Current jobs related to Wealth Creation Consultant - Cape Town, Western Cape - Momentum

  • Wealth Creation Consultant

    1 week ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    This role involves providing professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. The successful candidate will work closely with our team to achieve this goal.

  • Wealth Creation Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Momentum Metropolitan Holdings Limited Full time

    Momentum Metropolitan Holdings Limited is a forward-thinking financial services company that has been a leader in SA since 1966. Our entrepreneurial spirit and innovative culture enable us to create value for our clients through wealth creation and preservation.Job DescriptionThe Investment Consultant will play a pivotal role in crafting meaningful...

  • Wealth Creation Consultant

    1 week ago

    Cape Town, Western Cape, South Africa Ntice Search Solutions Full time

    **Company Overview:** Ntice Search Solutions is a leading provider of recruitment services in the Financial Services sector. Our company values expertise, integrity, and innovation in all that we do.We are seeking a highly skilled Senior Paraplanner to join our team in Cape Town. As a Senior Paraplanner, you will be responsible for providing key support to...

  • Wealth Creation Opportunities

    1 week ago

    Cape Town, Western Cape, South Africa Absa Bank Full time

    As a Wealth Creation Opportunities professional, you will be part of a dynamic team that transforms careers in financial planning. Our suite of companies offers ambitious financial planners an unparalleled opportunity to revolutionize their careers and create, protect, and grow wealth.Key Responsibilities:Develop and implement comprehensive financial plans...

  • Wealth Creation Consultant

    1 week ago

    Cape Town, Western Cape, South Africa Liberty Group Ltd Full time

    Liberty Group Ltd is looking for talented individuals to join our team of Financial Advisors. As a Sales and Networking Expert, you will play a crucial role in identifying potential clients and closing business deals.About UsOur purpose is to provide financial security to our clients by delivering exceptional results and making a meaningful impact in their...

  • Wealth Management Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Structured Wealth Solutions Full time

    At Structured Wealth Solutions, we are currently seeking highly motivated and experienced Broker Agents to join our team.About the Role:This is an exciting opportunity for individuals who have a passion for structured wealth solutions and are looking to take their career to the next level. As a Broker Agent, you will be responsible for delivering exceptional...

  • Wealth Creation Advisor

    3 days ago

    Cape Town, Western Cape, South Africa Igrow Wealth Investments Full time

    BenefitsThis role offers a range of benefits, including:State-of-the-art internal systems for marketingInnovative tools and technologyContinued learning and development through the IGrow AcademyContinued support from team membersCommission payable monthlyAn earning potential of between R 1 mil – R 2 mil p/a

  • Professional Wealth Management Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    Become part of a dynamic team at Structured Wealth Solutions where you will have the opportunity to grow professionally and make a meaningful impact on our clients' financial lives.Responsibilities:Provide personalized financial planning and consulting services to clientsConduct thorough needs assessments and develop tailored solutionsBuild and maintain...

  • Wealth Management Expert

    1 week ago

    Cape Town, Western Cape, South Africa Structured Wealth Solutions Full time

    Are you a results-driven professional seeking a challenging role in the financial sector? We invite you to join our team at Structured Wealth Solutions as a Broker Agent.About the Role:Conduct thorough needs assessments to identify areas where clients can optimize their financial portfolios.Design and implement personalized financial strategies that align...

  • Wealth Creation Expert

    2 weeks ago

    Cape Town, Western Cape, South Africa Liberty Group Ltd Full time

    About Our Company CultureAt Liberty Group Ltd, we pride ourselves on being a dynamic and forward-thinking organization. Our team of experts is dedicated to delivering exceptional financial services that empower our clients to build wealth and secure their financial future.We're not just a financial advisory firm – we're a collaborative partner, working...

  • Wealth Management Consultant

    1 week ago

    Cape Town, Western Cape, South Africa Veblen Director Programme Full time

    6 days ago Wealth Management Consultant The Veblen Director Programme is a respected organization that seeks a highly skilled finance expert to join its advisory board. As a member of this esteemed group, you will contribute your expertise to drive strategic decision-making and ensure the company's continued success. This role offers an excellent...

