Wealth Management Specialist

Unlock Your Potential as a Wealth Management and Financial Planning Expert We are seeking experienced professionals to join our team at Independent Resourcing Consultancy Ltd as Wealth Managers and Financial Planning specialists. As a key member of our team, you will play a vital role in supporting High Net Worth (HNW) clients with offshore and onshore...

Unlock Your Potential as a Wealth Management ProfessionalWe are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Independent Resourcing Consultancy Ltd in Pretoria. As a key member of our wealth management team, you will be responsible for providing expert advice and support to high net worth clients, helping them...

Unlock Your Potential as a Wealth Management ProfessionalWe are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Click and Connect Online Limited in Pretoria. As a key member of our wealth management team, you will play a vital role in supporting High Net Worth (HNW) clients with offshore and onshore advice.Our...

Job SummaryWe are seeking a highly skilled Wealth Manager to join our Private Banking and Advisory Team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services advice to high-income clients, focusing on investments and estate planning.Key ResponsibilitiesFormulate proposals for cash management, risk...

Job SummaryWe are seeking a highly skilled and experienced Wealth Manager to join our Private Banking and Advisory Team. As a Wealth Manager, you will be responsible for providing expert financial planning and wealth management services to high net worth clients, with a focus on investments.Key ResponsibilitiesFormulate proposals in cash management, risk...

Join Our Team as a Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Liberty Standard Bank Group. As a Wealth Planner, you will be responsible for managing and acquiring a portfolio of High Net Worth clients, providing excellent service, and building strong relationships with them.Main Responsibilities:Acquire...

Join Our Team as a Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Liberty Standard Bank Group. As a Wealth Planner, you will be responsible for managing and acquiring a portfolio of High Net Worth clients, providing excellent service, and building strong relationships with them.Main Responsibilities:Acquire...

Join Our Team as a Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Liberty Standard Bank Group.Main Responsibilities:Acquire and manage a portfolio of high net worth clientsDevelop and implement comprehensive wealth and financial plansBuild and maintain strong relationships with clients and industry...

About the RoleWe are seeking a highly skilled Wealth Manager to join our Private Banking and Advisory Team. As a Wealth Manager, you will be responsible for providing expert financial services advice to high-income clients, with a focus on investments.Key ResponsibilitiesFormulate proposals in cash management, risk needs, investment planning, estate...

About the Role:Status Asset Management is seeking a highly skilled and experienced Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for selling and marketing our products to the public, as well as building and maintaining a network of clients.Key Responsibilities:Reach target sales goals as...

Job Summary:IGrow Wealth Investments, a leading property investment company, is seeking a skilled Rental Agent to join their team in Gauteng. As a key member of our team, you will be responsible for ensuring the successful placement of tenants and management of rental units.Key Responsibilities:Liaise with tenants and property owners to facilitate smooth...

Position Overview As a Wealth Management Consultant, you will play a pivotal role in effectively managing a portfolio of high-net-worth clients alongside a dedicated team of Private Bankers. Your primary focus will be on delivering comprehensive analysis, research, sales, and service fulfillment aimed at uncovering new banking opportunities and enhancing...

Position Overview As a Wealth Management Consultant, you will play a crucial role in effectively managing a portfolio of high-net-worth clients alongside a dedicated team of Private Bankers. Your responsibilities will include providing in-depth analysis, conducting research, and delivering exceptional sales and service support to uncover new...

Job SummaryWe are seeking a highly skilled and experienced Wealth Manager to join our team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services and investment advice to high-income clients, with a focus on investments.Key ResponsibilitiesProvide comprehensive financial planning and investment advice...

About the Role:We are seeking a highly motivated and experienced Discovery Tied Agent to join our team at Status Asset Management. As a key member of our sales team, you will be responsible for building and maintaining a strong client base, identifying sales opportunities, and promoting our organization's products and services.Key Responsibilities:Business...

Job Title: Digital Community Engagement SpecialistAt Status Asset Management, we are seeking a highly skilled Digital Community Engagement Specialist to join our team. As a key member of our marketing department, you will be responsible for developing and implementing social media strategies that build an active and engaged online community.Key...

Financial Services Requirements:* Grade 12* Degree related to Financial Industry preferred* Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits* Completed the class of business exam* Completed the RE 5 exam* Registered with the FSCA as a full representative* 3 to 5 years experience as a representative rendering financial...

About the RoleWe are seeking a highly skilled and experienced Financial Services Specialist to join our Private Banking & Advisory Team at FirstRand Bank Limited. As a key member of our team, you will be responsible for providing exceptional service to our affluent clients, identifying new business opportunities, and growing our portfolio of existing...

About the RoleWe are seeking a highly skilled and experienced Sales Specialist to join our team at Status Asset Management. As an Investment Sales Specialist, you will play a critical role in building and maintaining relationships with our investors, providing exceptional customer service, and driving sales growth.Key ResponsibilitiesMeet with potential...

Job Description:We are seeking a highly motivated and experienced Insurance Sales Specialist to join our team at Pro Select Consulting.Key Responsibilities:Deliver and exceed sales targets through consistent and effective sales strategies.Develop and maintain strong relationships with Financial Advisers to drive business growth.Identify new opportunities for...