Customised Wealth Management Advisor

Job title : Private Wealth Advisor (Pretoria)Job Location : Gauteng, PretoriaDeadline : April 27, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionRMB Private Bank offers leading wealth management advice and private banking solutions that span all stages of our client's wealth journey. Our strong record of excellence, combined...

Our client in the Insurance Industry is looking to hire a Wealth Advisor.Duties and ResponsibilitiesOn-Site Resource:Prospecting and closing of new business.Maintaining of existing business.To have a holistic approach to financial advice.Establishing and defining a professional relationship with clientele.Gathering of financial data and the setting of...

About 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...

Job 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...

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...

Sales Professionals Wanted – Become a Financial AdvisorAre you a high-performing salesperson who knows how to generate leads and close deals? Have you mastered the art of networking, cold calling, and converting prospects into clients? If so, it's time to take your skills to the next level with a career in financial planningWho We're Looking For:We want...

Job Overview:Kaon Advisory Services is a reputable financial advisory firm offering expert wealth management solutions. As an Executive Financial Advisor, you will be responsible for delivering high-quality financial advice to our clients. This role presents an excellent opportunity to grow your career in a dynamic and supportive environment.About UsWe...

Are you a high-performing salesperson looking to take your skills to the next level? We are seeking experienced sales professionals to join our team of financial planners and build a rewarding career with unlimited earning potential.About Concept Wealth HoldingsWe provide comprehensive training and licensing support to help you become a certified financial...

We are looking for a highly motivated and experienced Wealth Management Consultant to join our team. As a key member of our sales force, you will be responsible for providing expert advice on wealth management and financial planning to our clients.ResponsibilitiesProvide personalized wealth management advice to high net worth individualsSell a range of...

Are you looking for a career in the financial services industry? Do you want to develop your skills and knowledge in wealth management? Old Mutual's Amathuba Learnership Programme could be the perfect opportunity for you.About the ProgrammeThe Amathuba Learnership Programme is a 12-month programme that provides learners with the opportunity to complete the...

A Financial Planner position available for a leading company within the financial industry.OverviewWe are seeking an experienced Financial Planner to join our team in South Africa. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key ResponsibilitiesConsolidate and...

The key to success lies in understanding your clients' unique needs and delivering bespoke solutions that drive results. As a financial advisor at Concept Wealth Holdings, you will play a vital role in shaping our clients' financial futures and enjoying a fulfilling career in the process.Role Highlights:Develop deep relationships with clients to identify and...

Kaon Advisory Services seeks an experienced Executive Financial Advisor to join our team in Bryanston, Johannesburg. This full-time hybrid role offers the flexibility of both in-office and remote work arrangements.Our holistic, family-centered approach ensures that portfolios support both current needs and future success. We are committed to achieving...

KBSSpikes, a Sanlam Accredited Broker, is looking for Financial Advisors that are enthusiastic, dedicated, target-driven, and focused.The candidate will be rendering Sanlam Financial Services.The candidates will be earning on commission only for the first two-month probation period.After the successful probation, the candidates will earn R3000.00 basic...

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...

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...

Duties & 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...

Momentum is a financial services company that provides insurance, savings, and investment solutions to South Africans.Job SummaryWe are looking for an experienced Investment Consultant to join our team. This role requires a deep understanding of the financial services industry, as well as excellent communication and relationship-building skills.About the...

As 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...

Position OverviewWe are looking for a Wealth Management Professional to join our team in FNB Wealth and Investments. This role involves analyzing and researching asset managers' investment strategies, maintaining financial models, and providing recommendations to the broader investment team.Key ResponsibilitiesAnalyze and research asset managers' investment...