Independent Wealth Management Expert

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...

Concept Wealth Holdings Mzansi is seeking a skilled Business Development Manager to join our team. As a key member of our sales team, you will be responsible for driving growth and developing new business opportunities.Main Responsibilities:Identify and pursue new business opportunities.Build strong relationships with clients and partners.Maintain accurate...

Key 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.

Jse 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...

Wealth 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...

About UsFNB Namibia is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. We are seeking a talented Wealth Advisory Services Consultant to join our team, who will be responsible for providing expert advice on wealth management and investment strategies to high net worth clients.Key...

About the JobThis is an exciting opportunity for a highly motivated and experienced Platform Relationship Manager to join our team. The successful candidate will be responsible for managing relationships with all local and offshore fund managers, stockbrokers (PSP providers) and Discretionary Fund Managers, from a Wealth local and international platform...

We are seeking an Investment Consultant to craft passionate partnerships with our network of independent financial advisors (IFAs).About UsMomentum is a leading financial services provider that has been serving South Africans since 1966. We pride ourselves on our entrepreneurial spirit and innovative culture.Role PurposeThe successful candidate will be...

The Client Services role involves supporting the wealth business and occasionally assisting the group's subsidiary businesses. Rather than having separate teams for different services, everyone in Client Services handles a variety of tasks, offering a great opportunity to gain broad experience in the financial services industry. The role calls for strong...

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...

About the RoleThe Recruitment Council is seeking a skilled Wealth Management Specialist to join our team. In this role, you will be responsible for developing and designing client value propositions that meet the needs of our clients in the Wealth Management industry.You will work closely with our marketing team to ensure that our products and services are...

Key ResponsibilitiesClient Support: Provide exceptional client service by responding to client inquiries, resolving issues, and ensuring timely completion of tasks.Wealth Management Support: Assist wealth managers in managing client relationships, performing administrative tasks, and maintaining accurate records.Compliance: Ensure compliance with regulatory...

We're looking for someone who can:Provide expert advice on wealth creation and accumulation to Private Banking clients.Drive sales growth and client retention through effective money management.Maintain up-to-date knowledge of financial services solutions.Contribute to profit growth by effectively managing the leads pipeline.Meet quality and deadline...

At Concept Wealth Holdings Mzansi, we are committed to expanding our presence in the South African market. Our goal is to provide top-notch support to ensure your success as a financial advisor.Key Responsibilities:Build and maintain a client base.Deliver expert advice to clients.Develop a profitable practice.Benefits of working with us:Ongoing assistance to...

5 days ago Be among the first 25 applicantsDirect message the job poster from 1.618 Financial ServicesCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time Executive Independent Financial Advisor role is a hybrid position, located in Pretoria, with some work from home acceptable. The responsibilities include providing...

About the PositionSanlam is a leading financial services provider in South Africa, dedicated to building strong relationships with our financial advisors. We're committed to helping them realise their worth and achieve great things through continuous development and growth opportunities.We're seeking an experienced Wealth Management Specialist to join our...

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,...

Financial Planner / Financial Advisors Career Opportunity We at Liberty are geared for success and expanding our Sales Force At Liberty we are recruiting Financial Planners for a rapidly expanding wealth management salesforce with a reputation for excellence. These exciting and lucrative positions are based at various offices close to you. The company will...

Job title : Private Wealth Banker (FAIS)Job Location : Gauteng, PretoriaDeadline : April 19, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryTo build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving...

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...