Wealth Creation Expert

2 days ago


Durban, KwaZulu-Natal, South Africa Wesbank Full time
Job Description

We are seeking a highly skilled Financial Services Specialist to join our team at Wesbank. As a key member of our Private Wealth department, you will be responsible for delivering exceptional experience and education to our clients on wealth creation, accumulation, and protection tactics.

Key Responsibilities:
  • Identify and advise clients on local and offshore fiduciary opportunities and philanthropy initiatives.
  • Develop and maintain collaborative relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
  • Provide appropriate banking and financial solutions to an allocated portfolio of clients.
  • Conduct client reviews within the context of client engagements and market financial services solutions within relevant business offerings.

The successful candidate will have a strong understanding of wealth management principles and practices, excellent communication skills, and the ability to build trust with clients. If you are a results-driven professional looking for a challenging opportunity, please submit your application.



  • Durban, KwaZulu-Natal, South Africa Lonfin Wealth Full time

    As a Financial Adviser at Lonfin Wealth, you will be responsible for:Providing expert advice on financial planning and wealth management.Assisting clients in achieving their financial goals.Developing and implementing effective investment strategies.Maintaining a strong network of contacts and referrals.Key Skills Required:Extensive sales experience.Strong...


  • Durban, KwaZulu-Natal, South Africa Lonfin Wealth Full time

    Company: Lonfin WealthDescription:We are specialists in financial planning and wealth management.We provide expert advice on investment, retirement, and wealth creation.Our team is dedicated to helping you achieve your financial goals.Job RequirementsCandidates must have an extensive sales track record or experience in the insurance industry.Must have...


  • Durban, KwaZulu-Natal, South Africa Confiar Wealth Full time

    Join Our Dynamic TeamWe're expanding our team of experienced Financial Planners and seeking ambitious professionals who are passionate about delivering exceptional client service. As a Financial Planner at Confiar Wealth, you'll have the opportunity to build and manage a client base, provide expert financial advice, and develop a profitable practice.Your key...


  • Durban, KwaZulu-Natal, South Africa Confiar Wealth Full time

    About Confiar WealthWe are a leading wealth management company, committed to helping individuals achieve their financial goals. Our dynamic team of professionals is dedicated to providing expert financial advice and guidance.


  • Durban, KwaZulu-Natal, South Africa Wesbank Full time

    Job RequirementsWe are seeking a highly skilled Wealth Creation Expert to join our team at Wesbank. As a key member of our Private Wealth department, you will be responsible for creating and implementing wealth creation strategies for high net worth clients. The successful candidate will have a strong understanding of financial markets and products,...


  • Durban, KwaZulu-Natal, South Africa IWCP Johannesburg Ltd Full time

    Wealth Management Specialist Shape Your Legacy with Liberty Are you ready to take control of your financial future and help others do the same? If youre driven by success, growth, and the opportunity to build lasting wealth, this is the career for you. At IWCP, were committed to developing the next generation of leaders in wealth and investment management....


  • Durban, KwaZulu-Natal, South Africa Confiar Wealth Full time

    Unlock Your Earning PotentialWe are seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.A Profitable Practice Building opportunity awaits you as you establish and maintain relationships with clients, provide expert financial advice, and...


  • Durban, KwaZulu-Natal, South Africa Confiar Wealth Full time

    Develop a Successful CareerWe're seeking experienced Financial Planners to join our team at Confiar Wealth. As a Financial Planner, you'll play a critical role in building and maintaining relationships with clients, providing expert financial advice, and developing a profitable practice.Your key responsibilities will include:• Client Engagement and...


  • Durban, KwaZulu-Natal, South Africa Wesbank Full time

    time left to apply End Date: March 24, 2025 (2 days left to apply)job requisition id R21598Job DescriptionTo deliver exceptional experience and education to Private Wealth 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...


  • Durban, KwaZulu-Natal, South Africa iMasFinance Full time

    BenefitsWe offer a competitive salary and benefits package to our employees.As a Financial Advisor, you will have the opportunity to work with a dynamic and supportive team and develop your skills and knowledge in the financial services industry.We are committed to providing our employees with a positive and inclusive work...


  • Durban, KwaZulu-Natal, South Africa Gayede BlueStar - Authorised by Sanlam Full time

    Globally, companies are seeking professionals who can effectively manage their finances. As a Financial Advisor at Gayede BlueStar, you will play a vital role in helping businesses and individuals make informed decisions about their money.This position requires a unique blend of financial acumen and interpersonal skills. You will be responsible for providing...


  • Durban, KwaZulu-Natal, South Africa Sanlam Full time

    At Sanlam, we're committed to delivering exceptional client service and driving business growth through strategic sales initiatives. As a Regional Sales Expert, you'll play a critical role in promoting our retail mass products and increasing market share by providing sound financial advice and outstanding client service.Key Responsibilities:Promote Sanlam...


  • Durban, KwaZulu-Natal, South Africa Lonfin Wealth Full time

    We are looking for highly motivated individuals who are passionate about financial services and eager to learn and grow with our company.Responsibilities include:Conducting needs analyses and providing personalized advice.Identifying opportunities to increase revenue and profitability.Developing and maintaining relationships with existing clients.Staying...


  • Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    As a Financial Services Expert at Old Mutual, you will play a critical role in helping our customers achieve their lifetime goals.About the RoleThe successful candidate will be responsible for providing expert financial guidance, recommending and implementing tailored financial plans and solutions.Key RequirementsTo be considered for this role, applicants...


  • Durban, KwaZulu-Natal, South Africa Absa Group Full time

    We are seeking a High Net Worth Banking Expert to join our Wealth Advisory team at Absa Group. In this role, you will be responsible for managing and growing a portfolio of high net worth clients, including trusts, investment holding companies, and businesses.About the RoleThe successful candidate will provide specialist advice and support in the development...

  • Financial Advisers

    1 week ago


    Durban, KwaZulu-Natal, South Africa Confiar Wealth Full time

    Join Our Team: Experienced Financial Planners WantedWe are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLYUnlock Your Earning Potential•Lucrative Commission...

  • Financial Advisers

    3 days ago


    Durban, KwaZulu-Natal, South Africa Confiar Wealth Full time

    Join Our Team: Experienced Financial Planners WantedWe are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLYUnlock Your Earning Potential• Lucrative Commission...

  • MFC Wealth Manager

    14 hours ago


    Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    MFC Salaried Financial Advisor Job DescriptionWe are seeking a skilled MFC Salaried Financial Advisor to join our team. As an advisor, you will be responsible for providing expert financial advice to allocated markets, with a strong emphasis on achieving results through individual efforts.The ideal candidate will possess excellent communication skills, both...


  • Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    At Old Mutual, we're passionate about empowering individuals to take control of their financial futures. As an Aspiring Financial Advisor, you'll play a vital role in championing our valued customers' goals by identifying their financial needs and providing sound advice.We're looking for self-motivated and dynamic individuals who share our passion for...


  • Durban, KwaZulu-Natal, South Africa Hans Mahrt & Co. Full time

    Job OverviewWe are seeking a talented Actuary to join our client's team as an Actuarial Pricing Specialist in their Short Term Insurance Business. The ideal candidate will have a strong background in actuarial science and experience in pricing and risk management.Key Responsibilities:Pricing new and existing business to ensure profitability and...