Wealth Solutions Specialist

Job OpportunityWe are excited to offer an opportunity for a talented Wealth Management Consultant to join our team at Structured Wealth Solutions in Western Cape. As a key member of our Sanlam Sky team, you will be responsible for providing expert financial guidance and delivering exceptional client service to individuals and families.Key...

Job DescriptionWe are seeking a highly motivated Financial Specialist to join our team at Structured Wealth Solutions in Cape Town. As a key member of our Sanlam Sky team, you will be responsible for delivering exceptional client service and providing expert financial guidance to individuals and families.Key ResponsibilitiesProvide personalized financial...

Join us at Structured Wealth Solutions as we strive to empower individuals with financial knowledge and planning. Our team values education, communication, transparency, and community, and we are committed to making a positive impact on society.This Sales Manager role involves managing financial advisors and their agents, providing guidance and support to...

Investment Solutions Advisor RoleWe are seeking a highly skilled Investment Solutions Advisor to join our team at Structured Wealth Solutions in Cape Town. As a key member of our Sanlam Sky team, you will be responsible for delivering exceptional client service and providing expert financial guidance to individuals and families.ResponsibilitiesProvide...

Cross Wealth Financial Services is seeking an experienced Wealth Management Professional to join our team!Company Description:Cross Wealth Financial Services is a leading provider of risk management solutions to individuals and families. Our team of experts works closely with clients to develop customized financial strategies that cater to their unique...

Job Title: Wealth Solutions Consultant">About the Role:">We are seeking a seasoned professional to consult on wealth solutions and drive sales into Securities and Asset Managers businesses as well as other wealth offerings through Retail channels. The successful candidate will develop and retain strong working relationships with external financial planning...

We are seeking a highly motivated individual to join our Wealth Management team as a Wealth Management Specialist. In this role, you will work closely with our clients to create personalized wealth management plans that align with their financial objectives.As a Wealth Management Specialist, you will possess a comprehensive understanding of investment...

About the RoleWe are seeking a highly skilled Wealth Management Specialist to join our Private Wealth team at Absa Group. As a key member of our team, you will be responsible for providing tailored financial solutions and expert advice to high net worth clients, helping them achieve their long-term financial goals.This role requires a deep understanding of...

We're looking for a skilled Personal Finance Specialist to join our team at Cross Wealth Financial Services!About Us:Cross Wealth Financial Services is dedicated to providing exceptional risk management solutions to our clients. Our team of experts works closely with clients to understand their unique needs and develop customized financial strategies.This...

Position : Structured wealth solutions are currently recruiting new broker agents to join a team for Avbob Requirements :Drivers license /Own vehicle Matric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in...

Structured wealth solutions are currently recruiting new Financial advisors to join a team for Sanlam SkyRequirement: Drivers license /Own vehicleMatric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in...

Sales StrategyThe successful candidate will be responsible for driving sales growth and market penetration across our securities, asset management, and wealth offerings. This will involve identifying new business opportunities, leveraging existing relationships, and developing comprehensive sales strategies to expand our market share regionally.

Structured Wealth Solutions are recruiting a broker agent to join a team for CAPITAL LEGACY .Requirements :Drivers license /Own vehicle Matric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in marketing and...

Structured wealth solutions are currently recruiting new broker agents to join a team for Sanlam SkyRequirement:Drivers license /Own vehicle Matric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in marketing...

Structured Wealth Solutions are recruiting a broker agent to join a team for CAPITAL LEGACY .Requirements :Drivers license /Own vehicle Matric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in marketing and...

Structured wealth solutions are currently recruiting new broker agents to join a team for Old Mutual Requirements :Drivers license /Own vehicle Matric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in marketing...

At Structured Wealth Solutions, we prioritize education, communication, transparency, and community. Our mission is to provide financial knowledge and solutions that benefit our clients.This Sales Manager role is responsible for micro-managing financial advisors and their agents, ensuring they meet the required standards.The ideal candidate will have 2 years...

Position : Structured wealth solutions are currently recruiting new broker agents to join a team for Avbob Requirements :Drivers license /Own vehicle Matric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in...

Are you passionate about helping others achieve financial success? Do you have what it takes to lead a team of financial advisors and agents?As a Sales Manager at Structured Wealth Solutions, you will be responsible for micro-managing and mentoring your team to ensure they meet the required standards.The ideal candidate will have 2 years of sales experience,...

Structured Wealth Solutions is a company that empowers clients with comprehensive financial knowledge and planning. We believe in the importance of education and communication to build lasting relationships.We value transparency, honesty, and integrity in all our interactions. Our vision is to equip society with financial understanding, enabling informed...