Senior Wealth Management Experts
7 hours ago
Unlock Your Financial Potential with EQ-FIN
We are an affiliate of Liberty Group, driven by a relentless pursuit of excellence in securing wealth and connecting individuals with life solutions for financial freedom.
Our mission is to empower you to achieve your dreams, aspirations, and career plans, while celebrating with you when you realize them. We also strive to make a positive impact on the lives of our clients.
We offer:
- Access to trained and skilled administration staff in our Business Hubs
- The opportunity to study and develop yourself further, with a large majority of the costs funded out of our Education Fund
- A range of attractive incentive and rewards programs
- Variety of group benefits
- Future mentorship agreements with Business Specialists who are experts in their field
- A great, friendly, and supportive working environment
- Unlimited earning potential
- Earn remuneration from nine different income streams
- Modern, rustic-style office space at convenient locations
About the Role:
We are seeking an accredited Financial Advisory Specialist to provide pro-active, on-demand financial services and advice to clients within a specific and qualified client market. This role involves assisting clients to structure their wealth and ensure a secure financial future for themselves and their families.
Key Responsibilities:
- Maintain superior service delivery to clients through building strong client relationships
- Offer sound professional advice that delivers financial solutions in line with clients' financial goals, value propositions, and compliance frameworks
Requirements:
- Minimum 2-5 years work experience
- Minimum Grade 12/Matric
- Bachelor's Degree an advantage
- High-flying entrepreneur with a passion for sales
- Willingness to commit to self-development learning path
- Own car and valid driver's license (essential)
- Clear credit and criminal records
- Strong client relationship building skills
This role calls for formal, ongoing in-house training through our best-of-breed Academy, completion of prescribed Regulatory exams, and obtaining accreditation with the Financial Services Regulatory authority. Continuous professional development is also required to earn CPD points.
Estimated Salary: R250,000 - R500,000 per annum
-
Wealth Management Expert
2 weeks ago
Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full timeWe are seeking a highly motivated and results-driven Wealth Management Expert to join our team at Liberty Standard Bank Group. As an Insurance Sales Representative, you will have the opportunity to build a lucrative career in wealth management, providing expert financial advice and solutions to clients.OverviewAbout Liberty Standard Bank GroupWe are a...
-
Wealth Management Consultant
3 weeks ago
Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full timeAs a Financial Planner / Financial Advisors Career Opportunity at Liberty Standard Bank Group, you will be part of a rapidly expanding wealth management salesforce with a reputation for excellence.We are recruiting Financial Planners to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales driven. The...
-
Wealth Management Consultant Opportunity
3 weeks ago
Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full timeOverview">We at Liberty Standard Bank Group are seeking an experienced and results-driven Wealth Management Consultant to join our expanding wealth management salesforce. Our team is dedicated to providing exceptional service to clients, helping them achieve their financial goals.">Salary">The successful candidate will be rewarded with a highly lucrative...
-
Pretoria, Gauteng, South Africa EQ-FIN Full timeJob OverviewAs a Wealth Solutions Expert at EQ-FIN, you will play a pivotal role in shaping the financial futures of our clients. With a strong focus on delivering exceptional service and providing expert financial advice, you will be instrumental in helping individuals achieve their goals and secure their wealth.About UsEQ-FIN is an affiliate of Liberty...
-
Wealth Management Advisor
4 weeks ago
Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full timeAt Liberty Standard Bank Group, we are seeking a highly motivated and results-driven Wealth Management Advisor to join our rapidly expanding wealth management salesforce.Job OverviewWe offer an exciting opportunity for individuals who want to build a career in the wealth management environment. As a Wealth Management Advisor, you will be responsible for...
-
Senior Wealth Development Manager
7 days ago
Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full timeCompany OverviewWe are Liberty Standard Bank Group, a leading financial services company. Our mission is to provide exceptional wealth creation opportunities for our clients and associates.Job DescriptionWe seek a seasoned Sales Executive to join our dynamic team as a Senior Wealth Development Manager. This role involves developing and executing strategies...
-
Senior Portfolio Manager
3 weeks ago
Pretoria, Gauteng, South Africa FirstRand Bank Limited Full timeJob DescriptionWe are seeking a highly skilled Senior Portfolio Manager to join our Wealth Advisory team. As a key member of our team, you will be responsible for managing a portfolio of Private Wealth Clients and working closely with our Private Bankers to provide analysis, research, and sales and service fulfillment.The ideal candidate will have a strong...
-
Senior Wealth Strategist
1 week ago
Pretoria, Gauteng, South Africa EQ-FIN Full timeAs a Senior Wealth Strategist at EQ-FIN, you will be responsible for delivering exceptional financial services and advice to clients within a specific market. With our support, you will have the opportunity to grow your career and make a meaningful impact on people's lives.Company OverviewAt EQ-FIN, we are committed to helping individuals secure their...
-
Wealth Solutions Advisor
1 month ago
Pretoria, Gauteng, South Africa EQ-FIN Full timeAs a Wealth Solutions Expert at EQ-FIN, you will play a pivotal role in providing expert financial guidance to clients, helping them achieve their goals and secure a prosperous future.Key Responsibilities:Maintain exceptional client relationships through proactive service deliveryOffer tailored financial solutions that align with clients' objectives and...
-
Global Wealth Solutions Expert
1 month ago
Pretoria, Gauteng, South Africa Keller Executive Search Full timeWe are seeking a skilled and experienced Private Wealth Advisor/Banker to join our team in Mauritius.As a Private Wealth Advisor/Banker, you will be responsible for driving business development for our products in your designated region or target market, building and maintaining relationships with high net worth individuals and institutional investors, and...
-
Wealth Management Specialist
2 weeks ago
Pretoria, Gauteng, South Africa FirstRand Bank Limited Full timeAbout the RoleWe are seeking an experienced Wealth Manager to join our team at FirstRand Bank Limited.As a Wealth Manager, you will be responsible for providing high-quality financial services and advice to our clients. This includes formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients...
-
Wealth Management Consultant
3 weeks ago
Pretoria, Gauteng, South Africa FirstRand Bank Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Management Consultant to join our team at FirstRand Bank Limited.Job DescriptionAs a Wealth Management Consultant, you will be responsible for proactively managing a portfolio of Private Wealth Clients through provision of analysis, research and sales and service fulfilment. Your goal will be...
-
Wealth Management Specialist
1 week ago
Pretoria, Gauteng, South Africa Absa Group Limited Full timeJob SummaryThis role involves building and maintaining professional business relationships across a portfolio of private wealth clients, achieving financial targets, acquiring new clients, and improving customer experience within the bank's regulatory and compliance frameworks.Key ResponsibilitiesAccountability: To build customer relationships in preferred...
-
Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full timeCompany OverviewLiberty Standard Bank Group is a leading financial services company that offers a unique opportunity for exceptional individuals to advance their careers.Salary and BenefitsThe estimated salary for this role is R250,000 - R400,000 per annum, depending on experience. In addition to a competitive salary, Liberty offers a structured training...
-
Wealth Security Experts
2 weeks ago
Pretoria, Gauteng, South Africa EQ-FIN Full timeAt EQ-FIN, we are on an ongoing quest for excellence in providing quality financial solutions that secure wealth and promote financial freedom. Our team of experienced specialists is dedicated to helping individuals achieve their financial goals and ensure a secure future for themselves and their families.Key Responsibilities:Build strong client...
-
Key Financial Solutions Specialist
1 week ago
Pretoria, Gauteng, South Africa IWCP : Insurance & Wealth Creation Professionals Full timeJob Title: Key Financial Solutions SpecialistWe are seeking a highly skilled Financial Sales Consultant to join our team at IWCP : Insurance & Wealth Creation Professionals. This is a fantastic opportunity for individuals looking to expand their network and manage high-value clients.Schedule and lead client consultations, conducting in-depth financial needs...
-
Senior Portfolio Manager Private Wealth
7 days ago
Pretoria, Gauteng, South Africa FNB South Africa Full timeJob Title: Senior Portfolio Manager Private WealthCompany Overview:FNB South Africa is a leading financial institution seeking an experienced and skilled professional to join our Private Banking team as a Senior Portfolio Manager.Salary:The successful candidate can expect a competitive salary of R850,000 per annum, reflecting the demands of this key role.Job...
-
Financial Wealth Strategist
3 weeks ago
Pretoria, Gauteng, South Africa EQ-FIN Full timeJob Summary: As a highly skilled Financial Advisory Specialist, you will provide proactive, on-demand financial services and expert advice to clients within a specific and qualified client market, assisting them in structuring their wealth and ensuring a secure financial future for themselves and their families.">Company Overview: At EQ-FIN, an affiliate of...
-
Wealth Management Specialist
1 month ago
Pretoria, Gauteng, South Africa FirstRand Bank Limited Full timeJob DetailsAbout the RoleAs a Wealth Management Specialist, you will be responsible for proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers. You will provide analysis, research, and sales and service fulfillment to identify additional opportunities for banking new clients and growing a portfolio of existing clients...
-
Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full timeJob OverviewWe are seeking a driven individual to join our team as a Professional Financial Advisor. As a key member of our team, you will be responsible for providing expert financial advice to medium to high net wealth clients.In this role, you will work closely with clients to understand their financial goals and develop tailored solutions to meet their...