Estate Ltd is a leading real estate company that offers a challenging and rewarding career opportunity for a Property Administrator. As a key member of our operations department, you will be responsible for the day-to-day administrative tasks related to the management of our properties.Job Description:The successful candidate will...
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Estate and Risk Planner
22 hours ago
Pretoria, Gauteng, South Africa Hr Options Full timeWhat We OfferWe offer a competitive salary and benefits package, as well as ongoing training and professional development opportunities.About the Role:The successful candidate will be responsible for providing expert financial planning services to clients, ensuring their financial goals and objectives are met.Main Responsibilities:Develop and implement...
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Wealth Management Specialist
4 days ago
Pretoria, Gauteng, South Africa Absa Bank Full timeAs a Wealth Management Specialist at Absa Bank, you'll play a crucial role in providing high-quality services to our Private Wealth clients. Your primary responsibility will be to develop and maintain relationships with these clients, ensuring their financial needs are met.Job DescriptionNew Business DevelopmentClient Relationship ManagementCredit Assessment...
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Wealth Management Specialist
7 days ago
Pretoria, Gauteng, South Africa Landbank . S.A. Full timeWealth Management OpportunityLandbank . S.A. is seeking an experienced Wealth Management Specialist to join our team. The successful candidate will be responsible for driving business growth, identifying new opportunities, and forging strategic partnerships.The ideal candidate will have a strong understanding of market trends, competitive landscape, and...
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Real Estate Asset Manager
4 days ago
Pretoria, Gauteng, South Africa Igrow Wealth Investments Full timeRole Overview:We are seeking a skilled Real Estate Asset Manager to join our team. The successful candidate will be responsible for overseeing the daily operations of our residential let properties, including maintenance, tenant management, and financial administration.This role requires strong problem-solving and organizational skills, as well as the...
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Wealth Management Specialist
22 hours ago
Pretoria, Gauteng, South Africa Hr Options Full timeAbout the JobWe are seeking an experienced Financial Planner to join our team at Hr Options.Job Summary:This role involves providing expert financial planning services to clients, developing and implementing comprehensive financial plans, and analyzing client data to provide recommendations on various investment products and structures.Main...
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Residential Sales Specialist
4 days ago
Pretoria, Gauteng, South Africa iGrow Wealth Investments Full timeiGrow Wealth Investments is a dynamic and innovative professional real estate division part of the IGrow Group of Companies. We are dedicated to delivering exceptional service and results-driven. Our mission is to help clients find their perfect high-yielding investment property or ideal primary residence, while providing unparalleled support and education...
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Wealth Manager South Africa
4 days ago
Pretoria, Gauteng, South Africa Crayon Full timeIntroductionWhere you'll workEstablished in 1998, this is a leading, award-winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client services and continue to work passionately towards...
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Wealth Management Professional
2 days ago
Pretoria, Gauteng, South Africa Trafalgar Property And Financial Services Full timeJob TitleWe are seeking a skilled and experienced Private Banking Advisor to join our team at Trafalgar Property And Financial Services.Job DescriptionThe successful candidate will be responsible for designing and implementing tailored financial solutions for high-net-worth individuals, including investment strategy and wealth management advice.Key...
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Property Market Analyst
4 days ago
Pretoria, Gauteng, South Africa iGrow Wealth Investments Full timeiGrow Wealth Investments is seeking an experienced Property Market Analyst to join our team. As a key member of our real estate division, you will be responsible for analyzing market data and providing insights to clients, helping them make informed decisions about their property investments.About the Role:Conduct market research and analyze data to identify...
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Estate Management Specialist
3 days ago
Pretoria, Gauteng, South Africa MacRobert Incorporated Full timeAt MacRobert Incorporated, we are seeking a highly skilled Deceased Estate Administrator to join our team in the Estates Department of our Pretoria Branch.We require an individual with excellent experience in drafting and checking Final Distribution Statements, as well as handling large volumes of work in a deadline-driven environment.The ideal candidate...
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Real Estate Operations Expert
4 days ago
Pretoria, Gauteng, South Africa Orion Real Estate Ltd Full timeOrion Real Estate Ltd is seeking a highly skilled and experienced Real Estate Operations Expert to join our team. As a key member of our operations team, you will be responsible for overseeing the smooth operation of our properties, including maintenance, repairs, and renovations.We pride ourselves on providing a comprehensive range of core services...
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Wealth Management Specialist
7 days ago
Pretoria, Gauteng, South Africa Armstrong Appointments Full timeKey ResponsibilitiesMarket and sell the Bank's deposit products to achieve monthly sales targets.Provide expert advice on wealth management solutions and transactional banking services.Foster strong relationships with clients to ensure customer satisfaction and retention.