  • Wealth Management Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Veblen Director Programme Full time

    6 days agoWealth Management ConsultantThe Veblen Director Programme is a respected organization that seeks a highly skilled finance expert to join its advisory board. As a member of this esteemed group, you will contribute your expertise to drive strategic decision-making and ensure the company's continued success.This role offers an excellent opportunity...

  • Private Wealth Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa FirstRand Namibia Limited Full time

    Job DescriptionTo deliver exceptional experience and education to clients on basic wealth creation, accumulation, and protection tactics.We are seeking a Private Wealth Advisor to join our team of experts. The ideal candidate will have relevant experience in Banking, Investment, Financial Planning, Wealth Management, and client-facing environments.Achieve...

  • Structured Finance Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Structured Wealth Solutions Full time

    We are currently seeking talented Broker Agents to join our team at Structured Wealth Solutions. As a Broker Agent, you will play a vital role in helping us deliver exceptional client service and achieve our business objectives.About Our Company:At Structured Wealth Solutions, we pride ourselves on being a leading provider of innovative and tailored wealth...

  • Wealth Creation Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Old Mutual Full time

    Aspiring Financial AdvisorWe are looking for a skilled and experienced professional to fill the role of Aspiring Financial Advisor, where you will be responsible for advising and guiding customers on their financial journeys.This is an exciting opportunity to join a leading insurance company and contribute to the growth and success of our business.Key skills...

  • Financial Services Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    We are seeking a skilled and experienced Financial Advisor to join our team at Structured Wealth Solutions. As a key player, you will be responsible for providing expert financial advice and guidance to clients.Requirements:A valid driver's license and reliable transportationMATRIC - Grade 12 qualificationRE 5 certification (preferably)Other relevant...

  • Senior Financial Consultant

    1 week ago

    Cape Town, Western Cape, South Africa Structured Wealth Solutions Full time

    At Structured Wealth Solutions, we are on a mission to recruit highly skilled Broker Agents who can deliver exceptional results in the financial services industry.Key Responsibilities:Drive business growth by leveraging your extensive knowledge of financial products and solutions.Cultivate strong relationships with clients, understanding their unique needs...

  • senior wealth assistant

    4 weeks ago

    Cape Town, Western Cape, South Africa HR Genie Full time

    NQF 5 & 6 would be advantageous (In Wealth Management)Experience :5+ years experience in the investment financial services industry is essential3+ years experience in the broker support environment is essentialProficient in English and Afrikaans (read, write, speak)Competent on service providers' website functionalities (Investment and risk service...

  • Senior Wealth Assistant

    3 weeks ago

    Cape Town, Western Cape, South Africa Findojobs South Africa Full time

    NQF 5 & 6 would be advantageous (In Wealth Management)Experience :5+ years' experience in the investment financial services industry is essential3+ years experience in the broker support environment is essentialProficient in English and Afrikaans (read, write, speak)Competent on service providers' website functionalities' (Investment and risk service...

  • Financial Consultant Expert

    2 weeks ago

    Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    Company OverviewWe are a leading provider of structured wealth solutions, dedicated to helping individuals achieve their financial goals. Our team is passionate about delivering exceptional results and building lasting relationships with our clients.

Wealth Creation Consultant

3 weeks ago

Cape Town, Western Cape, South Africa Momentum Full time

Momentum is committed to delivering exceptional results through our innovative approach to financial services. As an Investment Consultant, you will play a key role in crafting strategic partnerships with investment and wealth independent financial advisors (IFAs).

Key Responsibilities
  • Develop and maintain strong relationships with IFAs, driving client engagement and first-class service.
  • Analyze IFA business performance, identifying areas for improvement and growth opportunities.
  • Stay up-to-date with market trends and competitor activity to inform sales decisions.

Qualifications include a 3-year BCom degree in Business Management or Investments, with honours and CFA/CFP certifications advantageous.

Experience in the financial services industry, particularly in investments, is essential, with Momentum Investments experience desirable.