Wealth Planning Professional

Job DescriptionAs an experienced Wealth Manager at Crayon, you will effectively plan and manage leads while interacting with potential businesses and professionals to achieve both the company's goals and objectives as well as your own.You will provide bespoke financial advice to local and international clientele.To be successful in this role, you will need...

The key to success lies in understanding your clients' unique needs and delivering bespoke solutions that drive results. As a financial advisor at Concept Wealth Holdings, you will play a vital role in shaping our clients' financial futures and enjoying a fulfilling career in the process.Role Highlights:Develop deep relationships with clients to identify and...

At Absa Bank, we're looking for a skilled Private Wealth Professional to join our team. As a Private Wealth Professional, you'll be responsible for building and maintaining professional business relationships with a portfolio of Private Wealth clients.Key ResponsibilitiesOriginate new business opportunitiesGrow and manage existing client...

A prestigious financial services company seeks a skilled Independent Wealth Management Professional to lead its advisory team.Job ResponsibilitiesThis senior role involves providing expert guidance to clients on their financial matters, including investment strategies and risk management.The ideal candidate will possess:Exceptional analytical and...

Position OverviewWe are looking for a Wealth Management Professional to join our team in FNB Wealth and Investments. This role involves analyzing and researching asset managers' investment strategies, maintaining financial models, and providing recommendations to the broader investment team.Key ResponsibilitiesAnalyze and research asset managers' investment...

AtripleA Recruitment & Temps is seeking a talented Wealth Manager to join our team in the Insurance Industry.About the JobThis is an excellent opportunity for a Financial Planner who is eager to build long-term relationships with clients and provide personalized financial guidance.The successful candidate will be responsible for:Duty 1: Prospecting and...

Job TitleWe are seeking a skilled and experienced Private Banking Advisor to join our team at Trafalgar Property And Financial Services.Job DescriptionThe successful candidate will be responsible for designing and implementing tailored financial solutions for high-net-worth individuals, including investment strategy and wealth management advice.Key...

Momentum Investments is looking for a skilled Wealth Services Professional to join its dedicated team. As a Wealth Services Professional, you will be responsible for delivering exceptional service to esteemed Financial Advisers.Key ResponsibilitiesDeliver Exceptional Service: Foster client loyalty and satisfaction by consistently providing timely,...

The Private Wealth Services Professional will play a crucial role in assisting in the management of a portfolio of Private Wealth Clients. Key responsibilities include:Developing and encouraging collaborative relationships across the FRGAssisting with profit growth for the business through sales and acquisition of new clientsKey ResponsibilitiesYou will be...

The Wealth Manager Support Professional role is designed to provide critical assistance to our Portfolio Managers, enabling them to focus on high-value tasks and drive business growth.Responsibilities:You will be responsible for managing client data, ensuring accuracy and completeness.Develop and implement effective communication strategies to engage with...

We are looking for a Customised Wealth Management Advisor to provide holistic and bespoke wealth management advice to our clients. As a key member of our wealth management team, you will work closely with clients to understand their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive wealth management plans tailored to...

Job OverviewHR Options is looking for a talented Financial Planner to join our team.About the TeamOur team provides expert advice on financial planning, estate planning, risk management, and business insurance to clients.Main ResponsibilitiesConsolidate and summarize all client assets (policies, investments & properties)Make necessary projectionsPrepare the...

Overview:Concept Wealth Holdings Mzansi is committed to providing exceptional wealth management services to our clients. As a Financial Adviser, you will play a vital role in helping us achieve this goal.Job Description:Establish strong relationships with clients, understanding their unique needs and goals.Develop tailored financial plans, leveraging your...

Job Overview:Kaon Advisory Services is a reputable financial advisory firm offering expert wealth management solutions. As an Executive Financial Advisor, you will be responsible for delivering high-quality financial advice to our clients. This role presents an excellent opportunity to grow your career in a dynamic and supportive environment.About UsWe...

We are looking for a highly motivated and experienced Wealth Management Consultant to join our team. As a key member of our sales force, you will be responsible for providing expert advice on wealth management and financial planning to our clients.ResponsibilitiesProvide personalized wealth management advice to high net worth individualsSell a range of...

IntroductionWhere you'll workEstablished in 1998, this is a leading, award-winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client services and continue to work passionately towards...

Duties & ResponsibilitiesAchieve objectives and targets through effective planning, lead management, and engaging with potential clients.Identify and target key stakeholders and ensure strong relationships are fostered.Contact potential clients and create a rapport by networking and following up on leads.Conduct in-depth needs analyses and provide...

About this OpportunityWe have an exciting opportunity for a Wealth Management Expert to join our team at Investec. As a Senior Financial Advisor, you will be responsible for providing expert financial guidance to our clients on investment and risk management strategies.Key Responsibilities:Develop and implement comprehensive wealth management plans that meet...

Sales Professionals Wanted – Become a Financial AdvisorAre you a high-performing salesperson who knows how to generate leads and close deals? Have you mastered the art of networking, cold calling, and converting prospects into clients? If so, it's time to take your skills to the next level with a career in financial planningWho We're Looking For:We want...

Are you a high-performing salesperson looking to take your skills to the next level? We are seeking experienced sales professionals to join our team of financial planners and build a rewarding career with unlimited earning potential.About Concept Wealth HoldingsWe provide comprehensive training and licensing support to help you become a certified financial...