Wealth Management Consultant

We are seeking a Wealth Management Consultant to join our team at Oasis. In this role, you will be responsible for managing and growing a portfolio of clients, providing financial planning advice, and generating leads.Key qualifications for this position include a Bachelor's degree in Finance or a related field, being FAIS qualified, and having excellent...

We are looking for a highly motivated and dynamic individual to join our team as a Wealth Management Consultant.About the CompanyOur company is a leading provider of financial services, dedicated to helping individuals and families achieve their long-term financial goals. We offer a comprehensive range of products and services designed to meet the unique...

Join Our Dynamic TeamWe're expanding our team of experienced Financial Planners and seeking ambitious professionals who are passionate about delivering exceptional client service. As a Financial Planner at Confiar Wealth, you'll have the opportunity to build and manage a client base, provide expert financial advice, and develop a profitable practice.Your key...

About the RoleWe are looking for an experienced Wealth Creation Consultant to provide financial expertise and wealth creation advice to Nedbank clients in Durban.Job DescriptionAnalyse clients' financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance or other information needed to develop a...

Wealth Management Specialist Shape Your Legacy with Liberty Are you ready to take control of your financial future and help others do the same? If youre driven by success, growth, and the opportunity to build lasting wealth, this is the career for you. At IWCP, were committed to developing the next generation of leaders in wealth and investment management....

Job DescriptionWe are seeking a highly skilled Financial Services Specialist to join our team at Wesbank. As a key member of our Private Wealth department, you will be responsible for delivering exceptional experience and education to our clients on wealth creation, accumulation, and protection tactics.Key Responsibilities:Identify and advise clients on...

Unlock Your Earning PotentialWe are seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.A Profitable Practice Building opportunity awaits you as you establish and maintain relationships with clients, provide expert financial advice, and...

time left to apply End Date: March 24, 2025 (2 days left to apply)job requisition id R21598Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual...

·         Increase the sales, profits and market share of the    Company by penetrating the marketplace by means of cold calling, follow ups and effective client calls/meetings·         Canvass and secure new business to fill the major sales      objective pipeline for the region·         Increase the region's sales and profits...

·         Increase the sales, profits and market share of the    Company by penetrating the marketplace by means of cold calling, follow ups and effective client calls/meetings·         Canvass and secure new business to fill the major sales      objective pipeline for the region·         Increase the region's sales and profits...

Job DescriptionThis role involves providing new and existing clients with professional financial advice, planning, and sales solutions tailored to their needs. You will be responsible for growing the Sanlam Adviser Business by meeting targets for revenue generation, activity quotas, and promoting the Sanlam brand.

About Old MutualWe are a firm believer in the African opportunity and our diverse talent reflects this.Career OverviewWe are looking for a self-motivated and dynamic individual who has a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The RoleThis role is about championing our valued customers to achieve their lifetime...

About the RoleWe are seeking talented freelance or part-time strategy consultants to join our team. This role is perfect for professionals with strong consulting experience from Big 4 or MBB firms (McKinsey, BCG, Bain), or similar consulting environments. You will thrive in creating high-quality deliverables, including presentations, business development...

Job RequirementsWe are seeking a highly skilled Wealth Creation Expert to join our team at Wesbank. As a key member of our Private Wealth department, you will be responsible for creating and implementing wealth creation strategies for high net worth clients. The successful candidate will have a strong understanding of financial markets and products,...

Key Responsibilities: Identify and develop new business opportunities within the insurance sector. Build and maintain strong client relationships to drive sales growth. Provide tailored financial planning solutions to clients. Utilize Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and...

Key Responsibilities:Identify and develop new business opportunities within the insurance sector.Build and maintain strong client relationships to drive sales growth.Provide tailored financial planning solutions to clients.Utilize Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and...

About the RoleWe are seeking a highly motivated and results-driven Financial Planner to join our team. The successful candidate will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and delivering exceptional customer service. This includes conducting regular client reviews, developing and...

Branch Consultant - DurbanDate: 18 Mar 2025Location: Durban, KwaZulu Natal, ZACompany: Sanlam GroupWho are we?Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients...

Branch Consultant - NongomaDate: 18 Mar 2025Location: Durban, KwaZulu Natal, ZACompany: Sanlam GroupWho are we?Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients...

Branch Consultant - UlundiDate: 18 Mar 2025Location: Durban, KwaZulu Natal, ZACompany: Sanlam GroupWho are we?Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients...