Wealth Development Professional

Welcome to Structured Wealth Solutions, a leading provider of comprehensive wealth management solutions. We are excited to announce that we are recruiting a highly skilled Broker Agent to join our dynamic team for CAPITAL LEGACY.About Us:We pride ourselves on our commitment to excellence and dedication to delivering unparalleled financial services to our...

Job title : Private Wealth ManagerJob Location : Western Cape, Cape TownDeadline : March 12, 2025Quick Recommended LinksJobs by Location Job by industries As a Private Wealth Manager, you will conduct detailed financial analyses for both onshore and offshore portfolios, focusing on areas such as retirement, insurance, education, and estate planning. You'll...

We are recruiting a talented Wealth Management Consultant to help us deliver exceptional results for our clients at Capital Legacy. As a key member of our team, you will play a crucial role in developing and implementing strategic plans to achieve business objectives.Key Responsibilities:Develop and maintain relationships with existing clientsIdentify new...

Succeed as a Financial Advisor with Lonfin WealthWe are seeking experienced professionals to join our team in the Western Cape Region.Key Qualifications:At least 2 years of experience in the financial services sectorRE5 and Class of Business certificationsOngoing commitment to professional developmentResidency in the Western CapeDemonstrated success in a...

About the Role:We are a leading provider of financial services solutions, and we are seeking a skilled Wealth Administrator to join our team in Cape Town. As a key member of our operations team, you will play a critical role in supporting our wealth management professionals.Key Responsibilities:Data Entry and Record-Keeping: Accurately enter data into the...

Structured Wealth Solutions is seeking a skilled Financial Services Professional to join their team for Capital Legacy. The ideal candidate will possess a strong background in financial services and have experience in marketing and selling financial products.Requirements:Must hold a valid driver's license and own a vehicleMatric certificate or equivalent...

Company OverviewSanlam Sky is a leading provider of structured wealth solutions, dedicated to helping individuals achieve their financial goals. With a strong focus on innovation and customer satisfaction, we are committed to delivering exceptional results.

Join us at Structured Wealth Solutions as a Sales Manager, where you will be responsible for driving sales growth and developing a team of financial advisors and their agents.This is a full-time position that requires a strong background in sales and leadership skills. The successful candidate will have a minimum of 2 years of sales experience and hold a...

At Structured Wealth Solutions, we are seeking a seasoned sales leader to join our team as a Sales Manager. This is a full-time position that requires the ability to micro-manage financial advisors and their agents.The successful candidate will have a minimum of 2 years of sales experience and hold a valid RE 5 qualification. A high school diploma or...

Wealth Management AssociateAbout the Role:We are seeking a detail-oriented and organized Wealth Management Associate to support our Financial Planning Partners in delivering exceptional client service. The successful candidate will have excellent communication skills, attention to detail, and experience in wealth management.Responsibilities:Client...

Are you looking for a challenging and rewarding career in financial planning? Do you have what it takes to succeed in a dynamic and fast-paced environment? As a Wealth Manager at Absa Bank, you will have the opportunity to transform the careers of ambitious financial planners by providing them with unparalleled opportunities in property investment.We are a...

Sanlam Limited is seeking a seasoned Sanlam Wealth Management Consultant to lead our advisory services efforts. As a trusted advisor, you will work with high-net-worth individuals and families to create customized wealth management strategies that align with their unique needs and goals.Key Performance Indicators:Develop and maintain strong relationships...

Role OverviewThis position involves delivering exceptional experience and education to RMB clients on wealth creation, accumulation, and protection tactics.Key Responsibilities:Achieve revenue and profit targets by growing portfolio base and providing holistic advice.Identify opportunities for revenue growth and deliver on sales targets.Provide banking and...

Exciting Opportunities at Lonfin WealthWe are always looking to grow and expand in the financial services industry.Job Requirements:Minimum 2 years of experience in financial services, not under supervisionCompleted RE5 & Class of Business requirementsUp-to-date on Continuing Professional Development (CPD) pointsLiving in the Western Cape RegionA proven...

Job title : Wealth Management Advisor - Manila, Saigon & JakartaJob Location : Western Cape, Cape TownDeadline : March 27, 2025Quick Recommended LinksJobs by Location Job by industries About the jobAre you looking for your new role abroad? Enjoy career growth, vibrant cultures, and unmatched opportunities in our dynamic financial hubs. This position is for...

We are looking for an experienced sales professional to fill the role of Sales Manager at Structured Wealth Solutions. As a sales manager, you will be responsible for leading a team of financial advisors and their agents.The ideal candidate will have a strong background in sales and be able to develop and implement effective sales strategies. They will also...

At Structured Wealth Solutions, we are committed to empowering individuals to achieve their financial objectives. We are currently seeking an accomplished Broker Agent to join our elite team for CAPITAL LEGACY.Our Mission:To provide innovative and tailored wealth management solutions that meet the unique needs of our clients. We strive to deliver exceptional...

About eQ-FINeQ-FIN is committed to evolving through excellence, driving quality, and securing wealth for its clients. Our team of professionals is dedicated to providing expert financial services and guidance to help individuals achieve their financial goals.Your RoleIn this position, you'll have the opportunity to build strong relationships with clients,...

Elevate Your Career in Financial PlanningSouth Africa's #1 Property Investment Group is expanding its team and seeking a talented wealth creation specialist to help deliver exceptional results. With our innovative approach to property investment and extensive network of industry experts, you'll have the tools and resources needed to transform your career.As...

time left to apply End Date: March 31, 2025 (10 days left to apply)job requisition id R27214Job DescriptionTo deliver exceptional experience and education to RMB 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 Money...