Wealth Management Professionals Sought

As a Financial Adviser at Lonfin Wealth, you will be responsible for:Providing expert advice on financial planning and wealth management.Assisting clients in achieving their financial goals.Developing and implementing effective investment strategies.Maintaining a strong network of contacts and referrals.Key Skills Required:Extensive sales experience.Strong...

Company: Lonfin WealthDescription:We are specialists in financial planning and wealth management.We provide expert advice on investment, retirement, and wealth creation.Our team is dedicated to helping you achieve your financial goals.Job RequirementsCandidates must have an extensive sales track record or experience in the insurance industry.Must have...

We are seeking a highly skilled Wealth Management Professional to join our team at Old Mutual South Africa.The company offers a comprehensive learning program, the Free Adviser Academy Learning Programme, designed to equip you with the necessary skills and knowledge to succeed as a Personal Financial Adviser.During the first three months of programme...

About Confiar WealthWe are a leading wealth management company, committed to helping individuals achieve their financial goals. Our dynamic team of professionals is dedicated to providing expert financial advice and guidance.

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....

Your Role as a Financial PlannerAs a Financial Planner at Confiar Wealth, you will be responsible for building and managing a client base, providing professional advice, and developing a profitable practice. You will have the opportunity to work with a diverse range of clients, from individuals to families and businesses.

Company: Lonfin WealthDescription: Lonfin Wealth is a registered Sanlam Blue Star Franchise. We are specialists in financial planning and wealth management.Contract Type: Full TimeExperience Required: No ExperienceEducation Level: Grade 12Number of vacancies: 6Job DescriptionWe are hiring for 6 positions open for Financial...

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...

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...

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...

Absa Group is seeking a Private Wealth Strategist to join its Wealth Advisory team. In this role, you will be responsible for managing and growing a portfolio of high net worth clients, trusts, investment holding companies, and businesses.About the RoleThe successful candidate will provide specialist advice and support in the development of tactical strategy...

Benefits of Working with UsLucrative Commission Structure: Our commission structure rewards your hard work and dedication, providing opportunities for career advancement and financial growth.Vesting Bonus: Earn a bonus over the first 24 months, providing a significant boost to your income.Full Admin Support: Our dedicated team handles administrative tasks,...

A Financial Services Professional with 5-7 years of experience in a FAIS and AML/CFT role is sought by Watershed Consulting.Key DutiesAssist in managing all projects relating to the reporting to the FICPrepare and submit monthly and quarterly reports to management on STR/SARS filed, high-risk accounts, frozen accounts, and the compliance monitorsRegularly...

Network Recruitment - Finance CorporateThis sought-after opportunity offers a unique chance for experienced professionals to apply their knowledge in financial analysis and management accounting.About the Opportunity:Our client seeks an expert in financial modelling, Treasury and liquidity modelling, and working capital validation to join their team. The...

Join Our TeamWe are seeking a talented and ambitious Wealth Management Consultant to join our team at Sanlam. In this role, you will be responsible for providing financial advice and support to our clients, as well as identifying opportunities for business growth and development.Main Responsibilities:Clients Consultations and Sales: Ensure all client...

Job OverviewA senior CA(SA) with a strong technical skill set in International Financial Reporting Standards (IFRS) is highly sought after by leading international companies. This role would be based in Durban South Africa and involves experience in International Tax.About the PositionWe are seeking an experienced professional to join our team as a Senior...

Job SummaryKZN Sales Professional sought by AIM Personnel Services to generate leads and build relationships with clients. Key responsibilities include sales presentations, negotiations, cold-calling, managing quotes, and order submissions.About the RoleThis is a challenging opportunity for an experienced sales professional to join our team and contribute to...

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...

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,...

Objectives of this role Be an integral member of the advisory team and provide financial planning and investment advice to clients ranging in age and wealth Take primary responsibility for all aspects of a client relationship, working closely to fully understand the financial situation and requirements Monitor market performance to develop and deliver sound...