Investment Advisor

2 days ago


Durban, KwaZulu-Natal, South Africa NedBank Full time

Job Summary

Nedbank is recruiting a skilled Investment Advisor - Durban to provide financial expertise and investment advice to clients in the area.

Key Responsibilities
  • Provide financial planning and wealth creation advice to clients.
  • Develop and implement financial plans tailored to clients' individual needs and goals.
  • Maintain updated knowledge of regulations, practices and financial products to maintain fit and proper status.
Required Skills and Qualifications
  • Matric / Grade 12 / National Senior Certificate
  • Diploma
Technical/Professional Knowledge
  • Administrative procedures and systems
  • Data analysis
  • Relevant software and systems knowledge
  • Relevant regulatory knowledge
  • Banking knowledge


  • Durban, KwaZulu-Natal, South Africa Hyperiondev Full time

    About the JobThis Investment Advisor Specialist role at Hyperiondev offers a unique opportunity to work with clients and help them achieve their financial goals.Key ResponsibilitiesAchieve sales targets by identifying opportunities to advise on FirstRand investment and risk products.Identify new business opportunities that impact the industry and record and...


  • Durban, KwaZulu-Natal, South Africa Momentum Metropolitan Holdings Limited Full time

    About MomentumMomentum Metropolitan Holdings Limited is a leading financial services provider known for its entrepreneurial spirit and innovative culture. We are committed to wealth creation and preservation, insurance, and income protection for all our clients.Job DescriptionThe Investment Consultant will be responsible for crafting passionate,...


  • Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    Job RequirementsTo succeed in this role, you will need to have a strong passion for entrepreneurship and a desire to make a meaningful impact on people's lives.You should also be highly motivated, with a proven track record of achieving goals and overcoming challenges.Benefits and OpportunitiesAs an Associate Financial Advisor, you will have access to...

  • Financial Advisor

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job Title: Financial Advisor (Investment Specialist)The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial professional dedicated to building lasting relationships and...

  • Financial Advisor

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Palesa Mbali Group Full time

    Job Description: Financial Advisor – Relationship BankingPosition Overview: We are seeking an experienced and dynamic Financial Advisor to join our clients Relationship Banking team. The ideal candidate will have a strong background in investments, life products, and estate & trust products, coupled with exceptional relationship management skills. This...


  • Durban, KwaZulu-Natal, South Africa Nefcorp Full time

    Key ResponsibilitiesThe successful Investment Support Professional will be responsible for:Screening applications to ensure they meet Nefcorp's eligibility criteria and mandate.Conducting commercial assessments using Nefcorp's established framework, generating reports with recommendations on application acceptance or rejection.Preparing detailed financial...


  • Durban, KwaZulu-Natal, South Africa Crayon Full time

    Crayon is looking for an experienced Wealth Management Specialist to join our team in South Africa. In this role, you will be responsible for providing bespoke financial advice to local and international clientele.About UsWe are a leading global financial services company that provides quality financial advice and wealth management solutions to international...

  • Financial Advisor

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Micah Govender Developments Full time

    Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.Company is looking for experienced life and investment financial advisors to be based in...


  • Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    About UsAt Old Mutual, we are committed to empowering our customers to achieve their lifetime goals. Our team of Financial Advisors plays a critical role in this mission.The ideal candidate will have a strong entrepreneurial spirit, be self-motivated, and possess excellent communication skills.The key responsibilities of this role include:Key...


  • Durban, KwaZulu-Natal, South Africa Scribante Labour Consultants Full time

    Job DescriptionThis is a unique opportunity for a Financial Advisor to join our team at Scribante Labour Consultants. As a hybrid role, this position offers the flexibility to work from home while still requiring the use of own vehicle.The successful candidate will be responsible for expanding sales of products and services with existing clients, working...


  • Durban, KwaZulu-Natal, South Africa Armstrong Appointments Full time

    Job Summary:This is an exciting opportunity for a financial advisor to join our team. The role involves providing exceptional service excellence to clients, as well as identifying new business opportunities.Key Responsibilities:Responsible for identifying new business opportunities.Provide customized financial planning and investment advice.Develop and...


  • Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    About the OpportunityWe are seeking a highly motivated Personal Finance Advisor to join our team, someone who is passionate about helping customers achieve their financial goals.The successful candidate will have a strong understanding of personal finance principles, including budgeting, saving, and investing.The role at a glance is about providing expert...


  • Durban, KwaZulu-Natal, South Africa South African Local Government Association Full time

    Job title : Advisor: Economic Development and InvestmentsJob Location : KwaZulu-Natal, DurbanDeadline : March 13, 2025Quick Recommended LinksJobs by Location Job by industries QUALIFICATIONS AND EXPERIENCE A relevant tertiary Degree in (Economic Development/ Development Management/Economics) an Hons level qualification will be an advantage Valid Driver's...

  • Financial Advisor

    7 days ago


    Durban, KwaZulu-Natal, South Africa Dynamic Consult Full time

    About the RoleWe are seeking an experienced and entrepreneurial Financial Advisor to join our growing team at Dynamic Consult.This role is suited for ambitious professionals who are ready to build and manage their own portfolio while receiving full support from our firm.Key Responsibilities:Build and manage a portfolio of clients by offering financial...


  • Durban, KwaZulu-Natal, South Africa Headhunters Full time

    **About the Role:**Overview:Headhunters is seeking an experienced Risk Products Advisor to join our team. This role involves providing expert advice on insurance needs and solutions to clients in conjunction with our partners.Key Responsibilities:Analyze and identify Life and Short-Term Insurance opportunities within client bases.Prepare comprehensive advice...

  • Financial Advisor

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Palesa Mbali Group Full time

    Job Description: Financial Advisor – Everyday BankingPosition Overview: We are seeking a skilled and customer-focused Financial Advisor to join our clients Everyday Banking team. The ideal candidate will have expertise in investments, life products, and estate & trust products, along with a passion for delivering exceptional client service. This role...


  • Durban, KwaZulu-Natal, South Africa Armstrong Appointments Full time

    Company Overview:We are an independent specialist brokerage offering comprehensive financial solutions to medical practitioners nationwide.About the Role:This exciting opportunity is for a self-motivated and dynamic financial advisor to join our growing team. The ideal candidate will have a deep understanding of financial planning and investments, with a...


  • Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    Fundamental Principles of Wealth CreationWe are seeking a forward-thinking and enthusiastic individual to become a part of our team as a Financial Advisor. This role requires someone who is passionate about helping individuals create lasting wealth and secure their financial futures.Main Job Functions:Collaborate with clients to identify and understand their...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    The Recruitment Council is seeking an experienced Senior Financial Advisor to join our team in Durban, South Africa.Key ResponsibilitiesProvide complete clerical assistance to Managers for the maintenance of client relationships and solid investment decisions and returns.Schedule appointments, follow up meetings and internal appointments. Prepare...


  • Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    Africa's Leading Insurance Company Seeks Financial AdvisorWe are looking for a talented and ambitious individual to join our team as a Financial Advisor. In this role, you will play a key part in shaping the future of our company and delivering exceptional results for our customers.About the PositionThe ideal candidate will be a self-motivated and driven...